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Connect Claude & ChatGPT to Microsoft Dynamics 365 Business Central

Ask your AI which customers owe money, what is on an open sales order or to draft an invoice in Business Central. It can create customers, items, sales quotes, orders and invoices with lines, post and email invoices, and read vendors, purchase invoices and customer payments. Finance questions get answered without building a report.

Connect Microsoft Dynamics 365 Business Central free

Free plan, no credit card. Takes about a minute.

Try asking

  • “Who owes us money, and how old is it?”

    The AI lists aged receivables: what each customer owes, split into ageing periods.

  • “Draft an invoice for customer 10000: 5 units of item 1000 at 250.”

    It creates a draft sales invoice for the customer and adds the item line with quantity and unit price.

  • “Post invoice 103017 and email it to the customer.”

    It posts the draft into a final invoice in the ledger, which cannot be undone, and then emails it to the customer.

What your AI can do

Sales documents

Create sales quotes, orders and draft invoices with lines, post invoices, email them and download invoice PDFs.

Customers and items

Find, create and update customers with payment terms and balance, and list, read and create items with price and cost.

Receivables and purchasing

Read aged receivables, customer payments, vendors, purchase invoices and your company information.

  • “Which sales invoices are still open?”

    It lists sales invoices with status Open, with customer, amounts and remaining amount.

  • “Make a quote for Contoso valid until the end of the month.”

    It finds the customer, creates the sales quote with the valid-until date and adds the lines you give it.

  • “Send me the PDF of invoice 103015.”

    It gets the PDF document of the sales invoice.

306 tools for Microsoft Dynamics 365 Business Central

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

  • add_sales_invoice_lineChanges dataAdd a line to a draft sales invoice by `sales_invoice_id`: `line_type` (e.g. Item or Account), `item_id` or `account_id`, `quantity`, `unit_price` and description.
  • add_sales_order_lineChanges dataAdd a line to a sales order by `sales_order_id`: `line_type`, `item_id` or `account_id`, `quantity`, `unit_price` and description.
  • add_sales_quote_lineChanges dataAdd a line to a sales quote by `sales_quote_id`: `line_type`, `item_id` or `account_id`, `quantity`, `unit_price` and description.
  • cancel_microsoft_nav_cancelDeletesCancel a microsoft nav cancel (sales invoice id). Destructive action; may require approval. API summary: Performs the cancel action for salesInvoices entity.
  • cancel_microsoft_nav_cancel_and_sendDeletesCancel a microsoft nav cancel and send (sales invoice id). Destructive action; may require approval. API summary: Performs the cancelAndSend action for salesInvoices entity.
  • cancel_microsoft_nav_cancel_and_send_cancel_and_send_action_saleDeletesCancel a microsoft nav cancel and send (sales credit memo id). Destructive action; may require approval. API summary: Performs the cancelAndSend action for salesCreditMemos entity.
  • cancel_microsoft_nav_cancel_cancel_action_sales_credit_memosDeletesCancel a microsoft nav cancel (sales credit memo id). Destructive action; may require approval. API summary: Performs the cancel action for salesCreditMemos entity.
  • create_accountChanges dataCreate a new account. API summary: Creates an object of type bankAccount in Dynamics 365 Business Central.
  • create_categoryChanges dataCreate a new category. API summary: Creates an object of type itemCategory in Dynamics 365 Business Central.
  • create_countries_regionChanges dataCreate a new countries region. API summary: Creates an object of type countryRegion in Dynamics 365 Business Central.
  • create_credit_noteChanges dataCreate a new credit note. API summary: Creates an object of type salesCreditMemoLine in Dynamics 365 Business Central.
  • create_credit_note_post_sales_credit_memo_lineChanges dataCreate a new credit note. API summary: Creates an object of type salesCreditMemoLine in Dynamics 365 Business Central.
  • create_currencyChanges dataCreate a new currency. API summary: Creates an object of type currency in Dynamics 365 Business Central.
  • create_customerChanges dataCreate a customer with display name, email, phone, address, currency and payment terms.
  • create_customer_post_customer_payment_journalChanges dataCreate a new customer. API summary: Creates an object of type customerPaymentJournal in Dynamics 365 Business Central.
  • create_default_dimensionChanges dataCreate a new default dimension. API summary: Creates an object of type defaultDimensions in Dynamics 365 Business Central.
  • create_default_dimension_post_default_dimensionsChanges dataCreate a new default dimension. API summary: Creates an object of type defaultDimensions in Dynamics 365 Business Central.
  • create_default_dimension_post_default_dimensions_for_customerChanges dataCreate a new default dimension. API summary: Creates an object of type defaultDimensions in Dynamics 365 Business Central.
  • create_default_dimension_post_default_dimensions_for_employeeChanges dataCreate a new default dimension. API summary: Creates an object of type defaultDimensions in Dynamics 365 Business Central.
  • create_default_dimension_post_default_dimensions_for_vendorChanges dataCreate a new default dimension. API summary: Creates an object of type defaultDimensions in Dynamics 365 Business Central.
  • create_dimension_lineChanges dataCreate a new dimension line. API summary: Creates an object of type dimensionLine in Dynamics 365 Business Central.
  • create_documentChanges dataCreate a new document. API summary: Creates an object of type attachments in Dynamics 365 Business Central.
  • create_document_post_attachmentsChanges dataCreate a new document. API summary: Creates an object of type attachments in Dynamics 365 Business Central.
  • create_document_post_attachments_for_journal_lineChanges dataCreate a new document. API summary: Creates an object of type attachments in Dynamics 365 Business Central.
  • create_document_post_general_ledger_entry_attachmentsChanges dataCreate a new document. API summary: Creates an object of type generalLedgerEntryAttachments in Dynamics 365 Business Central.
  • create_document_post_sales_credit_memoChanges dataCreate a new document. API summary: Creates an object of type salesCreditMemo in Dynamics 365 Business Central.
  • create_employeeChanges dataCreate a new employee. API summary: Creates an object of type employee in Dynamics 365 Business Central.
  • create_invoice_make_invoice_action_sales_quotesChanges dataCreate a new invoice. API summary: Performs the makeInvoice action for salesQuotes entity.
  • create_invoice_post_purchase_invoiceChanges dataCreate a new invoice. API summary: Creates an object of type purchaseInvoice in Dynamics 365 Business Central.
  • create_invoice_post_purchase_invoice_lineChanges dataCreate a new invoice. API summary: Creates an object of type purchaseInvoiceLine in Dynamics 365 Business Central.
  • create_invoice_post_purchase_invoice_line_for_purchase_invoiceChanges dataCreate a new invoice. API summary: Creates an object of type purchaseInvoiceLine in Dynamics 365 Business Central.
  • create_invoice_post_sales_invoice_lineChanges dataCreate a new invoice. API summary: Creates an object of type salesInvoiceLine in Dynamics 365 Business Central.
  • create_invoice_ship_and_invoice_action_sales_ordersChanges dataCreate a new invoice. API summary: Performs the shipAndInvoice action for salesOrders entity.
  • create_itemChanges dataCreate an item with display name, number, type, unit price, unit cost and base unit of measure.
  • create_journalChanges dataCreate a new journal. API summary: Creates an object of type journal in Dynamics 365 Business Central.
  • create_journal_lineChanges dataCreate a new journal line. API summary: Creates an object of type journalLine in Dynamics 365 Business Central.
  • create_journal_line_post_journal_lineChanges dataCreate a new journal line. API summary: Creates an object of type journalLine in Dynamics 365 Business Central.
  • create_microsoft_nav_make_corrective_credit_memoChanges dataCreate a new microsoft nav make corrective credit memo. API summary: Performs the makeCorrectiveCreditMemo action for salesInvoices entity.
  • create_microsoft_nav_post_and_sendVisible to othersCreate a new microsoft nav post and send. Has effects visible outside this system. API summary: Performs the postAndSend action for salesInvoices entity.
  • create_microsoft_nav_post_and_send_post_and_send_action_sales_crVisible to othersCreate a new microsoft nav post and send. Has effects visible outside this system. API summary: Performs the postAndSend action for salesCreditMemos entity.
  • create_order_make_order_action_sales_quotesChanges dataCreate a new order. API summary: Performs the makeOrder action for salesQuotes entity.
  • create_order_post_sales_order_lineChanges dataCreate a new order. API summary: Creates an object of type salesOrderLine in Dynamics 365 Business Central.
  • create_page_post_action_journalsChanges dataCreate a new page. API summary: Performs the post action for journals entity.
  • create_page_post_action_purchase_invoicesChanges dataCreate a new page. API summary: Performs the post action for purchaseInvoices entity.
  • create_page_post_action_sales_credit_memosChanges dataCreate a new page. API summary: Performs the post action for salesCreditMemos entity.
  • create_page_post_time_registration_entryChanges dataCreate a new page. API summary: Creates an object of type timeRegistrationEntry in Dynamics 365 Business Central.
  • create_page_post_time_registration_entry_for_employeeChanges dataCreate a new page. API summary: Creates an object of type timeRegistrationEntry in Dynamics 365 Business Central.
  • create_paymentChanges dataCreate a new payment. API summary: Creates an object of type customerPayment in Dynamics 365 Business Central.
  • create_payment_post_customer_paymentChanges dataCreate a new payment. API summary: Creates an object of type customerPayment in Dynamics 365 Business Central.
  • create_payment_post_payment_methodChanges dataCreate a new payment. API summary: Creates an object of type paymentMethod in Dynamics 365 Business Central.
  • create_payment_post_payment_termChanges dataCreate a new payment. API summary: Creates an object of type paymentTerm in Dynamics 365 Business Central.
  • create_projectChanges dataCreate a new project. API summary: Creates an object of type project in Dynamics 365 Business Central.
  • create_quote_post_sales_quote_lineChanges dataCreate a new quote. API summary: Creates an object of type salesQuoteLine in Dynamics 365 Business Central.
  • create_sales_invoiceChanges dataCreate a draft sales invoice for a customer (`customer_id` or `customer_number`), with invoice date, due date and addresses. Add lines with add_sales_invoice_line.
  • create_sales_orderChanges dataCreate a sales order for a customer (`customer_id` or `customer_number`), with order date and addresses. Add lines with add_sales_order_line.
  • create_sales_quoteChanges dataCreate a sales quote for a customer (`customer_id` or `customer_number`), with document date and valid-until date. Add lines with add_sales_quote_line.
  • create_shipmentChanges dataCreate a new shipment. API summary: Creates an object of type shipmentMethod in Dynamics 365 Business Central.
  • create_supplierChanges dataCreate a new supplier. API summary: Creates an object of type vendor in Dynamics 365 Business Central.
  • create_tax_areaChanges dataCreate a new tax area. API summary: Creates an object of type taxArea in Dynamics 365 Business Central.
  • create_tax_groupChanges dataCreate a new tax group. API summary: Creates an object of type taxGroup in Dynamics 365 Business Central.
  • create_unitChanges dataCreate a new unit. API summary: Creates an object of type unitOfMeasure in Dynamics 365 Business Central.
  • delete_accountsMoves moneyPermanently delete a account by bank account id. Financial or irreversible action; may require approval. API summary: Deletes an object of type bankAccount in Dynamics 365 Business Central.
  • delete_categoriesMoves moneyPermanently delete a category by item category id. Financial or irreversible action; may require approval. API summary: Deletes an object of type itemCategory in Dynamics 365 Business Central.
  • delete_countries_regionsMoves moneyPermanently delete a countries region by country region id. Financial or irreversible action; may require approval. API summary: Deletes an object of type countryRegion in Dynamics 365 Business Central.
  • delete_credit_notesMoves moneyPermanently delete a credit note by sales credit memo line id. Financial or irreversible action; may require approval. API summary: Deletes an object of type salesCreditMemoLine in Dynamics 365 Business Central.
  • delete_credit_notes_delete_sales_credit_memo_lineMoves moneyPermanently delete a credit note by sales credit memo line id. Financial or irreversible action; may require approval. API summary: Deletes an object of type salesCreditMemoLine in Dynamics 365 Business Central.
  • delete_currenciesMoves moneyPermanently delete a currency by currency id. Financial or irreversible action; may require approval. API summary: Deletes an object of type currency in Dynamics 365 Business Central.
  • delete_customersMoves moneyPermanently delete a customer by customer id. Financial or irreversible action; may require approval. API summary: Deletes an object of type customer in Dynamics 365 Business Central.
  • delete_customers_delete_customer_payment_journalMoves moneyPermanently delete a customer by customer payment journal id. Financial or irreversible action; may require approval. API summary: Deletes an object of type customerPaymentJournal in Dynamics 365 Business Central.
  • delete_default_dimensionsMoves moneyPermanently delete a default dimension by default dimensions dimension id. Financial or irreversible action; may require approval. API summary: Deletes an object of type defaultDimensions in Dynamics 365 Business Central.
  • delete_default_dimensions_delete_default_dimensionsMoves moneyPermanently delete a default dimension by default dimensions dimension id. Financial or irreversible action; may require approval. API summary: Deletes an object of type defaultDimensions in Dynamics 365 Business Central.
  • delete_default_dimensions_delete_default_dimensions_for_customerMoves moneyPermanently delete a default dimension by default dimensions dimension id. Financial or irreversible action; may require approval. API summary: Deletes an object of type defaultDimensions in Dynamics 365 Business Central.
  • delete_default_dimensions_delete_default_dimensions_for_employeeMoves moneyPermanently delete a default dimension by default dimensions dimension id. Financial or irreversible action; may require approval. API summary: Deletes an object of type defaultDimensions in Dynamics 365 Business Central.
  • delete_default_dimensions_delete_default_dimensions_for_vendorMoves moneyPermanently delete a default dimension by default dimensions dimension id. Financial or irreversible action; may require approval. API summary: Deletes an object of type defaultDimensions in Dynamics 365 Business Central.
  • delete_dimension_linesMoves moneyPermanently delete a dimension line by dimension line id. Financial or irreversible action; may require approval. API summary: Deletes an object of type dimensionLine in Dynamics 365 Business Central.
  • delete_documentsMoves moneyPermanently delete a document by attachments id. Financial or irreversible action; may require approval. API summary: Deletes an object of type attachments in Dynamics 365 Business Central.
  • delete_documents_delete_attachmentsMoves moneyPermanently delete a document by attachments id. Financial or irreversible action; may require approval. API summary: Deletes an object of type attachments in Dynamics 365 Business Central.
  • delete_documents_delete_attachments_for_journal_lineMoves moneyPermanently delete a document by attachments id. Financial or irreversible action; may require approval. API summary: Deletes an object of type attachments in Dynamics 365 Business Central.
  • delete_documents_delete_general_ledger_entry_attachmentsMoves moneyPermanently delete a document by general ledger entry attachments id. Financial or irreversible action; may require approval. API summary: Deletes an object of type generalLedgerEntryAttachments in Dynamics 365 Business Central.
  • delete_documents_delete_sales_credit_memoMoves moneyPermanently delete a document by sales credit memo id. Financial or irreversible action; may require approval. API summary: Deletes an object of type salesCreditMemo in Dynamics 365 Business Central.
  • delete_employeesMoves moneyPermanently delete a employee by employee id. Financial or irreversible action; may require approval. API summary: Deletes an object of type employee in Dynamics 365 Business Central.
  • delete_invoicesMoves moneyPermanently delete a invoice by sales invoice id. Financial or irreversible action; may require approval. API summary: Deletes an object of type salesInvoice in Dynamics 365 Business Central.
  • delete_invoices_delete_purchase_invoiceMoves moneyPermanently delete a invoice by purchase invoice id. Financial or irreversible action; may require approval. API summary: Deletes an object of type purchaseInvoice in Dynamics 365 Business Central.
  • delete_invoices_delete_purchase_invoice_lineMoves moneyPermanently delete a invoice by purchase invoice line id. Financial or irreversible action; may require approval. API summary: Deletes an object of type purchaseInvoiceLine in Dynamics 365 Business Central.
  • delete_invoices_delete_purchase_invoice_line_for_purchase_invoicMoves moneyPermanently delete a invoice by purchase invoice line id. Financial or irreversible action; may require approval. API summary: Deletes an object of type purchaseInvoiceLine in Dynamics 365 Business Central.
  • delete_invoices_delete_sales_invoice_lineMoves moneyPermanently delete a invoice by sales invoice line id. Financial or irreversible action; may require approval. API summary: Deletes an object of type salesInvoiceLine in Dynamics 365 Business Central.
  • delete_invoices_delete_sales_invoice_line_for_sales_invoiceMoves moneyPermanently delete a invoice by sales invoice line id. Financial or irreversible action; may require approval. API summary: Deletes an object of type salesInvoiceLine in Dynamics 365 Business Central.
  • delete_journal_linesMoves moneyPermanently delete a journal line by journal line id. Financial or irreversible action; may require approval. API summary: Deletes an object of type journalLine in Dynamics 365 Business Central.
  • delete_journal_lines_delete_journal_lineMoves moneyPermanently delete a journal line by journal line id. Financial or irreversible action; may require approval. API summary: Deletes an object of type journalLine in Dynamics 365 Business Central.
  • delete_journalsMoves moneyPermanently delete a journal by journal id. Financial or irreversible action; may require approval. API summary: Deletes an object of type journal in Dynamics 365 Business Central.
  • delete_ordersMoves moneyPermanently delete a order by sales order id. Financial or irreversible action; may require approval. API summary: Deletes an object of type salesOrder in Dynamics 365 Business Central.
  • delete_orders_delete_sales_order_lineMoves moneyPermanently delete a order by sales order line id. Financial or irreversible action; may require approval. API summary: Deletes an object of type salesOrderLine in Dynamics 365 Business Central.
  • delete_orders_delete_sales_order_line_for_sales_orderMoves moneyPermanently delete a order by sales order line id. Financial or irreversible action; may require approval. API summary: Deletes an object of type salesOrderLine in Dynamics 365 Business Central.
  • delete_pagesMoves moneyPermanently delete a page by time registration entry id. Financial or irreversible action; may require approval. API summary: Deletes an object of type timeRegistrationEntry in Dynamics 365 Business Central.
  • delete_pages_delete_time_registration_entryMoves moneyPermanently delete a page by time registration entry id. Financial or irreversible action; may require approval. API summary: Deletes an object of type timeRegistrationEntry in Dynamics 365 Business Central.
  • delete_paymentsMoves moneyPermanently delete a payment by customer payment id. Financial or irreversible action; may require approval. API summary: Deletes an object of type customerPayment in Dynamics 365 Business Central.
  • delete_payments_delete_customer_paymentMoves moneyPermanently delete a payment by customer payment id. Financial or irreversible action; may require approval. API summary: Deletes an object of type customerPayment in Dynamics 365 Business Central.
  • delete_payments_delete_payment_methodMoves moneyPermanently delete a payment by payment method id. Financial or irreversible action; may require approval. API summary: Deletes an object of type paymentMethod in Dynamics 365 Business Central.
  • delete_payments_delete_payment_termMoves moneyPermanently delete a payment by payment term id. Financial or irreversible action; may require approval. API summary: Deletes an object of type paymentTerm in Dynamics 365 Business Central.
  • delete_picturesMoves moneyPermanently delete a picture by picture id. Financial or irreversible action; may require approval. API summary: Deletes an object of type picture in Dynamics 365 Business Central.
  • delete_pictures_delete_pictureMoves moneyPermanently delete a picture by picture id. Financial or irreversible action; may require approval. API summary: Deletes an object of type picture in Dynamics 365 Business Central.
  • delete_pictures_delete_picture_for_customerMoves moneyPermanently delete a picture by picture id. Financial or irreversible action; may require approval. API summary: Deletes an object of type picture in Dynamics 365 Business Central.
  • delete_pictures_delete_picture_for_employeeMoves moneyPermanently delete a picture by picture id. Financial or irreversible action; may require approval. API summary: Deletes an object of type picture in Dynamics 365 Business Central.
  • delete_pictures_delete_picture_for_vendorMoves moneyPermanently delete a picture by picture id. Financial or irreversible action; may require approval. API summary: Deletes an object of type picture in Dynamics 365 Business Central.
  • delete_productsMoves moneyPermanently delete a product by item id. Financial or irreversible action; may require approval. API summary: Deletes an object of type item in Dynamics 365 Business Central.
  • delete_projectsMoves moneyPermanently delete a project by project id. Financial or irreversible action; may require approval. API summary: Deletes an object of type project in Dynamics 365 Business Central.
  • delete_quotesMoves moneyPermanently delete a quote by sales quote id. Financial or irreversible action; may require approval. API summary: Deletes an object of type salesQuote in Dynamics 365 Business Central.
  • delete_quotes_delete_sales_quote_lineMoves moneyPermanently delete a quote by sales quote line id. Financial or irreversible action; may require approval. API summary: Deletes an object of type salesQuoteLine in Dynamics 365 Business Central.
  • delete_quotes_delete_sales_quote_line_for_sales_quoteMoves moneyPermanently delete a quote by sales quote line id. Financial or irreversible action; may require approval. API summary: Deletes an object of type salesQuoteLine in Dynamics 365 Business Central.
  • delete_shipmentsMoves moneyPermanently delete a shipment by shipment method id. Financial or irreversible action; may require approval. API summary: Deletes an object of type shipmentMethod in Dynamics 365 Business Central.
  • delete_suppliersMoves moneyPermanently delete a supplier by vendor id. Financial or irreversible action; may require approval. API summary: Deletes an object of type vendor in Dynamics 365 Business Central.
  • delete_tax_areasMoves moneyPermanently delete a tax area by tax area id. Financial or irreversible action; may require approval. API summary: Deletes an object of type taxArea in Dynamics 365 Business Central.
  • delete_tax_groupsMoves moneyPermanently delete a tax group by tax group id. Financial or irreversible action; may require approval. API summary: Deletes an object of type taxGroup in Dynamics 365 Business Central.
  • delete_unitsMoves moneyPermanently delete a unit by unit of measure id. Financial or irreversible action; may require approval. API summary: Deletes an object of type unitOfMeasure in Dynamics 365 Business Central.
  • download_company_pdf_documentDownload the pdf document for a company. Results are paginated. API summary: Returns a list of pdfDocument.
  • download_company_pdf_document_pdfDownload the pdf document for a company. API summary: Retrieve the properties and relationships of an object of type pdfDocument for Dynamics 365 Business Central.
  • download_document_pdf_documentDownload the pdf document for a document. Results are paginated. API summary: Returns a list of pdfDocument.
  • download_document_pdf_document_pdfDownload the pdf document for a document. API summary: Retrieve the properties and relationships of an object of type pdfDocument for Dynamics 365 Business Central.
  • download_invoice_pdf_document_get_pdf_document_for_purchase_invoDownload the pdf document for a invoice. API summary: Retrieve the properties and relationships of an object of type pdfDocument for Dynamics 365 Business Central.
  • download_invoice_pdf_document_list_pdf_document_for_purchase_invDownload the pdf document for a invoice. Results are paginated. API summary: Returns a list of pdfDocument.
  • download_invoice_pdf_document_pdfDownload the pdf document for a invoice. API summary: Retrieve the properties and relationships of an object of type pdfDocument for Dynamics 365 Business Central.
  • download_quote_pdf_documentDownload the pdf document for a quote. Results are paginated. API summary: Returns a list of pdfDocument.
  • download_quote_pdf_document_pdfDownload the pdf document for a quote. API summary: Retrieve the properties and relationships of an object of type pdfDocument for Dynamics 365 Business Central.
  • get_company_informationGet the connected company's information: name, address, contact details, currency and fiscal settings.
  • get_customerGet one customer by `customer_id`, with contact details, address, payment terms and balance.
  • get_itemGet one item by `item_id`, with price, cost, inventory and unit of measure.
  • get_sales_invoiceGet one sales invoice by `sales_invoice_id`, with customer, dates, amounts, remaining amount and status.
  • get_sales_invoice_pdfGet the PDF document of a sales invoice by `sales_invoice_id`.
  • get_sales_orderGet one sales order by `sales_order_id`, with customer, dates, amounts and shipping status.
  • get_sales_quoteGet one sales quote by `sales_quote_id`, with customer, dates, amounts and status.
  • get_vendorGet one vendor by `vendor_id`, with contact details, payment terms and balance.
  • list_accountsList accounts. Optional filters: filter or select. Results are paginated. API summary: Returns a list of accounts.
  • list_accounts_get_accountList accounts. Optional filters: select. API summary: Retrieve the properties and relationships of an object of type account for Dynamics 365 Business Central.
  • list_accounts_get_aged_accounts_payableList accounts. Optional filters: select. API summary: Retrieve the properties and relationships of an object of type agedAccountsPayable for Dynamics 365 Business Central.
  • list_accounts_get_aged_accounts_receivableList accounts. Optional filters: select. API summary: Retrieve the properties and relationships of an object of type agedAccountsReceivable for Dynamics 365 Business Central.
  • list_accounts_get_bank_accountList accounts. Optional filters: select. API summary: Retrieve the properties and relationships of an object of type bankAccount for Dynamics 365 Business Central.
  • list_accounts_list_aged_accounts_payableList accounts. Optional filters: filter or select. Results are paginated. API summary: Returns a list of agedAccountsPayable.
  • list_accounts_list_bank_accountsList accounts. Optional filters: filter or select. Results are paginated. API summary: Returns a list of bankAccounts.
  • list_aged_receivablesList aged accounts receivable: what each customer owes, split into ageing periods.
  • list_balance_sheetsList balance sheets. Optional filters: filter or select. Results are paginated. API summary: Returns a list of balanceSheet.
  • list_balance_sheets_get_balance_sheetList balance sheets. Optional filters: select. API summary: Retrieve the properties and relationships of an object of type balanceSheet for Dynamics 365 Business Central.
  • list_cash_flow_statementsList cash flow statements. Optional filters: filter or select. Results are paginated. API summary: Returns a list of cashFlowStatement.
  • list_cash_flow_statements_get_cash_flow_statementList cash flow statements. Optional filters: select. API summary: Retrieve the properties and relationships of an object of type cashFlowStatement for Dynamics 365 Business Central.
  • list_categoriesList categories. Optional filters: filter or select. Results are paginated. API summary: Returns a list of itemCategories.
  • list_categories_get_item_categoryList categories. Optional filters: select. API summary: Retrieve the properties and relationships of an object of type itemCategory for Dynamics 365 Business Central.
  • list_companiesList companies. Optional filters: filter or select. Results are paginated. API summary: Returns a list of companies.
  • list_companies_get_companyList companies. Optional filters: select. API summary: Retrieve the properties and relationships of an object of type company for Dynamics 365 Business Central.
  • list_companies_get_company_informationList companies. Optional filters: select. API summary: Retrieve the properties and relationships of an object of type companyInformation for Dynamics 365 Business Central.
  • list_countries_regionsList countries regions. Optional filters: filter or select. Results are paginated. API summary: Returns a list of countriesRegions.
  • list_countries_regions_get_country_regionList countries regions. Optional filters: select. API summary: Retrieve the properties and relationships of an object of type countryRegion for Dynamics 365 Business Central.
  • list_credit_notesList credit notes. Optional filters: filter, expand or select. Results are paginated. API summary: Returns a list of salesCreditMemoLines.
  • list_credit_notes_get_sales_credit_memo_lineList credit notes. Optional filters: expand or select. API summary: Retrieve the properties and relationships of an object of type salesCreditMemoLine for Dynamics 365 Business Central.
  • list_credit_notes_get_sales_credit_memo_line_for_sales_credit_meList credit notes. Optional filters: expand or select. API summary: Retrieve the properties and relationships of an object of type salesCreditMemoLine for Dynamics 365 Business Central.
  • list_credit_notes_list_sales_credit_memo_linesList credit notes. Optional filters: filter, expand or select. Results are paginated. API summary: Returns a list of salesCreditMemoLines.
  • list_currenciesList currencies. Optional filters: filter or select. Results are paginated. API summary: Returns a list of currencies.
  • list_currencies_get_currencyList currencies. Optional filters: select. API summary: Retrieve the properties and relationships of an object of type currency for Dynamics 365 Business Central.
  • list_customer_paymentsList customer payments; use `filter` (OData) and `limit`/`offset`.
  • list_customersList customers; use `filter` (OData, e.g. displayName eq 'Contoso' or startswith(displayName,'Con')) plus `limit`/`offset` to find a customer's ID.
  • list_customers_get_customer_financial_detailList customers. Optional filters: select. API summary: Retrieve the properties and relationships of an object of type customerFinancialDetail for Dynamics 365 Business Central.
  • list_customers_get_customer_financial_detail_for_customerList customers. Optional filters: select. API summary: Retrieve the properties and relationships of an object of type customerFinancialDetail for Dynamics 365 Business Central.
  • list_customers_get_customer_payment_journalList customers. Optional filters: expand or select. API summary: Retrieve the properties and relationships of an object of type customerPaymentJournal for Dynamics 365 Business Central.
  • list_customers_get_customer_saleList customers. Optional filters: select. API summary: Retrieve the properties and relationships of an object of type customerSale for Dynamics 365 Business Central.
  • list_customers_list_customer_financial_detailsList customers. Optional filters: filter or select. Results are paginated. API summary: Returns a list of customerFinancialDetails.
  • list_customers_list_customer_financial_details_for_customerList customers. Optional filters: filter or select. Results are paginated. API summary: Returns a list of customerFinancialDetails.
  • list_customers_list_customer_payment_journalsList customers. Optional filters: filter, expand or select. Results are paginated. API summary: Returns a list of customerPaymentJournals.
  • list_customers_list_customer_salesList customers. Optional filters: filter or select. Results are paginated. API summary: Returns a list of customerSales.
  • list_default_dimensionsList default dimensions. Optional filters: filter, expand or select. Results are paginated. API summary: Returns a list of defaultDimensions.
  • list_default_dimensions_get_default_dimensionsList default dimensions. Optional filters: expand or select. API summary: Retrieve the properties and relationships of an object of type defaultDimensions for Dynamics 365 Business Central.
  • list_default_dimensions_get_default_dimensions_for_customerList default dimensions. Optional filters: expand or select. API summary: Retrieve the properties and relationships of an object of type defaultDimensions for Dynamics 365 Business Central.
  • list_default_dimensions_get_default_dimensions_for_employeeList default dimensions. Optional filters: expand or select. API summary: Retrieve the properties and relationships of an object of type defaultDimensions for Dynamics 365 Business Central.
  • list_default_dimensions_get_default_dimensions_for_itemList default dimensions. Optional filters: expand or select. API summary: Retrieve the properties and relationships of an object of type defaultDimensions for Dynamics 365 Business Central.
  • list_default_dimensions_get_default_dimensions_for_vendorList default dimensions. Optional filters: expand or select. API summary: Retrieve the properties and relationships of an object of type defaultDimensions for Dynamics 365 Business Central.
  • list_default_dimensions_list_default_dimensionsList default dimensions. Optional filters: filter, expand or select. Results are paginated. API summary: Returns a list of defaultDimensions.
  • list_default_dimensions_list_default_dimensions_for_customerList default dimensions. Optional filters: filter, expand or select. Results are paginated. API summary: Returns a list of defaultDimensions.
  • list_default_dimensions_list_default_dimensions_for_employeeList default dimensions. Optional filters: filter, expand or select. Results are paginated. API summary: Returns a list of defaultDimensions.
  • list_default_dimensions_list_default_dimensions_for_vendorList default dimensions. Optional filters: filter, expand or select. Results are paginated. API summary: Returns a list of defaultDimensions.
  • list_dimension_linesList dimension lines. Optional filters: filter, expand or select. Results are paginated. API summary: Returns a list of dimensionLines.
  • list_dimension_lines_get_dimension_lineList dimension lines. Optional filters: expand or select. API summary: Retrieve the properties and relationships of an object of type dimensionLine for Dynamics 365 Business Central.
  • list_dimension_valuesList dimension values. Optional filters: filter or select. Results are paginated. API summary: Returns a list of dimensionValues.
  • list_dimension_values_get_dimension_valueList dimension values. Optional filters: select. API summary: Retrieve the properties and relationships of an object of type dimensionValue for Dynamics 365 Business Central.
  • list_dimension_values_get_dimension_value_for_dimensionList dimension values. Optional filters: select. API summary: Retrieve the properties and relationships of an object of type dimensionValue for Dynamics 365 Business Central.
  • list_dimension_values_list_dimension_valuesList dimension values. Optional filters: filter or select. Results are paginated. API summary: Returns a list of dimensionValues.
  • list_dimensionsList dimensions. Optional filters: filter, expand or select. Results are paginated. API summary: Returns a list of dimensions.
  • list_dimensions_get_dimensionList dimensions. Optional filters: expand or select. API summary: Retrieve the properties and relationships of an object of type dimension for Dynamics 365 Business Central.
  • list_documentsList documents. Optional filters: filter or select. Results are paginated. API summary: Returns a list of attachments.
  • list_documents_get_attachmentsList documents. Optional filters: select. API summary: Retrieve the properties and relationships of an object of type attachments for Dynamics 365 Business Central.
  • list_documents_get_attachments_for_journal_lineList documents. Optional filters: select. API summary: Retrieve the properties and relationships of an object of type attachments for Dynamics 365 Business Central.
  • list_documents_get_attachments_for_journal_line_for_journalList documents. Optional filters: select. API summary: Retrieve the properties and relationships of an object of type attachments for Dynamics 365 Business Central.
  • list_documents_get_general_ledger_entry_attachmentsList documents. Optional filters: expand or select. API summary: Retrieve the properties and relationships of an object of type generalLedgerEntryAttachments for Dynamics 365 Business Central.
  • list_documents_get_sales_credit_memoList documents. Optional filters: expand or select. API summary: Retrieve the properties and relationships of an object of type salesCreditMemo for Dynamics 365 Business Central.
  • list_documents_list_attachmentsList documents. Optional filters: filter or select. Results are paginated. API summary: Returns a list of attachments.
  • list_documents_list_attachments_for_journal_lineList documents. Optional filters: filter or select. Results are paginated. API summary: Returns a list of attachments.
  • list_documents_list_general_ledger_entry_attachmentsList documents. Optional filters: filter, expand or select. Results are paginated. API summary: Returns a list of generalLedgerEntryAttachments.
  • list_documents_list_sales_credit_memosList documents. Optional filters: filter, expand or select. Results are paginated. API summary: Returns a list of salesCreditMemos.
  • list_employeesList employees. Optional filters: filter, expand or select. Results are paginated. API summary: Returns a list of employees.
  • list_employees_get_employeeList employees. Optional filters: expand or select. API summary: Retrieve the properties and relationships of an object of type employee for Dynamics 365 Business Central.
  • list_income_statementsList income statements. Optional filters: filter or select. Results are paginated. API summary: Returns a list of incomeStatement.
  • list_income_statements_get_income_statementList income statements. Optional filters: select. API summary: Retrieve the properties and relationships of an object of type incomeStatement for Dynamics 365 Business Central.
  • list_invoices_get_purchase_invoiceList invoices. Optional filters: expand or select. API summary: Retrieve the properties and relationships of an object of type purchaseInvoice for Dynamics 365 Business Central.
  • list_invoices_get_purchase_invoice_lineList invoices. Optional filters: expand or select. API summary: Retrieve the properties and relationships of an object of type purchaseInvoiceLine for Dynamics 365 Business Central.
  • list_invoices_get_purchase_invoice_line_for_purchase_invoiceList invoices. Optional filters: expand or select. API summary: Retrieve the properties and relationships of an object of type purchaseInvoiceLine for Dynamics 365 Business Central.
  • list_invoices_get_sales_invoice_lineList invoices. Optional filters: expand or select. API summary: Retrieve the properties and relationships of an object of type salesInvoiceLine for Dynamics 365 Business Central.
  • list_invoices_get_sales_invoice_line_for_sales_invoiceList invoices. Optional filters: expand or select. API summary: Retrieve the properties and relationships of an object of type salesInvoiceLine for Dynamics 365 Business Central.
  • list_invoices_list_purchase_invoice_linesList invoices. Optional filters: filter, expand or select. Results are paginated. API summary: Returns a list of purchaseInvoiceLines.
  • list_invoices_list_purchase_invoice_lines_for_purchase_invoiceList invoices. Optional filters: filter, expand or select. Results are paginated. API summary: Returns a list of purchaseInvoiceLines.
  • list_invoices_list_sales_invoice_linesList invoices. Optional filters: filter, expand or select. Results are paginated. API summary: Returns a list of salesInvoiceLines.
  • list_itemsList items (products and services); use `filter` (OData, e.g. number eq '1000') and `limit`/`offset`.
  • list_journal_linesList journal lines. Optional filters: filter, expand or select. Results are paginated. API summary: Returns a list of journalLines.
  • list_journal_lines_get_journal_lineList journal lines. Optional filters: expand or select. API summary: Retrieve the properties and relationships of an object of type journalLine for Dynamics 365 Business Central.
  • list_journal_lines_get_journal_line_for_journalList journal lines. Optional filters: expand or select. API summary: Retrieve the properties and relationships of an object of type journalLine for Dynamics 365 Business Central.
  • list_journal_lines_list_journal_linesList journal lines. Optional filters: filter, expand or select. Results are paginated. API summary: Returns a list of journalLines.
  • list_journalsList journals. Optional filters: filter, expand or select. Results are paginated. API summary: Returns a list of journals.
  • list_journals_get_journalList journals. Optional filters: expand or select. API summary: Retrieve the properties and relationships of an object of type journal for Dynamics 365 Business Central.
  • list_orders_get_sales_order_lineList orders. Optional filters: expand or select. API summary: Retrieve the properties and relationships of an object of type salesOrderLine for Dynamics 365 Business Central.
  • list_orders_get_sales_order_line_for_sales_orderList orders. Optional filters: expand or select. API summary: Retrieve the properties and relationships of an object of type salesOrderLine for Dynamics 365 Business Central.
  • list_orders_get_vendor_purchaseList orders. Optional filters: select. API summary: Retrieve the properties and relationships of an object of type vendorPurchase for Dynamics 365 Business Central.
  • list_orders_list_sales_order_linesList orders. Optional filters: filter, expand or select. Results are paginated. API summary: Returns a list of salesOrderLines.
  • list_orders_list_sales_order_lines_for_sales_orderList orders. Optional filters: filter, expand or select. Results are paginated. API summary: Returns a list of salesOrderLines.
  • list_orders_list_vendor_purchasesList orders. Optional filters: filter or select. Results are paginated. API summary: Returns a list of vendorPurchases.
  • list_pagesList pages. Optional filters: filter, expand or select. Results are paginated. API summary: Returns a list of timeRegistrationEntries.
  • list_pages_get_general_ledger_entryList pages. Optional filters: expand or select. API summary: Retrieve the properties and relationships of an object of type generalLedgerEntry for Dynamics 365 Business Central.
  • list_pages_get_time_registration_entryList pages. Optional filters: expand or select. API summary: Retrieve the properties and relationships of an object of type timeRegistrationEntry for Dynamics 365 Business Central.
  • list_pages_get_time_registration_entry_for_employeeList pages. Optional filters: expand or select. API summary: Retrieve the properties and relationships of an object of type timeRegistrationEntry for Dynamics 365 Business Central.
  • list_pages_list_general_ledger_entriesList pages. Optional filters: filter, expand or select. Results are paginated. API summary: Returns a list of generalLedgerEntries.
  • list_pages_list_time_registration_entriesList pages. Optional filters: filter, expand or select. Results are paginated. API summary: Returns a list of timeRegistrationEntries.
  • list_paymentsList payments. Optional filters: filter, expand or select. Results are paginated. API summary: Returns a list of customerPayments.
  • list_payments_get_customer_paymentList payments. Optional filters: expand or select. API summary: Retrieve the properties and relationships of an object of type customerPayment for Dynamics 365 Business Central.
  • list_payments_get_customer_payment_for_customer_payment_journalList payments. Optional filters: expand or select. API summary: Retrieve the properties and relationships of an object of type customerPayment for Dynamics 365 Business Central.
  • list_payments_get_payment_methodList payments. Optional filters: select. API summary: Retrieve the properties and relationships of an object of type paymentMethod for Dynamics 365 Business Central.
  • list_payments_get_payment_termList payments. Optional filters: select. API summary: Retrieve the properties and relationships of an object of type paymentTerm for Dynamics 365 Business Central.
  • list_payments_list_payment_methodsList payments. Optional filters: filter or select. Results are paginated. API summary: Returns a list of paymentMethods.
  • list_payments_list_payment_termsList payments. Optional filters: filter or select. Results are paginated. API summary: Returns a list of paymentTerms.
  • list_picturesList pictures. Optional filters: filter or select. Results are paginated. API summary: Returns a list of picture.
  • list_pictures_get_pictureList pictures. Optional filters: select. API summary: Retrieve the properties and relationships of an object of type picture for Dynamics 365 Business Central.
  • list_pictures_get_picture_for_customerList pictures. Optional filters: select. API summary: Retrieve the properties and relationships of an object of type picture for Dynamics 365 Business Central.
  • list_pictures_get_picture_for_employeeList pictures. Optional filters: select. API summary: Retrieve the properties and relationships of an object of type picture for Dynamics 365 Business Central.
  • list_pictures_get_picture_for_itemList pictures. Optional filters: select. API summary: Retrieve the properties and relationships of an object of type picture for Dynamics 365 Business Central.
  • list_pictures_get_picture_for_vendorList pictures. Optional filters: select. API summary: Retrieve the properties and relationships of an object of type picture for Dynamics 365 Business Central.
  • list_pictures_list_pictureList pictures. Optional filters: filter or select. Results are paginated. API summary: Returns a list of picture.
  • list_pictures_list_picture_for_customerList pictures. Optional filters: filter or select. Results are paginated. API summary: Returns a list of picture.
  • list_pictures_list_picture_for_employeeList pictures. Optional filters: filter or select. Results are paginated. API summary: Returns a list of picture.
  • list_pictures_list_picture_for_vendorList pictures. Optional filters: filter or select. Results are paginated. API summary: Returns a list of picture.
  • list_projectsList projects. Optional filters: filter or select. Results are paginated. API summary: Returns a list of projects.
  • list_projects_get_projectList projects. Optional filters: select. API summary: Retrieve the properties and relationships of an object of type project for Dynamics 365 Business Central.
  • list_purchase_invoicesList purchase invoices from vendors; use `filter` (OData) and `limit`/`offset`.
  • list_quotes_get_sales_quote_lineList quotes. Optional filters: expand or select. API summary: Retrieve the properties and relationships of an object of type salesQuoteLine for Dynamics 365 Business Central.
  • list_quotes_get_sales_quote_line_for_sales_quoteList quotes. Optional filters: expand or select. API summary: Retrieve the properties and relationships of an object of type salesQuoteLine for Dynamics 365 Business Central.
  • list_quotes_list_sales_quote_linesList quotes. Optional filters: filter, expand or select. Results are paginated. API summary: Returns a list of salesQuoteLines.
  • list_quotes_list_sales_quote_lines_for_sales_quoteList quotes. Optional filters: filter, expand or select. Results are paginated. API summary: Returns a list of salesQuoteLines.
  • list_retained_earnings_statementsList retained earnings statements. Optional filters: filter or select. Results are paginated. API summary: Returns a list of retainedEarningsStatement.
  • list_retained_earnings_statements_get_retained_earnings_statemenList retained earnings statements. Optional filters: select. API summary: Retrieve the properties and relationships of an object of type retainedEarningsStatement for Dynamics 365 Business Central.
  • list_sales_invoice_linesList the lines of one sales invoice by `sales_invoice_id`.
  • list_sales_invoicesList sales invoices; use `filter` (OData, e.g. status eq 'Open' or customerNumber eq '10000') and `limit`/`offset`.
  • list_sales_ordersList sales orders; use `filter` (OData) and `limit`/`offset`.
  • list_sales_quotesList sales quotes; use `filter` (OData) and `limit`/`offset`.
  • list_shipmentsList shipments. Optional filters: filter or select. Results are paginated. API summary: Returns a list of shipmentMethods.
  • list_shipments_get_shipment_methodList shipments. Optional filters: select. API summary: Retrieve the properties and relationships of an object of type shipmentMethod for Dynamics 365 Business Central.
  • list_tax_areasList tax areas. Optional filters: filter or select. Results are paginated. API summary: Returns a list of taxAreas.
  • list_tax_areas_get_tax_areaList tax areas. Optional filters: select. API summary: Retrieve the properties and relationships of an object of type taxArea for Dynamics 365 Business Central.
  • list_tax_groupsList tax groups. Optional filters: filter or select. Results are paginated. API summary: Returns a list of taxGroups.
  • list_tax_groups_get_tax_groupList tax groups. Optional filters: select. API summary: Retrieve the properties and relationships of an object of type taxGroup for Dynamics 365 Business Central.
  • list_trial_balancesList trial balances. Optional filters: filter, expand or select. Results are paginated. API summary: Returns a list of trialBalance.
  • list_trial_balances_get_trial_balanceList trial balances. Optional filters: expand or select. API summary: Retrieve the properties and relationships of an object of type trialBalance for Dynamics 365 Business Central.
  • list_unitsList units. Optional filters: filter or select. Results are paginated. API summary: Returns a list of unitsOfMeasure.
  • list_units_get_unit_of_measureList units. Optional filters: select. API summary: Retrieve the properties and relationships of an object of type unitOfMeasure for Dynamics 365 Business Central.
  • list_vendorsList vendors (suppliers); use `filter` (OData) and `limit`/`offset`.
  • post_sales_invoiceChanges dataPost a draft sales invoice by `sales_invoice_id`, turning it into a final posted invoice in the ledger. This cannot be undone.
  • send_microsoft_nav_send_send_action_sales_credit_memosVisible to othersSend a microsoft nav send (sales credit memo id). Has effects visible outside this system. API summary: Performs the send action for salesCreditMemos entity.
  • send_microsoft_nav_send_send_action_sales_quotesVisible to othersSend a microsoft nav send (sales quote id). Has effects visible outside this system. API summary: Performs the send action for salesQuotes entity.
  • send_sales_invoiceVisible to othersEmail a sales invoice by `sales_invoice_id` to the customer. This sends an email.
  • update_accountsVisible to othersUpdate an existing account identified by bank account id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates an object of type bankAccount in Dynamics 365 Business Central.
  • update_categoriesVisible to othersUpdate an existing category identified by item category id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates an object of type itemCategory in Dynamics 365 Business Central.
  • update_companiesVisible to othersUpdate an existing company identified by company information id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates an object of type companyInformation in Dynamics 365 Business Central.
  • update_countries_regionsVisible to othersUpdate an existing countries region identified by country region id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates an object of type countryRegion in Dynamics 365 Business Central.
  • update_credit_notesVisible to othersUpdate an existing credit note identified by sales credit memo line id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates an object of type salesCreditMemoLine in Dynamics 365 Business Central.
  • update_currenciesVisible to othersUpdate an existing currency identified by currency id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates an object of type currency in Dynamics 365 Business Central.
  • update_customerVisible to othersUpdate a customer by `customer_id`. Pass `if_match` with the record's @odata.etag from get_customer (or * to overwrite). Only the fields you pass change.
  • update_customers_patch_customer_payment_journalVisible to othersUpdate an existing customer identified by customer payment journal id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates an object of type customerPaymentJournal in Dynamics 365 Business Central.
  • update_default_dimensionsVisible to othersUpdate an existing default dimension identified by default dimensions dimension id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates an object of type defaultDimensions in Dynamics 365 Business Central.
  • update_dimension_linesVisible to othersUpdate an existing dimension line identified by dimension line id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates an object of type dimensionLine in Dynamics 365 Business Central.
  • update_documentsVisible to othersUpdate an existing document identified by attachments id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates an object of type attachments in Dynamics 365 Business Central.
  • update_documents_patch_general_ledger_entry_attachmentsVisible to othersUpdate an existing document identified by general ledger entry attachments id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates an object of type generalLedgerEntryAttachments in Dynamics 365 Business Central.
  • update_documents_patch_sales_credit_memoVisible to othersUpdate an existing document identified by sales credit memo id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates an object of type salesCreditMemo in Dynamics 365 Business Central.
  • update_employeesVisible to othersUpdate an existing employee identified by employee id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates an object of type employee in Dynamics 365 Business Central.
  • update_invoices_patch_purchase_invoiceVisible to othersUpdate an existing invoice identified by purchase invoice id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates an object of type purchaseInvoice in Dynamics 365 Business Central.
  • update_invoices_patch_purchase_invoice_line_for_purchase_invoiceVisible to othersUpdate an existing invoice identified by purchase invoice line id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates an object of type purchaseInvoiceLine in Dynamics 365 Business Central.
  • update_invoices_patch_sales_invoice_line_for_sales_invoiceVisible to othersUpdate an existing invoice identified by sales invoice line id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates an object of type salesInvoiceLine in Dynamics 365 Business Central.
  • update_journal_linesVisible to othersUpdate an existing journal line identified by journal line id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates an object of type journalLine in Dynamics 365 Business Central.
  • update_journalsVisible to othersUpdate an existing journal identified by journal id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates an object of type journal in Dynamics 365 Business Central.
  • update_ordersVisible to othersUpdate an existing order identified by sales order id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates an object of type salesOrder in Dynamics 365 Business Central.
  • update_orders_patch_sales_order_line_for_sales_orderVisible to othersUpdate an existing order identified by sales order line id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates an object of type salesOrderLine in Dynamics 365 Business Central.
  • update_pagesVisible to othersUpdate an existing page identified by time registration entry id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates an object of type timeRegistrationEntry in Dynamics 365 Business Central.
  • update_paymentsVisible to othersUpdate an existing payment identified by customer payment id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates an object of type customerPayment in Dynamics 365 Business Central.
  • update_payments_patch_payment_methodVisible to othersUpdate an existing payment identified by payment method id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates an object of type paymentMethod in Dynamics 365 Business Central.
  • update_payments_patch_payment_termVisible to othersUpdate an existing payment identified by payment term id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates an object of type paymentTerm in Dynamics 365 Business Central.
  • update_picturesVisible to othersUpdate an existing picture identified by picture id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates an object of type picture in Dynamics 365 Business Central.
  • update_productsVisible to othersUpdate an existing product identified by item id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates an object of type item in Dynamics 365 Business Central.
  • update_projectsVisible to othersUpdate an existing project identified by project id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates an object of type project in Dynamics 365 Business Central.
  • update_quotesVisible to othersUpdate an existing quote identified by sales quote id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates an object of type salesQuote in Dynamics 365 Business Central.
  • update_quotes_patch_sales_quote_line_for_sales_quoteVisible to othersUpdate an existing quote identified by sales quote line id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates an object of type salesQuoteLine in Dynamics 365 Business Central.
  • update_sales_invoiceVisible to othersUpdate a draft sales invoice by `sales_invoice_id`. Pass `if_match` with the record's @odata.etag (or *). Only the fields you pass change.
  • update_shipmentsVisible to othersUpdate an existing shipment identified by shipment method id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates an object of type shipmentMethod in Dynamics 365 Business Central.
  • update_suppliersVisible to othersUpdate an existing supplier identified by vendor id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates an object of type vendor in Dynamics 365 Business Central.
  • update_tax_areasVisible to othersUpdate an existing tax area identified by tax area id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates an object of type taxArea in Dynamics 365 Business Central.
  • update_tax_groupsVisible to othersUpdate an existing tax group identified by tax group id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates an object of type taxGroup in Dynamics 365 Business Central.
  • update_unitsVisible to othersUpdate an existing unit identified by unit of measure id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates an object of type unitOfMeasure in Dynamics 365 Business Central.

Set up in three steps

  1. 1

    Pick the app

    Create a free HeyMyApps account and choose Microsoft Dynamics 365 Business Central from the app list.

  2. 2

    Paste your key

    Register your own app in Microsoft Entra ID, fill in the fields and sign in once. In the Azure portal, open Microsoft Entra ID > App registrations > New registration, choose accounts in any organizational directory and add the Web redirect URI https://heymyapps.com/oauth/callback. Under API permissions add Dynamics 365 Business Central > Delegated permissions > Financials.ReadWrite.All. Under Certificates & secrets create a client secret. Then enter the Application (client) ID, the secret value, your environment name (for example production) and the company ID.

  3. 3

    Add the link to your AI

    You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:

    1. Click your name, then Settings › Connectors › Add custom connector.
    2. Paste your link as the Remote MCP server URL.
    3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Business Central?

The AI can read customers, vendors, items, sales quotes, orders and invoices, invoice lines, purchase invoices, customer payments, aged receivables and your company information. It can create customers, items, quotes, orders and draft invoices with lines, update customers and draft invoices, post invoices and email them to customers.

Does the AI see my Business Central credentials?

No. Your Business Central credentials are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Posting an invoice cannot be undone and sending one emails your customer, so both can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

Business Central connects with OAuth, and this OAuth connection needs the HeyMyApps Pro plan. HeyMyApps also has a free plan with no credit card, but it does not include this connection. Paid plans bill per completed task. You also need your own Business Central account.

Why do I need to register an app in Microsoft Entra ID?

Business Central is reached through Microsoft sign-in. You create your own app registration with the Business Central permission Financials.ReadWrite.All and the HeyMyApps redirect URI, paste its client ID and secret, and sign in once with your Microsoft account. HeyMyApps then acts with the access that sign-in gives.

Let your AI work in Microsoft Dynamics 365 Business Central today.

Start free. Your key stays encrypted, and you decide what the AI may do.

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HeyMyApps is not affiliated with Microsoft Dynamics 365 Business Central. Product names are trademarks of their owners.