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Install Zentriq Agent

In-BC AI chat · Preview · ~5 minutes once you have access

Agent is in private preview

We're onboarding design partners now and the public GA is targeted for later this year. Join the waitlist to be invited — we approve accounts manually so we can stay close to early users. If you're looking for the ready-to-install product, see Install PunchOut.

Before you start
  • A Microsoft 365 account (same one you use for Business Central)
  • A Business Central environment on version 22 or later (Cloud, Sandbox or Production)
  • Permission to upload extensions in your BC tenant — usually System Admin or the EXTEN. MGT. permission set
  • An approved Zentriq account with Agent preview access

1. Get on the preview list

Sign in at app.zentriqsoftware.com with your Microsoft work account, then click Request Agent preview from your dashboard. We respond within 1 business day. Mention your BC version and use case in the message — it helps us prioritise.

2. Download the .app file

Once approved, the dashboard exposes a “Download Zentriq Agent for BC” button. You'll get a file named Zentriq Software_Zentriq Agent_X.Y.Z.app. Save it anywhere; you'll upload it into BC in the next step.

The Agent .app is separate from the PunchOut .app — different extension, different object ID range, different permission set. You can install one, the other, or both in the same BC environment. If your IT team asks for file-integrity verification, email support@zentriqsoftware.com — we'll send the SHA-256 checksum of the current release out-of-band.

3. Upload the extension in Business Central

  1. Open your BC environment in a browser (https://businesscentral.dynamics.com/<your-tenant>).
  2. Use the search bar (press Alt+Q) and type “Extension Management”. Open the page.
  3. Click Manage → Upload Extension from the action bar.
  4. Drag your .app file into the dialog. Pick your language if prompted.
  5. Click Deploy. A status dialog opens — wait ~30 seconds and refresh.

BC extensions are installed per environment. If you want Agent on both Production and Sandbox, upload the .app twice — once in each.

About the “untrusted publisher” warning

When you upload the .app, BC shows a yellow banner: “This extension is not from a trusted source.” This is expected for every extension not yet on AppSource. Microsoft's AppSource review is what turns that warning off — Zentriq is working on the AppSource listing.

  • Click Deploy to proceed. The warning only relates to provenance, not runtime safety.
  • Your BC's own permission sets still control what the extension can do — it can't escalate privileges.
  • The source code runs inside your tenant (never on our servers).
  • If your IT team needs more context, forward them our 2-page security overview.

4. Assign the permission set

Open Users in BC, edit each user who should use Agent, and assign the Zentriq Agent permission set (shipped with the extension). It grants read access to the BC objects Agent needs and is least-privilege by design. Users without it can still see the page but get a permission error on first query.

5. Connect BC (OAuth — 30 seconds)

Search for “Zentriq Agent” in BC and open the page. You'll see a Microsoft sign-in prompt:

  1. Sign in with the same Microsoft account you used for Zentriq.
  2. Review the requested permissions (read and write access to BC's API, limited to what your BC user role allows).
  3. Click Accept. The popup closes. The chat becomes active.

BC admins of the tenant can grant admin consent once, which means team members don't see this popup. If the popup fails with “admin consent required”, ask your tenant admin to grant it (one-time, 30 seconds) or temporarily allow user-level consent in Entra ID settings.

6. Send your first message

Try:

  • List open purchase orders from vendor 40000
  • Create a sales invoice for customer 10000 with 2× item 1936-S
  • What did we spend with vendor 40000 last quarter?

Your dashboard's Getting Started checklist flips the last step to ✓ the moment it detects your first message. That's your signal that the install is fully wired up.

Troubleshooting

“Extension failed to deploy”

Check the deploy status log (Extension Management → Details). Most common cause: the tenant is on a BC version older than 22. Upgrade your BC environment (or use a sandbox on a current version) and retry.

The Agent page is not visible

  • Hard-refresh the BC page (Ctrl+F5) — BC caches its page layouts.
  • Confirm the extension shows Installed in Extension Management.
  • Confirm your user has the Zentriq Agent permission set assigned.
  • Check your browser's console: ad-blockers or corporate firewalls sometimes block app.zentriqsoftware.com.

OAuth popup fails: “Admin consent required”

Your Entra ID admin restricts third-party app access. Either:

  • Ask your admin to grant tenant-wide consent to the Zentriq Agent app (one-time, takes 30 seconds).
  • Or have the admin temporarily allow user-level consent in Entra ID settings.

“Your account is pending approval”

Agent preview access is manual. You'll receive an email once an admin flips your flag. In urgent cases, email support@zentriqsoftware.com with your BC environment details.

I see “No active organization subscription”

You're on the free plan but your org has been downgraded (expired card, cancelled plan, etc.). Go to your dashboard, click Manage subscription, and reactivate. Chat activity resumes instantly.

What about PunchOut?

PunchOut is the separate, generally-available product — install it here. It is independent of Agent: different Chrome extension, different BC .app, one-time credit packs instead of a subscription. The two coexist with no conflict in the same BC environment.

Still stuck? support@zentriqsoftware.com — we answer within 1 business day. See also: Security · FAQ · Pricing.