Software automation

AI automation for Microsoft Dynamics 365

Microsoft Dynamics products can be connected to AI-driven workflows through supported APIs and Microsoft ecosystem services, with permissions defined around the actual business task.

In short

Microsoft Dynamics products can be connected to AI-driven workflows through supported APIs and Microsoft ecosystem services, with permissions defined around the actual business task.

Products and areas we may work around

Dynamics 365 Business Central

The exact scope depends on the customer deployment.

Dynamics 365 Sales

The exact scope depends on the customer deployment.

Dynamics 365 Supply Chain and related products

The exact scope depends on the customer deployment.

Possible integration methods

Business Central REST APIs

Used only when supported and appropriate for the installed environment.

Supported Dynamics 365 APIs and connectors

Used only when supported and appropriate for the installed environment.

Microsoft 365 email/document workflows

Used only when supported and appropriate for the installed environment.

Custom API endpoints when needed

Used only when supported and appropriate for the installed environment.

Automation examples

Outlook request → Business Central action

A concrete scenario is validated against the available data, permissions and business rules.

Customer enquiry → Dynamics CRM update

A concrete scenario is validated against the available data, permissions and business rules.

Excel/document validation before ERP entry

A concrete scenario is validated against the available data, permissions and business rules.

Approval-driven order or purchasing flow

A concrete scenario is validated against the available data, permissions and business rules.

Before implementation

Important limitation

We distinguish between Business Central and other Dynamics 365 products because their data models and integration interfaces differ.

Visual reference

Official interface reference

AI automation for Microsoft Dynamics 365 interface reference
Official product interface reference used to identify the software discussed on this page. Product names and interfaces belong to their respective owners.
Next step

Show us one repetitive process.

We will review how it works today, which systems are involved and what can realistically be automated.