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Microsoft ERP engineering
Microsoft Dynamics 365 Business Central Automation & Integration
Extend Business Central beyond core ERP transactions with reliable automations, operational guardrails, integrations, and decision-ready reporting.
Optimion works across Business Central APIs, custom endpoints, Power Automate, Power BI, AL extensions, SharePoint, Outlook, and Teams to improve the processes surrounding ERP data.
- Purchasing
- Inventory
- Sales orders
- Finance
- Power BI
- Power Automate
- AL
- Microsoft 365
Operational needs
Business Central work we handle
The work starts with the actual handoff, exception, or decision that is slowing the team down—not with a predetermined platform.
- Purchase-order and vendor follow-up workflows
- Sales-order handoffs and customer statements
- Custom API endpoints and external system synchronization
- Inventory warnings and purchasing guardrails
- SharePoint and Microsoft 365 document workflows
- Power BI models using Business Central and Value Entry data
- Approval, notification, and exception processes
- Operational reporting across ERP entities
Implementation approach
Built around the system of record and the people using it
- 1
Map the process
Trace the operational process to the relevant Business Central entities
- 2
Design the system
Choose the right extension point: API, event, Power Automate, reporting model, or AL
- 3
Build and validate
Keep guardrails separate from core posting logic where possible
- 4
Launch with ownership
Validate data grain, permissions, error paths, and posting implications
- 5
Monitor and improve
Document and hand off the solution for ongoing support
Systems we work with
Experience integrating with your operating stack
- Dynamics 365 Business Central
- AL
- Power Automate
- Power BI
- DAX
- Power Query
- OData
- REST APIs
- SharePoint
- Outlook
- Teams
- Azure
Good fit
Who this service is for
- Business Central teams with manual work around purchasing, sales, finance, or inventory
- Organizations integrating Business Central with CRM, procurement, commerce, or Microsoft 365
- Operations that need custom controls without changing core posting behavior
- Management teams that need trustworthy ERP reporting
Frequently asked questions
Straight answers before we talk
Can you automate Microsoft Dynamics 365 Business Central?
Yes. Depending on the process, we use standard APIs, custom endpoints, Power Automate, AL extensions, Power BI, or Microsoft 365 services. The implementation is selected around transaction risk, maintainability, and the required timing.
Can you automate purchase orders and vendor follow-up?
Yes. Work can include PO status tracking, vendor email intake, expected-receipt updates, approval routing, exception queues, and Power BI purchasing views.
Do you build Business Central AL extensions?
Yes. Verified work includes warning-only purchasing and sales-order guardrails. Extensions are designed around a focused business rule and tested so they do not unnecessarily interfere with core posting logic.
What if our software does not have a native integration?
We inspect its API, webhook, export, database, and authentication options. Depending on the system, we can build a custom connector, use scheduled synchronization, or create a controlled import/export workflow with logging and error handling.
Start with the real process