Dynamics 365 Business Central is a robust business management solution that streamlines operations across finance, sales, and customer service. With Relevance AI, you can leverage AI Agents to enhance decision-making and automate complex workflows.
Dynamics 365 Business Central provides comprehensive tools for managing business processes. Relevance AI amplifies these capabilities by enabling intelligent AI Agents to automate tasks and derive insights from your data.
Real-Time Financial Orchestration
The AI agent seamlessly coordinates financial data flows and automates complex accounting processes across Business Central's modules.
Predictive Supply Chain Mastery
Leverages historical data patterns to optimize inventory levels and automate purchase orders before stock depletion occurs.
Proactive Risk Detection
Identifies potential financial and operational risks by analyzing patterns in Business Central data streams.
Relevance AI seamlessly integrates with Dynamics 365 Business Central, enhancing your workflows with powerful data management capabilities.
What you’ll need
You don't need to be a developer to set up the Dynamics 365 Business Central and Relevance AI integration. Follow this simple guide to get started:
- A Microsoft 365 Business Central account with administrative privileges
- A Relevance AI account with appropriate API access
- Authorization credentials (connection is secured through Azure AD authentication—no manual credential storage required)
Security & Reliability
The integration enables secure OAuth-based authentication, ensuring that only authorized workflows can access your Microsoft Dynamics 365 Business Central data. Relevance AI manages API operations (such as creating, updating, and retrieving customers and sales orders) in the background, allowing you to focus on your business processes without worrying about errors, formatting, or API limits.
With built-in validation and type conversion, your workflows will run seamlessly, even when data formats differ. This integration streamlines customer management and provides real-time sales order tracking, enhancing your operational efficiency.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the Dynamics 365 Business Central + Relevance AI integration without writing code:
- Start with a well-structured Business Central environment: Ensure your customer and sales order data is organized with clear naming conventions and consistent formats.
- Utilize pre-built API calls: Relevance AI provides templates for common operations like creating and updating customers, which can help you get started quickly.
- Verify your OAuth setup: Double-check that you have the correct OAuth credentials and permissions for accessing the Business Central API.
- Test API calls with sample data: Before implementing in a live environment, test your API calls using sample data to avoid unintended consequences.
- Monitor API usage: Be mindful of API rate limits and implement throttling to manage request frequency and avoid service interruptions.
