Dynamics 365 Business Central
Connect finance, sales, service, and operations teams with a comprehensive business management solution trusted by over 50,000 small and medium-sized businesses.
An all-in-one cloud ERP, not a collection of modules you have to glue together.
Business Central connects finance, purchasing, inventory, manufacturing, sales, projects and service in a single database, with Microsoft 365, Power BI and Copilot on top. Two major updates a year mean you are never stuck on an old version. Our job is to make sure the way it is set up matches the way you actually work.
Connected to Microsoft 365
Live data in Outlook, Excel and Teams. Create quotes from your inbox, bulk-edit records in Excel, and look up a customer in a Teams chat.
Copilot AI
Summarize, analyze, draft and support selected business processes with Copilot and AI agents in Business Central.
Current and compliant
Two major updates a year, Microsoft Entra ID authentication, audit file exports and Canadian tax handling out of the box.
One operational foundation.
Finance, sales, purchasing, inventory, planning, projects, service, warehousing and manufacturing share the same business data and workflow foundation.
What Business Central actually does.
Drawn from Microsoft Business Central documentation and organized around the work our clients manage.
Control financial performance with connected operational detail.
General ledger, payables and receivables
Manage the financial backbone of the organization with traceable entries and shared dimensions.
General ledger and dimensions
- Chart of accounts
- Dimensions
- General and recurring journals
- Allocation accounts
Accounts payable
- Vendor invoices
- Payment suggestions
- Approval workflows
- Payment journals
Accounts receivable
- Customer invoicing
- Payment application and collections
- Reminders and finance charges
- Credit limits
Intercompany and consolidation
- Intercompany transactions
- Multi-company consolidation
- Cross-environment consolidation
- Consolidated reporting
Cash visibility and bank processes
Connect daily banking work with forecasting, payments and ledger control.
Bank reconciliation
- Bank statement imports
- Automatic transaction matching
- Matching rules and exceptions
- Bank account reconciliation
Cash-flow forecasting
- Receivables and payables inputs
- Sales, purchasing, project and service inputs
- Forecast adjustments
- Current liquidity view
Payments and deposits
- Payment journals and proposals
- Bank deposits
- Electronic payments
- Direct debit collections
Currencies
- Multi-currency transactions
- Exchange rates
- Realized and unrealized gains or losses
- Additional reporting currency
Assets, compliance and financial reporting
Maintain supporting ledgers and produce financial views for management and statutory needs.
Fixed assets
- Acquisitions and disposals
- Depreciation books and methods
- Maintenance and insurance
- Allocations and revaluation
Deferrals and cost accounting
- Revenue and expense deferrals
- Deferral schedules
- Cost centres and cost objects
- Cost allocations
Canadian localization
- Canadian sales-tax setup
- Tax areas and jurisdictions
- Purchase and use tax
- Localized financial requirements
Financial reporting
- G/L budgets
- Financial statements and reports
- Account schedules
- Analysis by dimension
Coordinate purchasing and inventory from demand to replenishment.
Purchasing and vendor management
Plan and execute procurement with vendor terms, documents and approval controls.
Vendors and purchasing
- Vendor records
- Purchase quotes and orders
- Purchase invoices and receipts
- Returns and credit memos
Price lists and discounts
- Vendor price lists
- Purchase line discounts
- Purchase invoice discounts
- Effective dates and currencies
Blanket and drop-ship orders
- Blanket purchase orders
- Released purchase orders
- Drop shipments
- Special orders
Approvals and item charges
- Purchase approval workflows
- Document routing and status
- Freight, duty and ancillary charges
- Item-charge allocation
Inventory availability and replenishment
Balance service levels and working capital with item-level availability and planning.
Items and stockkeeping units
- Item records and variants
- Units of measure
- Locations and stockkeeping units
- Replenishment settings
Tracking and reservations
- Lot tracking
- Serial-number tracking
- Package tracking
- Inventory reservations
Availability
- Availability by event
- Availability by location
- Availability by period
- Demand and supply visibility
Planning
- Requisition worksheet
- Planning worksheet
- MRP and MPS suggestions
- Action messages
Organize receiving, movement, picking and shipping according to operational complexity.
Warehouse execution and order fulfillment
Organize receiving, movement, picking and shipping according to operational complexity.
Locations and bins
- Multiple locations
- Zones and bins
- Dedicated bins and bin capacity
- Directed put-away and pick
Receipts and shipments
- Warehouse receipts
- Warehouse shipments
- Transfer orders
- Staged warehouse posting
Pick and put-away
- Inventory picks and put-aways
- Warehouse picks and put-aways
- Warehouse movements
- Barcode and ADCS support
Order fulfillment
- Reservations
- Assembly-to-order
- Drop shipments and returns
- Available-to-promise and capable-to-promise
Plan, execute and cost production in the same operational system.
Bills of materials and routings
Define what is produced, how it is produced and which versions apply.
Production BOMs
- Multi-level production BOMs
- Components and quantities
- Units of measure
- Scrap factors
Routings
- Operations and sequences
- Work centres and machine centres
- Setup and run times
- Wait and move times
Versions and families
- Production BOM versions
- Routing versions
- Effective dates
- Production families
Materials, demand and capacity planning
Translate demand into production and purchasing suggestions while respecting available capacity.
Master planning
- Master Production schedule (MPS)
- Material requirements planning
- Planning action messages
Demand inputs
- Sales demand
- Production forecasts
- Safety stock and reorder parameters
Capacity calendars
- Shop calendars and shifts
- Work-centre capacity
- Machine-centre capacity
- Efficiency and finite loading
Order promising
- Available-to-promise
- Capable-to-promise
Subcontracting
Plan and purchase outside operations as part of the routing.
Subcontracting
- Subcontract work centres
- Outside routing operations
- Subcontract purchase orders
- Subcontract costs and receipts
Production orders and shop-floor activity
Release, consume, output and cost production with traceability back to the order.
Production orders
- Simulated and planned orders
- Firm planned and released orders
- Components and routings
- Scheduling and status control
Consumption and output
- Material consumption
- Output quantities
- Operation time
- Scrap
Production journal
- Combined consumption and output
- Time and scrap entry
- Production-order progress
- Shop-floor posting
Production costing and work in process
Calculate expected and actual cost and reconcile work in process.
Costing and work in process
- Expected cost
- Actual cost
- Work-in-process calculation
- Variance and reconciliation
Manage relationships, pricing and commercial documents from opportunity to invoice.
Contacts, opportunities and sales activity
Keep structured relationship and opportunity information close to commercial transactions.
Contacts and interactions
- Company and person contacts
- Contact details
- Interaction history
- Customer and vendor links
Opportunities
- Sales cycles
- Opportunity stages
- Tasks and activities
- Probability and outcomes
Campaigns and segments
- Contact segments
- Sales and marketing campaigns
- Targeted activities
- Response and interaction tracking
Commercial documents, pricing and returns
Keep customer commitments connected to inventory, fulfillment and finance.
Sales documents
- Quotes and orders
- Invoices and blanket orders
- Return orders
- Credit memos
Price lists
- Customer price lists
- Campaign pricing
- Sales discounts
- Effective dates, currencies and units
Availability promises
- Available-to-promise
- Capable-to-promise
- Item availability
- Promised delivery dates
Credit and statistics
- Credit limits
- Overdue balances
- Customer blocking
- Customer and sales statistics
From quote to invoice and return
Coordinate the customer document lifecycle with pricing, inventory and finance.
Quotes and orders
- Sales quotations
- Quote approval
- Quote-to-order conversion
- Sales orders
Shipping and invoicing
- Shipment posting
- Invoice posting
- Combined or separate posting
- Partial shipments and invoices
Returns
- Sales return orders
- Return receipts
- Replacement orders
- Sales credit memos
Recurring sales
- Recurring sales lines
- Blanket sales orders
- Standard sales codes
- Repeat customer arrangements
D365 Sales Connector
Connect Business Central and Dynamics 365 Sales through Dataverse, while keeping commercial information synchronized and visible across both applications.
Core capabilities
- Data Sync: Automatically matches and synchronizes configured accounts and customers, contacts, products and items, price lists, quotes, and sales orders through Dataverse.
- Bidirectional Flow: Processes activated Dynamics 365 Sales quotes in Business Central and supports bidirectional sales-order synchronization when enabled.
- Real-Time Visibility: Gives sales representatives access to current item availability and pricing, outstanding invoices, and credit limits directly in Dynamics 365 Sales.
Plan work, assign resources and compare budget, usage, cost and billing.
Projects, resources and time
Plan work, assign resources and compare budget, usage, cost and billing.
Projects and tasks
- Project records
- Project task structure
- Planning lines and budgets
- Posting groups
Resources and capacity
- People and equipment resources
- Resource capacity
- Resource costs and prices
- Resource allocation
Timesheets
- Time entry
- Project and resource assignment
- Timesheet approval
- Approved-time posting
Billing and profitability
- Fixed-price billing
- Time-and-material billing
- Work in process
- Budget, cost and profitability analysis
Connect service operations with Dynamics 365 Field Service
Use the Dataverse-based integration to connect Field Service with Business Central project management, or with both project and service management in the Premium experience.
Bi-directional data sync
- Synchronize configured customer, item, resource, project and service data through Dataverse to reduce duplicate entry.
Work order management
- Create and manage work orders in Field Service, then connect them to Business Central project tasks or, with the Premium experience, service orders.
Inventory visibility
- With the optional Business Central Virtual Table app and required setup, view item availability by Business Central location from Field Service work orders.
Consumption and cost tracking
- Synchronize work-order products and services to Business Central project journals and post consumption manually or automatically based on setup.
Streamlined invoicing
- Fulfil and invoice completed work orders in Business Central using service activity and consumption recorded in Field Service.
Resource mapping
- Synchronize eligible Business Central resources with Field Service bookable resources and align duration through an hours unit of measure.
Learn more about the Business Central and Field Service integration
Manage repair, maintenance and field-service coordination for supported Business Central scenarios.
Service items, orders and agreements
Manage repair, maintenance and field-service coordination for supported Business Central scenarios.
Service items
- Service-item records
- Product and serial-number links
- Warranty information
- Service history
Service orders
- Diagnostics and service tasks
- Labour and parts
- Loaner management
- Completion and invoicing
Contracts
- Service contracts and SLAs
- Response commitments
- Periodic invoicing
- Renewal and expiration management
Skills and allocation
- Resource skills
- Service zones
- Availability-based assignment
- Dispatch and planning
Connect service operations with Dynamics 365 Field Service
Use the Dataverse-based integration to connect Field Service with Business Central project management, or with both project and service management in the Premium experience.
Bi-directional data sync
- Synchronize configured customer, item, resource, project and service data through Dataverse to reduce duplicate entry.
Work order management
- Create and manage work orders in Field Service, then connect them to Business Central project tasks or, with the Premium experience, service orders.
Inventory visibility
- With the optional Business Central Virtual Table app and required setup, view item availability by Business Central location from Field Service work orders.
Consumption and cost tracking
- Synchronize work-order products and services to Business Central project journals and post consumption manually or automatically based on setup.
Streamlined invoicing
- Fulfil and invoice completed work orders in Business Central using service activity and consumption recorded in Field Service.
Resource mapping
- Synchronize eligible Business Central resources with Field Service bookable resources and align duration through an hours unit of measure.
Learn more about the Business Central and Field Service integration
Turn Business Central data into analysis, automation and assisted work.
Reporting for every level of the business
Use financial statements, more than 300 built-in reports, analysis mode and Excel without disconnecting from Business Central.
Financial reporting
- Build no-code financial statements and KPIs
- Compare general ledger and budget entries
- Export results to Excel or PDF
Built-in reports
- Choose from more than 300 prebuilt reports
- Find reports by role and functional area
- Run, print or save reports in supported formats
Analysis mode
- Filter, group, summarize and pivot list data
- Save analysis tabs without leaving Business Central
Excel
- Open or export filtered Business Central data
- Use Excel analysis tools and supported Edit in Excel updates
Explore analytics, reporting and business intelligence on Microsoft Learn
Embedded dashboards and prebuilt Power BI apps
Move from operational transactions to interactive analysis with Microsoft Power BI reports designed for Business Central.
Embedded insight
- View interactive reports and KPIs in Business Central
- Open the same governed analysis in the Power BI service
Prebuilt functional apps
- Finance, inventory and inventory valuation
- Manufacturing, projects, purchasing and sales
- Subscription billing and sustainability
Reusable reporting foundation
- APIs, semantic models and reports by functional area
- Shared workspaces, scheduled refresh and controlled access
Access requirements
- Business Central online environment
- Applicable Power BI permissions and licensing
AI assistance in the flow of work
Use available Copilot experiences and agents to find, understand and act on business information.
Chat and find
- Natural-language questions
- Record lookup
- Page navigation
- Task and field guidance
Summaries and suggestions
- Record summaries
- Analysis assistance
- Field-value suggestions
- Supported content suggestions
Business agents
- Sales Order Agent
- Payables Agent
- Expense Agent
- Custom agents through Copilot Studio
Availability
- Release and preview status
- Regional availability
- Licensing requirements
- Consumption-based terms
Workflows, Power Platform and extensions
Extend or automate processes while keeping Business Central as the operational system of record.
Power Automate
- Approval flows
- Event-driven workflows
- Business Central connectors
- Cross-cloud automation
Power Apps and Dataverse
- Low-code applications
- Business Central connector
- Dataverse synchronization
- Connected Dynamics 365 processes
Business events and connectors
- Start connected processes from supported Business Central events
- Use standard connectors across Microsoft cloud services
Extensions
- Microsoft AppSource apps
- Partner extensions
- Custom extensions
- Upgrade-safe extension model
Business data where teams already work
Bring supported Business Central context into familiar Microsoft 365 experiences.
Outlook
- Customer and vendor context
- Contact information
- Supported sales documents
- Email-based work
Teams
- Share Business Central links
- Share adaptive cards
- View connected records
- Collaborate in chats and channels
Excel
- Analyze Business Central lists
- Edit supported records
- Publish supported updates
- Use Excel report layouts
Identity and access
- Microsoft Entra ID
- Roles and permission sets
- User access control
- Tenant data separation
Experience the Business Central difference.
Cloud delivery, global reach and an extensible Microsoft platform support the way your business operates today—and how it may evolve tomorrow.
Be ready for growth
Scale on Microsoft Cloud infrastructure designed for reliability, security and performance as transaction volumes, users and requirements evolve.
Take your business on the go
Work with Business Central from desktop, tablet or mobile across supported Windows, macOS, Android and iOS devices.
Rapidly deploy and onboard
Use role-based workspaces, guided setup, in-product help and Microsoft training resources to support implementation and user adoption.
Available worldwide
Operate across markets with support for 47 languages and availability in more than 242 countries and regions.
Meet your sustainability goals
Record, calculate and report greenhouse-gas emissions alongside operational data to support environmental reporting.
Customize with prebuilt apps
Extend Business Central with Microsoft Marketplace apps and industry-specific solutions that address specialized processes.
Collaborate in Microsoft Teams
Share Business Central records and links in Teams so colleagues can review business information and work together in context.
Streamline with custom workflows
Use built-in workflow templates or design connected approval and automation flows with Power Automate and Copilot.
Connect with existing systems
Use APIs, Dataverse and integration services to connect Business Central with payroll, commerce and other business systems.
AI agents for everyday finance and operations workflows.
Business Central agents can handle selected workflow steps across sales, payables and expense management—helping teams reduce manual work while keeping reviews, approvals and exceptions visible.
Simplify expense reporting and approvals.
Capture receipts, apply configured policies, and prepare expense reports for employee review and approval.
Capture expenses
- Process receipts and supporting documents.
- Extract relevant expense details.
Apply policy
- Check configured expense policies.
- Surface exceptions for review.
Prepare reports
- Build draft expense reports.
- Organize expenses for submission.
Keep people in control
- Retain employee review and approval.
- Respect Business Central permissions.
Turn email requests into sales documents.
Interpret customer requests, identify customers and items, check availability, and prepare quotes or orders for review.
Monitor requests
- Read supported customer emails.
- Identify the requested products and quantities.
Use current data
- Recognize customers and items.
- Check item availability.
Prepare documents
- Create supported quotes or orders.
- Carry request details into the draft.
Review before release
- Keep exceptions visible.
- Let authorized users confirm the document.
Automate vendor invoice preparation.
Monitor invoice emails, extract document details, and prepare purchase invoice drafts for supervisor review.
Monitor invoice email
- Watch a configured mailbox.
- Recognize supported invoice attachments.
Extract details
- Read vendor and document data.
- Prepare invoice lines.
Prepare drafts
- Create purchase invoice drafts.
- Surface incomplete or uncertain information.
Supervisor review
- Keep posting decisions with authorized users.
- Maintain an auditable review path.
Build agents around your own processes.
Create and manage conversational or task-focused agents with Copilot Studio and governed Business Central data.
Design for the process
- Create conversational experiences.
- Define task-focused agent actions.
Connect business context
- Use governed Business Central data.
- Work with supported Microsoft services.
Apply governance
- Respect configured permissions.
- Keep human oversight where required.
Extend over time
- Manage agents in Copilot Studio.
- Adapt actions as processes evolve.
More AI experiences in Business Central.
Additional Copilot, prediction and suggestion capabilities include:
- Chat with Copilot
- Analysis assist
- Record summaries
- Autofill
- E-document matching
- Bank account reconciliation assist
- Finance solution in Microsoft 365 Copilot
- Item substitute suggestions
- Greenhouse gas emission suggestions
- Sales line suggestions
- Marketing text suggestions
- Number series suggestions
- Semantic search for pages and reports
- Inventory forecasting
- Late payment prediction
- Cash flow analysis
Agent availability, preview status, supported languages and regions, licensing, configuration, and Copilot Credit requirements vary by capability.
Expense Agent in Business Central
Sales Order Agent in Business Central
Keep business data close to the tools people use every day.
Work with Business Central data in Excel.
Analyze operational data, publish supported changes and keep spreadsheet work connected to Business Central.
View and edit
- Open supported Business Central data in Excel.
- Publish supported updates back to Business Central.
Analyze
- Create calculations and reports.
- Work with familiar Excel tools.
Budgets
- Export general-ledger budgets.
- Import prepared budget data.
Layouts and imports
- Use Excel report layouts.
- Support configuration-package imports.
Bring customer and vendor context into Outlook.
Use Business Central information from the inbox and reduce application switching during customer and vendor conversations.
Connected context
- Review customer and vendor information.
- Open contact details from relevant messages.
Email and appointments
- Use context from email messages.
- Work from supported appointments.
Sales documents
- Create supported sales documents.
- Send documents from Outlook.
Linked records
- Open connected Business Central documents.
- Keep correspondence close to the transaction.
Connect reporting and analytics with Power BI.
Use governed Business Central data in reports, dashboards and Microsoft Power BI apps organized by functional area.
Reports and dashboards
- Connect Power BI to Business Central data.
- Share governed analysis through Microsoft services.
Embedded analytics
- Embed supported reports in Business Central.
- Keep insight close to operational work.
Financial and supply chain apps
- Finance, inventory and inventory valuation.
- Purchasing, sales and subscription billing.
Operational apps
- Manufacturing and projects.
- Sustainability reporting.
Automate connected business processes.
Use Power Automate to create event-driven flows and approval processes across supported cloud services.
Business Central connector
- Use supported Business Central triggers.
- Run connected actions from cloud flows.
Approvals
- Route supported approval requests.
- Keep exceptions visible to users.
Event-driven flows
- Respond to selected business events.
- Connect actions across Microsoft services.
Governed automation
- Use configured connections and permissions.
- Keep people in review steps where required.
Collaborate around Business Central records in Teams.
Share business context in chats and channels so colleagues can work together without losing the underlying record.
Share records
- Share Business Central records and page links.
- Keep the source record accessible.
Review details
- View connected record information.
- Respond with relevant business context.
Chats
- Discuss selected records in conversation.
- Bring operational data to the people involved.
Channels
- Collaborate with working groups.
- Keep shared context close to the team.
Prepare business documents with Word.
Design customer-facing layouts and prepare merged documents using familiar Microsoft Word tools.
Document layouts
- Design layouts for customer-facing documents.
- Prepare quote, order and invoice layouts.
Merged data
- Merge Business Central information.
- Prepare PDF or print output.
Templates
- Use Word templates for selected communications.
- Standardize document presentation.
Familiar editing
- Use Word layout tools.
- Keep the output connected to Business Central data.
Store and share Business Central files with OneDrive.
Keep connected files in Microsoft 365 and make supported workbooks easier to open, manage and share.
Store
- Keep connected files in Microsoft 365.
- Manage supported documents in OneDrive.
Share
- Share files with colleagues.
- Use Microsoft 365 access controls.
Open in the browser
- Open supported Excel workbooks.
- Work with Excel for the web.
Connected work
- Keep business files close to the source process.
- Reduce local file handling.
Business Central licensing by role.
Business Central combines full-user licenses with limited-user and shared-device options. The right mix depends on what each person or device must do—not simply how often someone signs in.
Full named user
Essentials
Comprehensive access for people who manage finance, sales and day-to-day operations.
- Finance and financial reporting
- Sales and purchasing
- Inventory, warehousing and supply chain
- Projects, customer relationships and core operations
Full named user
Premium
Everything included with Essentials, plus the capabilities required for more specialized operations.
- All Essentials capabilities
- Manufacturing and production management
- Service order and contract management
- Planning, capacity and shop-floor processes
Shared device
Device
Limited access assigned to a dedicated shared device rather than to each individual user.
- Multiple people can use the licensed device
- Shared or individual sign-in, depending on the scenario
- Point-of-sale, production-floor, warehouse or store-manager work
- Does not include full-user capabilities
Limited named user
Team Members
Limited access for employees who primarily read information and complete selected tasks for their own work.
- Read Business Central data
- Update permitted existing records and entries
- Approve or reject assigned workflow tasks within license limits
- Work with quotes, personal information and job time sheets in supported scenarios
Business Central resources
Explore Business Central capabilities across finance, sales, supply chain, manufacturing, projects, service, analytics and AI.
Download Business Central Capability GuideMicrosoft guide · PDF · 2 MBDynamics 365 Business Central Youtube PlaylistMicrosoft video playlists · YouTubeDynamics 365 Business Central TrainingMicrosoft Learn · Learning paths
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Special ProjectsIntegrate Business Central with an external solution.Explore this pathNot sure how much of this you already own and use? The Dynamics NAV | Business Central Audit answers that.