Dynamics 365 Business Central Integration
The B2B quoting layer for Dynamics 365 Business Central.
Item and customer sync from Dynamics 365 Business Central, with sales order creation on acceptance.
Connector Technical Specs
Integration Overview
How TackQuote connects with Dynamics 365 Business Central
Eliminate manual data entry, prevent shipping or pricing errors, and streamline B2B order execution.
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.
Bi-Directional Sync
Data objects synchronized between systems
Here is exactly how data flows between TackQuote and Dynamics 365 Business Central to maintain complete system alignment.
Master Price Book Sync
Sync contract pricing matrices, volume discount tiers, and customer-specific price books from Dynamics 365 Business Central.
Sales Order & Invoice Post
Post accepted quotes directly as sales orders or accounts receivable invoices into Dynamics 365 Business Central GL accounts.
Net Terms & Credit Limit Check
Validate buyer credit balances and payment terms in Dynamics 365 Business Central before enabling Net-30 quote checkout.
Tax Code & AR Ledger Mapping
Align tax jurisdiction codes and line-item revenue accounts across Dynamics 365 Business Central and TackQuote.
Capabilities
What's included in the Dynamics 365 Business Central connector
Built out-of-the-box for enterprise sales teams, distributors, and manufacturers.
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.
Setup Guide
4 steps to connect Dynamics 365 Business Central
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.
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.
Requirements
What you need to get started
Prerequisites for authenticating Dynamics 365 Business Central with your TackQuote tenant.
- 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
All integrations included
No per-connector fees, middleware subscriptions, or hidden charges. Connect Dynamics 365 Business Central and all 63+ connectors under your standard TackQuote plan.
FAQ
Frequently asked questions about Dynamics 365 Business Central
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.
Workflow Ecosystem
Works seamlessly alongside Dynamics 365 Business Central
Combine shipping, ERP, CRM, and payment connectors for end-to-end B2B sales automation.
Ready to connect Dynamics 365 Business Central?
Start your free 14-day TackQuote trial. Connect Dynamics 365 Business Central in under 5 minutes with zero credit card required.