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Microsoft Dynamics 365 Business Central integration

All-in-one business management solution by Microsoft. Use Microsoft Dynamics 365 Business Central from Zoft voice agents, chat agents, workflows and AI employees.

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  1. Starts withNew or Updated Record
  2. ZoftAgent or workflow decides what happens next
  3. Then in Microsoft Dynamics 365 Business CentralCreate Record
  4. AndUpdate Record
Illustrative flow built from Microsoft Dynamics 365 Business Central’s real triggers and actions.

Zoft + Microsoft Dynamics 365 Business Central

What Zoft can do with Microsoft Dynamics 365 Business Central.

  • 01Voice agentsA phone agent can use Microsoft Dynamics 365 Business Central actions such as Create Record and Update Record during the call, then hand off to a person when it should.
  • 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Microsoft Dynamics 365 Business Central while it talks to the customer.
  • 03WorkflowsStart a workflow when “New or Updated Record” happens in Microsoft Dynamics 365 Business Central, or use Microsoft Dynamics 365 Business Central as any step on the canvas.
  • 04AI employeesAn AI employee can find and use Microsoft Dynamics 365 Business Central actions on its own, and ask for your approval before it sends or changes anything important.

Actions 6

Things Zoft can do in Microsoft Dynamics 365 Business Central.

  • Get RecordRetrieves the details of a record by it's ID.
  • Create RecordCreates a new record.
  • Delete RecordDeletes an existing record.
  • Update RecordUpdates an existing record.
  • Search RecordsRetrieves a list of records.
  • Custom API CallMake a custom API call to a specific endpoint

Triggers 1

Events in Microsoft Dynamics 365 Business Central that can start a workflow.

  • New or Updated RecordTriggers when a new record is added or modified.

Setup

Connect Microsoft Dynamics 365 Business Central in three steps.

  1. 01ConnectChoose Microsoft Dynamics 365 Business Central in Connections and approve access in the Microsoft Dynamics 365 Business Central sign-in window. Zoft never sees your password.
  2. 02Put it to workAdd Microsoft Dynamics 365 Business Central as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

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FAQ

Microsoft Dynamics 365 Business Central on Zoft, answered.

What can Zoft do with Microsoft Dynamics 365 Business Central?

Zoft supports 6 actions and 1 trigger for Microsoft Dynamics 365 Business Central. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Microsoft Dynamics 365 Business Central to Zoft?

Choose Microsoft Dynamics 365 Business Central in Connections and approve access in the Microsoft Dynamics 365 Business Central sign-in window. Zoft never sees your password.

Can a voice agent or chat agent use Microsoft Dynamics 365 Business Central?

Yes. Once Microsoft Dynamics 365 Business Central is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Microsoft Dynamics 365 Business Central without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Microsoft Dynamics 365 Business Central to work in your operation.

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