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Dynamics 365 Business Central: Copilot and agents - Try Payables Agent for free without setting up email

Summary

Payables Agent introduces a free trial mode that any user can start without help from an administrator or having paid credits.

You can start the trial directly from the agent setup card or from the Purchase Invoices page. You don't need to have an administrator role or configure an email account. You upload invoice PDFs manually to start processing, bypassing the email-based sourcing flow entirely. The trial activates immediately the first time you upload an invoice. The trial includes 50 free invoice uploads. Each upload counts against the quota. You can track your remaining quota on the agent setup card throughout the trial. The full agent workflow is available during the trial:

Extract invoice data

Match vendors

Suggest lines

Create and finalize purchase invoice drafts

You can experience the same capabilities that you would after subscribing. If you use up your quota of 50 invoices, continued use requires available credits.

This feature is available from the May minor release of 2026 release wave 1.

Business Value

Trying out the Payables Agent currently requires that you configure an email connection, which is a step that creates friction before a user has even seen what the a…

Status
Launched
General availability target
Jul 2026
Preview target
Not published
Clouds
Worldwide (Standard Multi-Tenant)
Release phases
General Availability
Platforms
Web
Added to the roadmap
16 Oct 2026
Last changed
16 Oct 2026 · today
All Dynamics 365 roadmap items

What changed

First observed 16 Oct 2026

No field changes in the recorded history.

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ChangeIntel

An IT change radar: releases, security, known issues, retirements, documentation changes, and service status from public sources. Every item links to supporting evidence; dates and statuses can change after they are read.

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