ERP & Inventory
Connect Dynamics 365 Business Central
The B2B quoting layer for Dynamics 365 Business Central.
Overview
Dynamics 365 Business Central + TackQuote
TackQuote integrates with Microsoft Dynamics 365 Business Central through its OData/REST APIs so quotes are built from live item records and accepted quotes are written back as Business Central sales orders. Item, price, and inventory data refresh on a two-hour scheduled pull plus an on-demand refresh, while sales orders and customer records are pushed as soon as a quote is accepted.
TackQuote connects to Business Central via OAuth against the Microsoft identity platform. Items and inventory refresh every two hours; sales orders are pushed on acceptance.
Before you start
What you'll need
- Dynamics 365 Business Central (cloud or on-prem with API exposed)
- Azure AD app registration with Business Central API permissions
- Business Central permissions for items, customers, and sales orders
- TackQuote Pro plan or above
Setup
How to connect Dynamics 365 Business Central
Register an Azure AD app
Register an app in Azure Active Directory with permissions to the Business Central API and grant admin consent for your tenant.Connect in TackQuote
Authorize via OAuth in TackQuote Integrations → Business Central and select your environment and company. TackQuote begins the item sync.Map items and order defaults
Confirm price and location mapping and set the sales order defaults used when quotes are accepted.Go live
Build quotes from live Business Central items. Accepted quotes create sales orders and matched customers automatically.
Capabilities
What you get
Item & Price Sync
TackQuote pulls Business Central items, unit prices, and units of measure into the quote builder on a scheduled cadence.
Sales Order Creation
Accepted quotes create Business Central sales orders with items, quantities, customer, and location mapped across.
Customer Sync
TackQuote matches buyers to Business Central customers and creates new customer cards when needed.
Inventory Awareness
Item inventory pulls into TackQuote so reps can quote against current stock.
FAQ
Dynamics 365 Business Central questions
Does this support on-premises Business Central?
Yes, provided the Business Central API is exposed and reachable. Cloud environments connect via OAuth against the Microsoft identity platform.
What do I need to connect TackQuote to Business Central?
An Azure AD app registration with Business Central API permissions and tenant admin consent, plus TackQuote Pro plan or above.
How current is the item and inventory data in quotes?
Items and inventory refresh on a two-hour scheduled pull plus an on-demand refresh from the quote builder. Sales orders and customer records push to Business Central immediately on acceptance.