The Power of Agents in Business Central
UG Expert Kim Coggleton takes us inside the new agent experience in Microsoft Dynamics 365 Business Central, showing what it takes to turn agents on, spin up the sample Sales Validation Agent, and run it against open sales orders. If you’re planning to experiment in a dev or sandbox environment, her biggest wins (and gotchas) revolve around prerequisites, permissions, and testing smart so you don’t run out of quota.
Key Takeaways
- Read the “work instructions” first; there are prerequisites that will save you time when enabling agents.
- Confirm that you have the AE Development Toolkit installed and verify that the Custom Agent feature is active.
- Assign the new permission sets (including Agent admin and Agent diagnostics) to anyone who will configure or troubleshoot agents.
- Start with the sample Sales Validation Agent to learn the structure (settings, profiles, permissions, and plain-language instructions) before building from scratch.
- In preview, agent execution is manual: You create a task (optionally save it as a template) and run it— automation isn’t there yet.
- Test with a small subset (even a single sales order) to validate behavior and avoid exhausting your monthly environment quota.
- Watch for edge cases: One order may get stuck in a loop, requiring you to fix the underlying order before continuing.
