Dynamics 365 Business Central: Copilot and agents - Speed up processing with Known Senders in Payables Agent

🚨 The Signal: Dynamics 365 Business Central's Payables Agent now allows administrators to define trusted email senders, controlling which incoming emails require human approval before automated processing. This reduces risk of processing fraudulent invoices.

The Impact

Administrators are affected by new configuration options that reduce financial fraud risk from untrusted email sources.

  • Administrators: Must configure email review policies to prevent automated processing of fraudulent invoices.
  • Security Teams: Benefit from reduced risk of financial fraud via automated invoice processing.
  • Accounts Payable Teams: Gain efficiency but must ensure 'Known Senders' list is accurate to avoid errors.

The Action

  1. Navigate to Payables Agent setup in Dynamics 365 Business Central.
  2. Configure the 'Email review' field to 'Only if untrusted (recommended)'.
  3. Populate and maintain the 'Known Senders' list with trusted invoice sources.
  4. Review and set specific review policies for individual known senders (Ask, Approve, Reject).

Domain: Agentic-AI · Impact: medium · Workload: Other