Copilot Studio Agent Tools

Neil HaddleySeptember 24, 2025

Connected to Business Central

I created a Copilot Studio Agent that connected to Business Central using a Copilot Studio Tool.

I created a new agent

I created a new agent

I named the agent "Business Central Tools Agent"

I named the agent "Business Central Tools Agent"

I created a New Agent

I created a New Agent

I clicked the Create button

I clicked the Create button

I clicked the Tools menu item

I clicked the Tools menu item

I clicked the Add a tool button

I clicked the Add a tool button

I searched for Business Central actions

I searched for Business Central actions

I selected the Find records (V3) action and clicked the Add and configure button

I selected the Find records (V3) action and clicked the Add and configure button

I updated the tool name to "Find Vendor records (V3)". I updated the default description

I updated the tool name to "Find Vendor records (V3)". I updated the default description

I specified the Environment, Company, API category and Table name (vendors)

I specified the Environment, Company, API category and Table name (vendors)

I clicked Save and tested the tool "Who do we buy stuff from?". I clicked the Allow button

I clicked Save and tested the tool "Who do we buy stuff from?". I clicked the Allow button

The Business Central company had a single "Example Vendor"

The Business Central company had a single "Example Vendor"

The Agent returned details of the Vendor

The Agent returned details of the Vendor

I added a second tool based on the Create record (V2) action

I added a second tool based on the Create record (V2) action

I clicked the Add and configure button

I clicked the Add and configure button

I updated the tool's name to 'Create Vendor record (V2)'

I updated the tool's name to 'Create Vendor record (V2)'

I selected the Environment, Company, API category and table name. I clicked the Add input button and selected displayName

I selected the Environment, Company, API category and table name. I clicked the Add input button and selected displayName

I tried to use the new tool

I tried to use the new tool

An error message was returned

An error message was returned

I added a number input

I added a number input

The new Vendor record was created

The new Vendor record was created

The new vendor was visible in Business Central

The new vendor was visible in Business Central