Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central integration in Lleverage connects your workflows and agents to your ERP, so they can look up customers and items, raise sales and purchase documents, and keep Business Central in step with the rest of your processes.

How to Connect

Business Central is an ERP connection, and ERP connections are set up together with the Lleverage team because they need configuration specific to your environment.

1. Contact the Lleverage team via support or your account manager to start the managed setup

2. Sign in with Microsoft using an account that has access to your Business Central environment when asked

3. Confirm the connection appears in Settings > Connections, ready for use in workflows and by agents

💡 Once connected, you can control which actions the connection allows and which need approval before running, just like any other connection.

What Business Central Can Do

• Customers - create, update, find and list customers

• Vendors - find and list vendors and retrieve their details

• Items - find and list items and retrieve item details

• Sales orders - create sales orders, add order lines, update and look up existing orders

• Sales invoices - create invoices and invoice lines, and find or list existing invoices

• Sales quotes - create and look up sales quotes

• Purchase invoices - create invoices and invoice lines, update them, and find or list existing ones

• Companies and attachments - list the companies in your environment, upload attachments, and batch several requests together

💡 Use case: Turn an incoming order email into a sales order automatically, or let an agent look up a customer's open invoices before answering a query.

Important Considerations

• The connected account's permissions in Business Central determine what the integration can see and change

• Most actions ask you to pick the company first, since Business Central environments often contain several