AI agents and workflows for Business Central

Typical workflows with Business Central

• Automate incoming invoices in Business Central

  Recognise invoices in email and PDF, match them against the purchase order and vendor in Business Central, and prepare them for approval.

• Sales orders from email and PDF

  Read customer orders, check items and terms in Business Central, and create the order as a draft.

• Delivery-date reconciliation

  Compare purchase orders in Business Central with vendor confirmations and portals, and flag deviations.

• Master-data maintenance

  Prepare changes to customers, vendors, and items from emails — applied only after approval.

• Reports on request

  Query and summarise monthly figures, open items, and revenue from Business Central.

Business Central and the systems around it

A process rarely ends in the ERP. Uhrwerk connects Business Central with the systems where the work actually starts — from the inbox to the file share.

• Dynamics 365 Business Central
• Microsoft Exchange Online
• Exchange On-Premises
• SharePoint
• OneDrive
• Microsoft Teams
• Microsoft Excel
• Microsoft Planner
• Power BI
• DATEV

Examples: how processes run with Business Central

Simplified examples with fictional data. We check scope and feasibility for your system.

1. 01

   An incoming invoice from email to Business Central

   Situation: Invoice RE-2026-08194 from Nordwerk arrives as a PDF in the invoice inbox.

   1. Uhrwerk extracts the vendor, invoice number, invoice date, line items, amounts, and tax.
   2. Uhrwerk matches the invoice against the purchase order, receipt, and vendor in Business Central: quantity and goods value match, freight is 7.50 € above the order and within tolerance.
   3. An authorised employee reviews the proposal and approves it.
   4. Uhrwerk creates the purchase invoice with a review note in Business Central and logs every step.

   For approval

   Create purchase invoice

   Invoice

   RE-2026-08194

   Purchase order

   EB-260731-1188

   Amount net

   4,942.50 €

   Variance

   +7.50 € freight, within tolerance

2. 02

   A customer order from email as a sales order

   Situation: Hansa Bau orders 40 flange bearings by email for 18 September, with the order attached as a PDF.

   1. Uhrwerk reads the customer, lines, quantities, and requested date from the order.
   2. Uhrwerk maps the lines to items in Business Central and checks prices, terms, and availability.
   3. One line uses an old item number: Uhrwerk proposes the stored successor item and flags it.
   4. Sales reviews the draft and approves it; Uhrwerk creates the sales order.

   For approval

   Create sales order

   Customer

   Hansa Bau GmbH

   Lines

   3, including 1 successor item

   Net value

   6,180.00 €

   Shipment date

   18.09.2026

3. 03

   Update vendor prices

   Situation: Nordwerk sends a new price list as a PDF, valid from 1 September.

   1. Uhrwerk reads the price list and maps the vendor items to items in Business Central.
   2. Uhrwerk compares the new net prices with the stored purchase prices and shows each change as a percentage.
   3. Purchasing reviews the list and approves it.
   4. Uhrwerk applies the purchase prices in Business Central, valid from 1 September.

   For approval

   Update purchase prices

   Vendor

   Nordwerk Komponenten GmbH

   Items affected

   3

   Change

   −1.0 % to +3.8 %

   Valid from

   01.09.2026

4. 04

   Secure a vendor's new bank details

   Situation: Elbwerk reports new bank details by email, and two payments are open.

   1. Uhrwerk recognises the master-data change and checks the vendor and its open entries in Business Central.
   2. The change is not independently confirmed: Uhrwerk proposes putting the two open payments on hold.
   3. Uhrwerk prepares a callback to the number stored on the vendor card and a four-eyes check.
   4. Until the second approval, the existing bank details stay active.

   For approval

   Create check process for Elbwerk

   Vendor

   K-10482 · Elbwerk

   Check path

   Callback + four-eyes check

   On hold

   2 payments · 19,200.00 €

   Bank details

   Existing stay active

5. 05

   Reconcile delivery dates

   Situation: Eleven order confirmations from vendors arrive overnight.

   1. Uhrwerk reads dates and quantities from the confirmations.
   2. Uhrwerk compares them with the open purchase orders in Business Central.
   3. Nine confirmations match. Two dates are later, and one of them puts a sales order at risk.
   4. Purchasing sees the deviations in one place and approves the new expected receipt dates.

   For approval

   Adjust expected receipt dates

   Confirmations

   11, 2 with deviations

   Largest delay

   +6 working days

   Affected

   1 sales order

   Next step

   Inform the customer

6. 06

   Prepare a complaint and return

   Situation: Meyer Verfahrenstechnik reports a pump that failed after six weeks.

   1. Uhrwerk matches the customer, shipment, item, and serial number in Business Central.
   2. Uhrwerk checks history and warranty: 22 months left, no earlier complaint for this serial number.
   3. Your process allows an advance replacement. Uhrwerk prepares the sales return order and the replacement shipment.
   4. The credit memo stays open until the technical inspection is complete.

   For approval

   Create sales return order

   Customer

   Meyer Verfahrenstechnik

   Item

   PU-5508-03 · process pump

   Warranty

   22 months remaining

   Next step

   Advance replacement

How Uhrwerk works with Business Central

1. 01

   Connect

   Through the Business Central connector — for Business Central Online and On-Premises.

2. 02

   Inherit permissions

   Uhrwerk acts only within your existing permission model.

3. 03

   Approve

   By default, posting-relevant steps reach Business Central only after human approval. Once a workflow has proven itself, individual steps can be applied automatically.

4. 04

   Trace

   Every action is logged — who, what, when, and on what basis.

Business Central Online and On-Premises

Each variant has its own connector. An organisation can add several connections — for example for different tenants, environments, or companies.

Security and control

• Own identity per user

  Each user connects their own Microsoft account or NAV credential. Credentials are never shared, and that user's Business Central permissions apply.

• Reads run, writes wait for approval

  Queries run directly. Creating, changing, and unknown actions wait for approval by an authorised employee.

• No silent overwrites

  Workflow changes are written only if the record is unchanged since it was read. Otherwise Uhrwerk reports a conflict.

• Live, not a copy

  Uhrwerk reads Business Central data live through the interface and keeps no separate index of your ERP data.

• Audit trail

  Access, proposals, and approvals are logged — who, what, when, and on what basis.

• Central control

  Administrators enable or disable connectors and individual operations per organisation. Credentials are stored encrypted.

Step by step to automation

1. 01

   Prepare

   Uhrwerk reads, structures, and matches against Business Central. Your team keeps working on the case as usual.

2. 02

   Propose

   Uhrwerk prepares the specific posting or change. The responsible employee reviews and approves it.

3. 03

   Complete

   Proven standard cases run automatically within clear rules. Exceptions are still escalated.

Compliance is part of the system

What you need for audits, data protection, and the EU AI Act ships with Uhrwerk — not as a separate project.

• EU AI Act risk assessment as the basis for your AI register
• Audit-proof logs as the foundation for GoBD evidence
• A building block for your process documentation
• AI literacy training under Art. 4
• Documents for data protection, data processing agreements, and works councils

What about Microsoft Copilot?

Copilot and Uhrwerk are not mutually exclusive. Uhrwerk starts where a process reaches beyond Business Central — into the inbox, PDFs, the DMS, Excel, and other systems — and runs it as a repeatable workflow with approvals.

Operation

• Business Central Online and On-Premises
• Hosting in the EU, in your cloud, or on-prem
• GDPR-compliant with a data processing agreement
• 200+ supported file formats
• Model-independent, fair-use licence instead of a token meter

Frequently asked questions about AI in Business Central

Talk through your Business Central process

Book the 30-minute ERP potential analysis or request a callback. We show which process pays off — with your systems, not with slides.