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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Is there a way to use ...
Small and medium business | Business Central, N...
Suggested Answer

Is there a way to use Copilot in Business central to create customer or Vendor?

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Posted on by joshtechsolutions 4,995
Hi Community,
 
May I know is there a way to use Copilot in Business central to create customer or Vendor?
 
For example email from a new customers which we don't have any information of comes to my company, and I want Copilot to create the customer and populate all the information.
 
Thank you!
Categories:
Dynamics 365 Business Central
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  • Suggested answer
    Dhiren Nagar Profile Picture
    Dhiren Nagar 2,530 Super User 2026 Season 1 on at
    Hi,
     
    Microsoft has introduced many copilot based agent features recently.
     
    The recently introduced Sales order agent has limited functionality create new Contact or Customer, you can read here - https://learn.microsoft.com/en-us/dynamics365/business-central/sales-order-agent
     
    Payable agent however has full functionality to create a Vendor and carry out Payable process, you can read it here - https://learn.microsoft.com/en-us/dynamics365/business-central/payables-agent
     
    Microsoft has also released a new feature which allows you to create Agents in Business Central to perform your custom tasks such as Creating customer or vendors. This feature is in preview but you can already see lot of videos and guides in community around it. With this feature creating a custom agent to create Customer and Vendor with email triggers and instructions is possible. Read it here - https://learn.microsoft.com/en-us/dynamics365/release-plan/2025wave2/smb/dynamics365-business-central/envision-prototype-custom-ai-agents-using-agent-designer
     
    I hope this helps.
     

    ✅ Tick the checkbox below to mark the answer as verified, if it helped resolve your question.

    Regards,
    Dhiren.
     
  • Suggested answer
    OussamaSabbouh Profile Picture
    OussamaSabbouh 10,862 Super User 2026 Season 1 on at
    Hello,
     
    Out of the box, Copilot in Business Central doesn’t automatically create a new Customer/Vendor and fill all fields just from an email; for that scenario you typically use either the Business Central Outlook add-in (Contact Insights) to create the new customer/contact from the email context in Outlook, or you build a Copilot Studio agent that reads the email, extracts the details, and then creates the record in BC using the Business Central connector (Microsoft even shows using Create record (V3) to create customers).
     
    Regards,
    Oussama Sabbouh

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