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Integrations & automation

Business Central Integrations & Automation

Let Business Central do the chasing: approvals, alerts and document entry handled automatically.

STW Services builds Power Automate solutions around Business Central that respond to business events, route approvals by rule, notify people in Teams and Outlook, and turn emailed documents into Business Central transactions.

  • Business events & webhooks
  • Approvals in Teams/Outlook
  • AI document capture
An event in Business Central triggers Power Automate, which routes an approval to Teams or Outlook and writes the result back to Business Central Event in e.g. quote needs approval Power Automate rules: amount · country · risk Approver in approve · reject Business Central released · notified · logged in Business Central in Teams / Outlook ✓ Error alertsnamed owner notified✓ Run logsaved · skipped · failed✓ Reusable child flowse.g. currency conversion✓ Least-privilege accessEntra ID app registration
Event-driven approvals: Business Central does the chasing
What we automate

Five kinds of automation we build

Event-driven notifications

React when a purchase receipt is posted or stock is ready to ship: email or Teams, with document lines.

Rule-based approvals

Quotes, purchase documents and customers routed by amount, country or risk; records released once approved.

AI-assisted document capture

Emailed invoices extracted by AI and created as purchase orders with lines.

Teams & Outlook alerts

Released POs, failed job queues and exceptions surfaced before customers notice.

Reusable building blocks

Shared child flows, such as currency conversion using Business Central rates.

Built to last

Error alerts, run logs, least-privilege access and documentation.

Project experience

Recent integration work

Client names withheld for confidentiality.

EuropeMulti-country

Multi-country sales and finance processes

Dynamics 365 Sales connected to Business Central, plus flows for country-specific quote approvals, customer approvals, receipt notifications, export-control alerts and currency conversion.

CRM integration
Middle EastShipping

Invoice-to-purchase-order automation

Emailed vendor invoices → AI extraction → Business Central POs with lines → SharePoint log → verification email → failure alerts.

Public guides

Published Business Central automation guides

Our team has written step-by-step guides on sales, purchase and customer approvals, Teams PO alerts and job-queue notifications.

See the guides
APIs

Standard APIs or custom APIs?

Business Central ships with standard REST APIs (v2.0) for customers, vendors, items, documents and journals. Microsoft recommends them where they fit. When an integration needs custom fields, tables or logic, we build custom API pages or queries in AL.

Integrations authenticate through Microsoft Entra ID app registrations, never shared user passwords.

Standard API v2.0

Maintained by Microsoft; survives updates

Custom API pages

Your fields, tables and logic

Business events & webhooks

React instantly to changes

Power Automate connector

Approvals, alerts, document flows

Systems

What we connect Business Central to

Delivered with Business Central
  • Dynamics 365 Sales via Dataverse
  • Outlook
  • Teams
  • SharePoint
Delivered on other platforms (patterns we bring)
  • External ERP & invoicing systems
  • Microsoft Planner
  • DocuSign, Twilio/WhatsApp
  • Sage 300 integration
We can assess for your Business Central
  • E-commerce incl. Shopify Connector
  • Logistics & carriers
  • Banking & payment files
  • EDI, payroll, industry systems
Copilot & AI

Copilot and agents in Business Central

We already use AI in Business Central processes (invoice extraction into purchase orders) and build agents with Copilot Studio. Before rolling out Business Central’s own agents, plan around a few facts:

  • Copilot and agents are available for Business Central online, not on-premises
  • Agents consume Copilot credits, budgeted separately from user licences
  • Features move from preview to general availability across release waves
  • We help you evaluate controls, approvals and running costs first
FAQ

Integration questions

What teams ask before automating around Business Central.

Ask us a question
Do Business Central automations need custom code?

Often not. Many approvals and notifications run on Power Automate with the Business Central connector and business events.

Can approvals happen in Teams?

Yes. Requests go to Teams or Outlook and the decision is written back to Business Central.

Can you automate invoice entry into Business Central?

Yes. We’ve built an email-to-purchase-order solution with AI extraction, logging and error alerts.

Can Business Central integrate with SharePoint?

Yes: document storage, processing logs and approval workflows that combine SharePoint, Teams and Business Central data.

What happens if an automation fails?

Alerts and logs tell a named person immediately, with enough detail to fix it.

Next step

Find the manual work worth automating

List the approvals, re-keyed documents and alerts that cost your team time. We’ll suggest where to start.

  • A reply from someone who knows Business Central
  • Practical next steps, whether or not we work together
  • No obligation

Book a Business Central Consultation

Tell us about your Business Central requirement. We’ll reply with practical next steps.

  • Pick “Business Central Solutions” in the form
  • Share your current system and what you need
  • Or email support@stw-services.com
Book a Business Central Consultation