Microsoft Dynamics Integrations

Connect Business Central and Dynamics 365 apps with Dataverse, Power Automate, and APIs—secure patterns, governance, and support.

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Why Joesoftware?
Implementation
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Microsoft Dynamics Integrations

Your business already relies on systems that keep operations running smoothly. As you add a new Microsoft Dynamics solution, those systems need to share information seamlessly. Joesoftware has extensive experience integrating on-premise, cloud, and legacy applications with Microsoft Dynamics GP, Dynamics 365, and Business Central. Our team connects your POS, billing, and inventory platforms, along with other business applications, to keep data accurate, consistent, and easy to access.

Our integrations align the tools your teams already use with the Microsoft ecosystem, ensuring that customers, orders, invoices, inventory, and expenses flow reliably between systems. We use Dataverse synchronization, Power Automate workflows, and Business Central APIs to create near real-time connections that reduce manual work and improve collaboration across finance, operations, and sales. For complex or legacy environments, middleware manages larger data transfers efficiently and supports ongoing stability.

Common Patterns

Business Central and Dynamics 365 Sales Integration

  • Accounts/contacts, products, prices, quotes/orders; Dataverse-based mapping. 


We connect Business Central with Dynamics 365 Sales to synchronize accounts, contacts, products, pricing, quotes, and orders through Dataverse-based mapping.

Banking and Payments

  • Bank feeds, remittance/EFT files, reconciliation rules.

Our integrations streamline financial operations by automating bank feeds, remittance and EFT file handling, and reconciliation rules.

E-commerce and Warehouse Management

  • Orders, inventory, shipments, returns
We link your e-commerce and warehouse systems to manage orders, inventory, shipments, and returns in real time.

Expenses and Document Management

  • Expense tools to BC purchase/GL; document capture.
Expense tools are connected directly to Business Central for seamless posting to purchasing and general ledger modules, with document capture solutions that simplify record keeping.

Files and Bulk Loads

  • Staged imports for masters and opening balances.
We provide staged import processes for master data and opening balances to ensure a clean and accurate system star

Tooling

Dataverse Synchronization (Business Central Online

  • standard tables, company-aware mappings, multi-company option. 



Business Central Online supports native Dataverse synchronization, allowing data to flow between standard tables with company-aware mappings and optional multi-company configurations.

 

Power Automate

  • event-driven approvals, notifications, cross-app workflows; runs inside BC and across M365. 


We design event-driven approvals, notifications, and cross-application workflows that run inside Business Central and across the Microsoft 365 environment, improving automation and collaboration.

Middleware Solutions

  • SmartConnect/SSIS toolkits for bulk, change-only, and complex mappings. 


When more complex or high-volume integrations are required, we implement middleware such as SmartConnect or SSIS toolkits to manage bulk data, change-only synchronization, and advanced mapping requirements.

Business Central web services/APIs

  • modern REST API recommended; OData (legacy) and SOAP still available for certain scenarios. 


Our integrations use modern REST APIs as the preferred method for connectivity. OData and SOAP interfaces remain available for legacy or specialized scenarios where they are best suited.

Security & Governance

Our integration design follows strict security and governance standards. We establish clear environment strategies and dedicated service accounts to manage access safely. API permissions, scopes, and throttling rules are configured with retry policies to ensure stability and control. Error handling, audit logs, and alerting are built into every deployment, supported by clear documentation for both deployment procedures and incident response.

Environment strategy and service accounts

API permissions, scopes, throttling, and retry policies

Error handling, audit logs, and alerting

Runbooks for deploys and incident response
Security & Governance

Tooling

BC ↔ Sales orders

  • sync customers/items/price lists; Sales creates orders, BC fulfills/bills; Power Automate sends order confirmations.

Sales Orders Integration

Customers, items, and price lists stay synchronized between Dynamics 365 Sales and Business Central. Sales creates orders, Business Central fulfills and invoices them, and Power Automate sends order confirmations.

E-comm to BC

  • orders batched every 5–10 minutes; inventory + shipments return to store; exception queue for backorders.

E-commerce Integration

Orders are imported into Business Central in frequent batches, with inventory and shipment updates returned to the online store and an exception queue managing any backorders.

Expenses to BC

  • Expense tool exports → BC purchase journals with dimensions; monthly auto-post with review.

Sales Orders Integration

Customers, items, and price lists stay synchronized between Dynamics 365 Sales and Business Central. Sales creates orders, Business Central fulfills and invoices them, and Power Automate sends order confirmations.

Frequently Asked Questions

We use Dataverse, Microsoft’s standard integration platform, to map entities and synchronize records between Business Central and Dynamics 365 Sales. The integration is company-aware and supports multi-company environments, ensuring data stays accurate and aligned across both systems.

Dataverse is Microsoft’s secure data platform that underpins Dynamics 365 and the Power Platform. It standardizes data structures and simplifies how applications such as Business Central, Dynamics 365 Sales, and Power Apps connect and share information, making integrations more consistent, scalable, and easier to manage.