Build Your Own Copilot Agents in Dynamics 365 Business Central
Create practical AI helpers using plain language, not code
Dynamics 365 Business Central continues to add new capabilities, and keeping up with those changes can be difficult, especially when it’s not immediately clear how they apply to real work. We created this video as part of an ongoing Dynamics 365 series to highlight individual capabilities and explain what they actually do once users are back in the system. Each video focuses on understanding a feature clearly, without relying on release notes or technical deep dives.
In this video, Teagen Boll, ERP Team Lead at Catapult, breaks down the new ability to build custom Copilot agents in Dynamics 365 Business Central. He walks through what these agents are designed to help with and how end users can shape them using plain language. You’ll come away with a clearer understanding of how Copilot agents can support review and decision‑making work, reduce manual effort, and fit naturally into day‑to‑day Business Central workflows while keeping people in control.
Topics Covered Include:
- How custom Copilot agents are created inside Dynamics 365 Business Central
- How users can use plain language to design a custom agent
- Two real world examples of custom agents that can help with everyday workflows
- Building a project analysis agent and reviewing the insights it produces
- Building a sales validation agent and seeing how it checks order fulfilment
- Where custom Copilot agents add value in everyday Business Central workflows
Fill out the form to watch the full video and learn how custom Copilot agents in Dynamics 365 Business Central can support your team’s daily work in a practical, realistic way.
