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

This feature introduces email review policy and a Known Senders list page to give accounts payable teams more control over which incoming emails require human approval before the Payables Agent processes them.

A new Email review field in the Payables Agent setup lets administrators choose when incoming emails require human approval. The following options are available:

Always: Every email requires approval, regardless of the sender.

Never: No emails require approval.

Only if untrusted (recommended): Only emails from senders who aren't on the list of known senders require review. This is the recommended setting for most organizations.

Administrators must explicitly select an option before they start to monitor the email inbox. To ensure that they make an active decision, a default isn't preselected for the field. Every known sender is subject to a setting that sets the review policy for the specific sender.

When you set the email review policy to Manage per sender , the agent evaluates incoming emails in the following order:

Invoice is uploaded and not received via email: No review required.

Email subfolder is configured: All emails in the monitored subfolder are treated as trusted…