Introducing AI Agents in Business Central (Sales Agent, Payables Agent)

In this recorded Crestwood Associates webinar, Stephanie McColly, CMO and Business Integrator, and Jason McColly, Microsoft Solutions Architect, share how organizations can streamline operations, improve efficiency, and strengthen scalability through intelligent automation tools within the Microsoft ecosystem.

You’ll learn how to identify your company’s core processes, align them with technology, and apply automation using tools like Microsoft Business Central, Power Platform, and embedded business agents. This session explores practical examples, including the Payables Agent and Sales Agent, showing how modern systems can reduce manual effort and improve accuracy across finance and sales.

This webinar is designed for business leaders, finance professionals, and IT managers looking to make smarter, data-driven decisions and build scalable business systems for the future.

Chapters

00:00 – Welcome and Session Overview
03:00 – About Crestwood Associates and Our Approach
07:00 – The Value of Streamlined Processes
10:00 – Understanding Core Business Workflows
14:00 – Building a Scalable and Repeatable Framework
18:00 – The Business Case for Automation
24:00 – Using Intelligent Tools to Drive Efficiency
30:00 – Demonstration: Payables Agent Configuration
39:00 – Demonstration: Sales Agent and Customer Management
50:00 – Key Takeaways and Next Steps

Key Topics Covered:

How to document and refine core business processes.

Why automation supports both operational efficiency and employee engagement.

The role of data and systems integration in improving decision-making.

Live demonstrations of Microsoft Business Central automation capabilities.

Practical insights on building a sustainable, growth-ready organization.

Learn more at: https://www.crestwood.com