{"id":22111,"date":"2026-03-05T09:39:14","date_gmt":"2026-03-05T08:39:14","guid":{"rendered":"https:\/\/www.pkf-attest.es\/tecnologia\/novedades-itc\/automatizar-procesos-business-central-ia-2\/"},"modified":"2026-03-05T09:39:14","modified_gmt":"2026-03-05T08:39:14","slug":"automatizar-procesos-business-central-ia","status":"publish","type":"novedades-itc","link":"https:\/\/www.pkf-attest.es\/tecnologia\/en\/novedades-itc\/automatizar-procesos-business-central-ia\/","title":{"rendered":"Automate processes in Business Central with AI: the ERP that works for you"},"content":{"rendered":"\n<div class=\"wp-block-genesis-blocks-gb-columns gb-layout-columns-1 one-column gb-columns-center\"><div class=\"gb-layout-column-wrap gb-block-layout-column-gap-2 gb-is-responsive-column\" style=\"max-width:1200px\">\n<div class=\"wp-block-genesis-blocks-gb-column gb-block-layout-column\"><div class=\"gb-block-layout-column-inner\">\n<p class=\"wp-block-paragraph\">Automating processes with artificial intelligence is no longer a promise for the future, but a reality for companies using <strong>Microsoft Dynamics 365 Business Central<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Automating processes in Business Central with AI<\/strong> helps reduce manual tasks, minimize errors, and improve operational efficiency in key areas such as <strong>finance, sales, and operations<\/strong>\u2014without the need for complex custom development or external solutions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Thanks to native AI integration, ERP is no longer just a tool we use; <strong>it<\/strong> now <strong>acts as another member of the team<\/strong>, performing tasks autonomously under human supervision.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With the latest versions of <a href=\"https:\/\/www.pkf-attest.es\/tecnologia\/en\/erp\/dynamics-365-business-central\/\">Microsoft Dynamics 365 Business Central<\/a>, your ERP becomes a <strong>digital ally capable of automating internal processes<\/strong> using <strong>intelligent agents<\/strong>. These agents perform tasks, interpret information, and manage entire workflows, freeing up your team\u2019s time and reducing operational errors.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 id=\"h-copilot-vs-agentes-que-puede-hacer-cada-uno-en-business-central\" class=\"wp-block-heading has-text-color has-link-color wp-elements-1\" style=\"color:#0a2555\"><strong>Copilot vs. agents: what each can do in Business Central<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Many companies confuse <strong>Copilot<\/strong> with <strong><a href=\"https:\/\/www.pkf-attest.es\/tecnologia\/en\/novedades-itc\/la-ia-agentica\/\">intelligent agents<\/a><\/strong>. Knowing the difference is key to <strong>automating internal processes with Business Central<\/strong>:<\/p>\n\n\n\n<div class=\"wp-block-genesis-blocks-gb-columns gb-layout-columns-2 gb-2-col-equal gb-has-custom-background-color\" style=\"padding:20px;background-color:#f2efe7\"><div class=\"gb-layout-column-wrap gb-block-layout-column-gap-2 gb-is-responsive-column\">\n<div class=\"wp-block-genesis-blocks-gb-column gb-block-layout-column\"><div class=\"gb-block-layout-column-inner\" style=\"padding:20px\">\n<h3 id=\"h-copilot\" class=\"wp-block-heading has-text-color has-link-color wp-elements-2\" style=\"color:#099bbf\"><strong>Copilot<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-text-color has-link-color wp-elements-3\" style=\"color:#000000\">Assist the user in real time.<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-4\" style=\"color:#000000\">Suggests actions and data analysis.<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-5\" style=\"color:#000000\">Assists in writing, consulting, and improving individual productivity.<\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-genesis-blocks-gb-column gb-block-layout-column\"><div class=\"gb-block-layout-column-inner\" style=\"padding:20px\">\n<h3 id=\"h-agentes-inteligentes\" class=\"wp-block-heading has-text-color has-link-color wp-elements-6\" style=\"color:#099bbf\"><strong>Intelligent agents<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-text-color has-link-color wp-elements-7\" style=\"color:#000000\">They perform tasks autonomously.<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-8\" style=\"color:#000000\">They are triggered by real business events (invoices, emails, orders).<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-9\" style=\"color:#000000\">They automatically process information and complete processes from start to finish.<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-10\" style=\"color:#000000\">They only escalate to the user when a decision or validation is required.<\/li>\n<\/ul>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">In short: <strong>Copilot assists, agents execute, people decide<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The result is: less manual work, fewer errors, and more time for value-added tasks.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 id=\"h-como-automatizar-procesos-financieros-en-business-central-con-ia\" class=\"wp-block-heading has-text-color has-link-color wp-elements-11\" style=\"color:#0a2555\"><strong>How to automate financial processes in Business Central with AI<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Microsoft has incorporated agents in areas where the automation of financial processes has an immediate and measurable impact.<\/p>\n\n\n\n<div class=\"wp-block-genesis-blocks-gb-columns gb-layout-columns-2 gb-2-col-equal gb-has-custom-background-color\" style=\"padding:20px;background-color:#f2efe7\"><div class=\"gb-layout-column-wrap gb-block-layout-column-gap-2 gb-is-responsive-column\">\n<div class=\"wp-block-genesis-blocks-gb-column gb-block-layout-column\"><div class=\"gb-block-layout-column-inner\" style=\"padding:20px\">\n<h3 id=\"h-agente-de-pagos-automatizacion-de-cuentas-a-pagar\" class=\"wp-block-heading has-text-color has-link-color wp-elements-12\" style=\"color:#099bbf\"><strong><strong>Payment agent (automation of accounts payable)<\/strong><\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">This agent automates <strong>accounts payable and invoice management<\/strong>:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-text-color has-link-color wp-elements-13\" style=\"color:#000000\">Read invoices received by mail or attachments.<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-14\" style=\"color:#000000\">Automatically extracts and validates data.<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-15\" style=\"color:#000000\">Identify suppliers, orders, and receipts.<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-16\" style=\"color:#000000\">Proposes accounting records ready for approval.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Benefits:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-text-color has-link-color wp-elements-17\" style=\"color:#000000\">Drastic reduction in manual labor.<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-18\" style=\"color:#000000\">Fewer accounting errors.<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-19\" style=\"color:#000000\">Greater traceability and human control.<\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-genesis-blocks-gb-column gb-block-layout-column\"><div class=\"gb-block-layout-column-inner\" style=\"padding:20px\">\n<h3 id=\"h-agente-de-pedidos-de-venta-automatizacion-comercial\" class=\"wp-block-heading has-text-color has-link-color wp-elements-20\" style=\"color:#099bbf\"><strong><strong><strong>Sales order agent (commercial automation)<\/strong><\/strong><\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Ideal for companies with <strong>high order volumes or email sales channels<\/strong>:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-text-color has-link-color wp-elements-21\" style=\"color:#000000\">Analyze customer emails with orders or requests.<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-22\" style=\"color:#000000\">Interprets unstructured text and attachments.<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-23\" style=\"color:#000000\">Generate quotes or orders automatically.<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-24\" style=\"color:#000000\">Prepare responses to the customer or have the proposal ready for review.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Benefits:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-text-color has-link-color wp-elements-25\" style=\"color:#000000\">Faster business responses.<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-26\" style=\"color:#000000\">Greater management capacity without increasing staff.<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-27\" style=\"color:#000000\">Improve the customer experience.<\/li>\n<\/ul>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 id=\"h-mucho-mas-que-automatizacion-tradicional\" class=\"wp-block-heading has-text-color has-link-color wp-elements-28\" style=\"color:#0a2555\"><strong>Much more than traditional automation<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Business Central AI agents stand out because:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-text-color has-link-color wp-elements-29\" style=\"color:#000000\">They are natively integrated into the ERP.<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-30\" style=\"color:#000000\">They respect customizations and extensions.<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-31\" style=\"color:#000000\">They learn from usage patterns and history.<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-32\" style=\"color:#000000\">They operate under human supervision (<em>human-in-the-loop<\/em>).<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">This <a href=\"https:\/\/www.pkf-attest.es\/tecnologia\/en\/novedades-itc\/novedades-business-central-27\/\">makes Business Central<\/a> an <strong>intelligent ERP<\/strong> <a href=\"https:\/\/www.pkf-attest.es\/tecnologia\/en\/novedades-itc\/novedades-business-central-27\/\">system<\/a> <strong>, capable of automating internal processes<\/strong> securely and reliably.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 id=\"h-agentes-personalizados-con-copilot-studio\" class=\"wp-block-heading has-text-color has-link-color wp-elements-33\" style=\"color:#0a2555\"><strong>Custom agents with Copilot Studio<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">With <strong>Copilot Studio<\/strong>, companies can create custom agents:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-text-color has-link-color wp-elements-34\" style=\"color:#000000\">Adapted to internal processes.<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-35\" style=\"color:#000000\">Connected to the Microsoft ecosystem.<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-36\" style=\"color:#000000\">Configured with rules, limits, and approvals.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">This makes it possible to develop <strong>unique, intelligent processes<\/strong> that are fully tailored to each company\u2019s specific circumstances.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 id=\"h-el-futuro-del-erp-es-autonomo\" class=\"wp-block-heading has-text-color has-link-color wp-elements-37\" style=\"color:#0a2555\"><strong>The future of ERP is autonomous<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Microsoft is charting a clear course: the future of ERP isn&#8217;t just about more functionality, but also about <strong>greater autonomy<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Business Central begins to act like another member of the team, capable of:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-text-color has-link-color wp-elements-38\" style=\"color:#000000\">Automate daily processes with AI.<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-39\" style=\"color:#000000\">Reduce manual tasks.<\/li>\n\n\n\n<li class=\"has-text-color has-link-color wp-elements-40\" style=\"color:#000000\">Improve operational efficiency.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">With Copilot and intelligent agents, your ERP becomes a <strong>true digital ally<\/strong>, freeing up your team to focus on higher-value tasks.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 id=\"h-faq\" class=\"wp-block-heading has-text-color has-link-color wp-elements-41\" style=\"color:#0a2555\"><strong>Frequently Asked Questions<\/strong><\/h2>\n\n\n\n<div class=\"schema-faq wp-block-yoast-faq-block\"><div class=\"schema-faq-section\" id=\"faq-question-1773394728120\"><strong class=\"schema-faq-question\">How can I automate accounts payable in Business Central with AI?<\/strong> <p class=\"schema-faq-answer\">With Business Central agents, you can automate accounts payable from invoice receipt to accounting proposal for approval. Agents read emails and attachments, automatically extract data, identify suppliers, and reduce human error, freeing up time for the finance team.<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1773394765008\"><strong class=\"schema-faq-question\">What is the difference between Copilot and intelligent agents in Business Central?<\/strong> <p class=\"schema-faq-answer\">Copilot assists the user by suggesting actions and analyses, while intelligent agents execute entire processes autonomously, such as payments and sales orders, and only escalate when human validation is required. This combination allows internal processes to be automated efficiently with Copilot and agents.<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1773394777006\"><strong class=\"schema-faq-question\">Can you create custom agents in Business Central?<\/strong> <p class=\"schema-faq-answer\">Yes, with Copilot Studio you can develop customized agents tailored to your internal processes. These agents integrate with Business Central, comply with rules and approvals, and allow you to automate specific processes in your company with AI, achieving greater efficiency and control in your operations.<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1773394859832\"><strong class=\"schema-faq-question\"><\/strong> <p class=\"schema-faq-answer\"><\/p> <\/div> <\/div>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"full_width_with_cta_banner\" style=\"background-color:\">  \r\n  <div class=\"full_width_with_cta_banner_container gb-layout-column-wrap gb-block-layout-column-gap-2 gb-is-responsive-column\">\r\n    <div class=\"full_width_with_cta_banner_main\">\r\n      <h3 class=\"full_width_with_cta_banner_title\">\r\n        Would you like to identify which of your company\u2019s processes you can automate using AI in Business Central?      <\/h3>\r\n      <div class=\"full_width_with_cta_banner_text\" >\r\n        We help you analyze your current ERP system and implement smart automation that delivers real results.      <\/div>  \r\n      <div class=\"full_width_with_cta_banner_cta\">\r\n          <a href=\"https:\/\/www.pkf-attest.es\/tecnologia\/en\/erp\/dynamics-365-business-central\/\" title=\"Implanta Business Central\">Implanta Business Central<\/a>\r\n      <\/div>\r\n    <\/div>\r\n  <\/div>\r\n<\/div>\r\n<\/div><\/div>\n<\/div><\/div>\n","protected":false},"featured_media":20376,"template":"","categories":[],"tags":[185,188,197],"novedades_itc":[226],"class_list":["post-22111","novedades-itc","type-novedades-itc","status-publish","has-post-thumbnail","tag-article","tag-business-central","tag-erp","novedades_itc-article","entry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.7 (Yoast SEO v28.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Automating Processes in Business Central with AI: Intelligent 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