Data breaches aren’t just IT problems… they’re business threats. Dynamics 365 Business Central security features help protect your financial and operational data, while its automation potential streamlines processes. And with the help of xMonthly’s Agent community, you can strengthen your defenses with confidence.
Why Data Security is Mission-Critical for ERP
ERP systems like Dynamics 365 Business Central hold the crown jewels of your organization: financial records, customer data, inventory, and supply chain details. A breach could be catastrophic.
From ransomware attacks to internal misconfigurations, the risks are real:
- Operational downtime
- Loss of sensitive financial data
- Regulatory penalties
- Damaged vendor and customer trust
Business Central’s Built-In Safeguards
Business Central security safeguards are designed to protect what matters most. It offers:
- Granular role-based access controls
- Audit trails for accountability
- Secure cloud hosting with Microsoft’s enterprise-grade infrastructure
These features help ensure that only the right people access the right data, at the right time.
Automation That Reduces Risk
Manual processes are error-prone. Business Central automates key workflows like approvals, reconciliations, and reporting, reducing the chance of mistakes and improving oversight.
Additionally, Microsoft is building AI Power Agents for Business Central using platforms like Copilot Studio, and can be customized or extended by partners and developers. AI Power Agents are intelligent, autonomous tools designed to optimize business processes by leveraging generative AI and deep integration with ERP data. Keep reading below for further examples of Agents that Microsoft has developed in preview:
- Sales Order Agent
- Automates the creation of sales quotes and orders.
- Interprets inbound email requests, asks clarifying questions, and generates sales documents.
- Reduces manual data entry and accelerates response times.
- Payables Agent
- Simplifies vendor invoice processing.
- Extracts data from attachments, matches it with records, and posts transactions.
- Enhances accuracy and efficiency in financial operations.
- Enhanced Sales Order Agent
- Planned for general availability in October 2025.
- Offers more advanced automation and task review capabilities
xMonthly’s Business Central Agents and Services

When your ERP is the backbone of your business, you need expert support to keep it secure and efficient. Business Central protects your data and your business, but only if it’s implemented and managed correctly. That’s where xMonthly and the Agents we partner with come in:
- Implementation Services
- Tailored deployment of Business Central to match your business model and industry needs.
- AL Code Development
- Custom extensions and logic to enhance functionality while maintaining security and performance.
- Training
- Role-specific training to ensure users understand how to work securely and effectively within the system.
- Migration
- Safe and structured migration from legacy systems to Business Central, minimizing risk and downtime.
-
Jeffrey DeMaria
Subscriptions & Licensing Advisor
-
Shannon Mullins
Business Central Partner
-
Sharon Conkey
ERP Consulting and Accounting
-
Louis Doré
VP of Strategic Growth at Gestisoft
-
AJ Ansari
Business Central, AI, & Copilot Advisory
-
Steve Simon
AL Code Development
Read More From the Business Central Product Education Series
-
Connected for Success: How Business Central Works Seamlessly Across Microsoft 365
A hub that links your operations with the rest of your Microsoft ecosystem, the scope of Dynamics 365 Business Central integration includes connecting natively to Microsoft 365 apps, enabling: This tight integration means fewer silos, faster workflows, and better visibility… Read More
-
Efficiency Meets Strategy: Unlocking Value with Business Central
Dynamics 365 Business Central can help you optimize operations on top of managing them. This post explores how Business Central ROI means organizations save money, scale smartly, and get more from their business software. Streamlined Operations, Real Savings Business Central… Read More