Is Copilot in Business Central just a fancy search box, or can it actually do your work for you? Today we are breaking down the three layers of AI in Business Central, from the free tools you already have to the autonomous agents coming in 2026. By the end of this video, you will know exactly how to turn your ERP from a static database into a proactive digital assistant.
🚀 The Big Picture
We start by exploring what Microsoft Copilot actually is: an AI assistant built directly into your ERP data. You do not need extra integrations or separate websites because it already lives where your customers, inventory, and sales orders are stored. We explain the transition from tools that help you work faster to agents that act on your behalf.
✅ Free Built-in Features
Learn about the six core features included with your license at no extra cost. We cover Analysis Assist for plain-English data filtering, automated marketing text for e-commerce, and the bank reconciliation tool that can reduce manual matching by up to 80 percent.
🤖 The Power of AI Agents
The real game-changer is the introduction of AI agents. We walk through how the sales order and payables agents can read emails, check stock, and create draft documents without you touching a keyboard. This is the shift from a tool you use to a digital employee that handles the grunt work.
💰 Credits and Costs
We dive into the specifics of the new credit-based pricing model. You will see a breakdown of what different actions cost, from a simple chat answer to a full document generation, so you can plan your budget effectively.
🛠️ Custom Agents and Security
Finally, we look at the 2026 roadmap for building your own custom agents using plain English instructions. We also address security, explaining how agents follow the same permission models as human users to keep your data safe.
Chapters
0:00 Intro: What is Copilot?
0:35 The Three Layers of Copilot
2:05 Free Built-in Features
4:15 How AI Agents Actually Work
6:00 Understanding Copilot Credits and Costs
7:40 Building Custom Agents in 2026
9:15 Real World Scenario: Email to Sales Order
10:35 Security and Governance
11:15 Conclusion and Next Steps
If this guide helped you understand the future of Business Central, make sure to subscribe for more plain English tutorials. Have a specific question about setting up agents? Drop a comment below and let us know!
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