Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central

All-in-one business management solution by Microsoft.

Microsoft Dynamics 365 Business Central currently provides 1 trigger that can start a workflow and 6 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.

CRM1 trigger6 actions

Triggers

(1)

New or Updated Record

Triggers when a new record is added or modified.

Actions

(6)

Create Record

Creates a new record.

Delete Record

Deletes an existing record.

Get Record

Retrieves the details of a record by it's ID.

Update Record

Updates an existing record.

Search Records

Retrieves a list of records.

Custom API Call

Make a custom API call to a specific endpoint

What can you automate with Microsoft Dynamics 365 Business Central and Coherence?

These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.

Bring Microsoft Dynamics 365 Business Central activity into Coherence

Start from a supported Microsoft Dynamics 365 Business Central event, then create or update the appropriate CRM, project, or custom record with the source context preserved.

Starts with

New or Updated Record

Finishes with

Create or update a Coherence record

Act in Microsoft Dynamics 365 Business Central from a Coherence workflow

Use a change in Coherence to run a supported Microsoft Dynamics 365 Business Central action, so the next step follows the record instead of relying on someone to copy it.

Starts with

A Coherence record or workflow changes

Finishes with

Create Record

Connect Microsoft Dynamics 365 Business Central to the wider customer workflow

Combine Microsoft Dynamics 365 Business Central with another integration and Coherence records to keep account, contact, and deal context attached to the work around it.

Starts with

New or Updated Record

Finishes with

Create Record, then preserve the outcome in Coherence

How to connect Microsoft Dynamics 365 Business Central

The exact authentication fields depend on Microsoft Dynamics 365 Business Central. The workflow structure stays straightforward:

1

Connect the account

Authorize the Microsoft Dynamics 365 Business Central account and permissions the workflow needs.

2

Choose a supported step

Select one of the current triggers or actions listed above and map its fields.

3

Test with a real record

Run a small test, inspect the result in both systems, and only then enable the workflow.

Related integrations for the same workflow

Explore apps that share a category with Microsoft Dynamics 365 Business Central or provide a complementary trigger or action.

Microsoft Dynamics 365 Business Central integration questions

What can I automate with the Microsoft Dynamics 365 Business Central integration?

Microsoft Dynamics 365 Business Central currently provides 1 trigger that can start a workflow and 6 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.

How many Microsoft Dynamics 365 Business Central triggers and actions are available?

Microsoft Dynamics 365 Business Central currently lists 1 trigger and 6 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.

Can Microsoft Dynamics 365 Business Central connect to other apps through Coherence?

Yes. A workflow can combine supported Microsoft Dynamics 365 Business Central triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.

Do I need to write code to connect Microsoft Dynamics 365 Business Central?

The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.

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