Business Central
Connect Dynamics 365 Business Central so agents can work your ERP — customers, invoices, orders, and reports
Connect Microsoft Dynamics 365 Business Central and agents can operate your ERP in plain language: "create an invoice for Northwind for 2 solar panels", "how are my receivables aging?", "send quote 1012 to the customer".
Prerequisites
- A Microsoft work account (Entra ID) in a tenant with Dynamics 365 Business Central.
- A Business Central license and company access for the account you connect — agents can only see and do what that account can.
- Depending on your tenant's policy, a Microsoft admin may need to grant consent the first time someone in your organization connects.
Connecting
Open the Integrations hub (avatar → Integrations) and find the Business Central card.
Choose Connect from the card's menu and sign in with your Microsoft work account. If your tenant requires it, an admin approves the permissions once.
Done — ask an agent something read-only to verify, like "list my Business Central companies" or "show the latest sales invoices".
What agents can do
Once connected, agents cover the day-to-day ERP surface:
| Area | Examples |
|---|---|
| Customers & vendors | Create, update, look up balances |
| Sales | Quotes → orders → invoices → posting, credit memos, PDFs, sending by email |
| Purchasing | Purchase invoices and orders, receive & invoice |
| Items | Create and update items, ledger and location lookups |
| Finance | Aged receivables/payables, balance sheet, income statement, trial balance, G/L entries, customer payments |
| Documents | Upload/download attachments on records |
Multi-step workflows work too — an agent can run quote-to-cash end to end, consolidate shipments into invoices, or chase overdue receivables, asking you before anything is posted.
Posting documents (invoices, payments) is permanent in Business Central. Agents will prepare drafts and ask before posting — and you can always tell them explicitly "do not post or ship anything".
Troubleshooting
- "Reconnect required" — tokens expire; open the card's menu and reconnect.
- Missing company or environment — the connected account must have access to the company in Business Central itself; fix the permission there, then retry.
Related pages
- Integrations hub
- Hired agents — put an ERP-capable agent in front of your team