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 0CodeKit + Relevance AI integration without writing code:
- Start with a clear setup: Ensure your 0CodeKit account is properly configured with the necessary OAuth credentials and permissions.
- Utilize example code: Leverage the provided code snippets for PDF compression and barcode reading to jumpstart your integration.
- Validate inputs: Always check your input parameters for correctness before making API calls to avoid unnecessary errors.
- Test with sample data: Run your automations using test PDFs and images to ensure everything works smoothly before going live.
- Monitor API usage: Keep an eye on your API calls to avoid hitting rate limits, and implement caching where appropriate.
