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Dynamics 365 Business Central is a cloud ERP system by Microsoft for small and mid-sized businesses, covering finance, sales, purchasing, and inventory. Connecting it to Duvo lets your agents access financial records, customer and vendor data, and operational information directly from your Business Central environment.

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Setup

Confirm prerequisites

A Microsoft Entra ID (formerly Azure AD) app registration with the Dynamics 365 Business Central API permission (API.ReadWrite.All) and admin consent granted.
Access to the Azure portal to retrieve the Tenant ID, Client ID, and generate a Client Secret for the app registration.
The app registration must be added in Business Central under Microsoft Entra applications with State set to Enabled and the appropriate User Permission Sets assigned (for example, D365 READ for read-only access or D365 BUS FULL ACCESS for broader operations).
A Business Central environment (production or sandbox) that the app registration can access.
New to Entra ID app registrations? Follow Microsoft’s app registration quickstart to register the app and generate a client secret.

Grant the required permissions

The Entra ID app registration must have:
  • The Dynamics 365 Business Central API permission API.ReadWrite.All with admin consent granted.
  • Registration inside Business Central under Microsoft Entra applications with appropriate permission sets assigned. The permission sets control which data the app can access (customers, vendors, companies).
The permission sets assigned inside Business Central determine exactly what data the agent can reach. Assign only the sets the agent needs — for example, D365 READ for read-only access rather than D365 BUS FULL ACCESS.

Add the connection in Duvo

On the Connections page, open Dynamics 365 Business Central and fill in these fields:
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Tenant ID
string
required
Your Microsoft Entra ID (Azure AD) tenant GUID. Find it in the Azure portal under Microsoft Entra ID > Overview or App registrations.
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Client ID
string
required
The Application (client) ID from your Entra ID app registration that has Business Central API permissions.
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Client Secret
string
required
A client secret generated for the app registration. Found under Certificates & secrets in the Azure portal.
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Environment
string
The Business Central environment name to connect to. Defaults to production if left blank.
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Company ID
string
The GUID of the specific Business Central company to use. Leave blank to auto-select when only one company exists.

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Capabilities

  • Query customers and vendors — retrieve contact details, payment terms, balances, and aging data for customers and vendors, with filtering, sorting, and pagination.
  • Look up full partner details — get comprehensive information for a specific customer or vendor, including financial details, aging buckets, dimensions, and contact persons.
  • Search across business partners — run cross-entity searches across both customers and vendors to find the right records quickly.
  • Discover companies — list all companies available in your Business Central environment to identify the right data scope.

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Key Benefits

  • Direct ERP access — agents read from Business Central in real time instead of relying on manual data exports or screen-by-screen navigation.
  • Secure credential handling — Azure AD client credentials are encrypted at rest and never exposed in logs or API responses.
  • Flexible scoping — target a specific environment and company, or let the connection auto-select when your tenant has a single company.
  • Finance-ready data — pull customer balances, vendor records, and company information for reconciliation, reporting, and compliance workflows.

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Works Well With

https://mintcdn.com/duvo-d8027998/O3tlM6eCuFk2uJpN/images/connections/google-sheets.svg?fit=max&auto=format&n=O3tlM6eCuFk2uJpN&q=85&s=0ef8d55e05c34e7a4a618933bdf0ceb3

Google Sheets

Pull Business Central customer or vendor data into spreadsheets for financial analysis, reconciliation, or reporting.
https://mintcdn.com/duvo-d8027998/O3tlM6eCuFk2uJpN/images/connections/excel.svg?fit=max&auto=format&n=O3tlM6eCuFk2uJpN&q=85&s=986599d60d09acee47293fda2b62df99

Microsoft Excel

Pull Business Central customer or vendor data into spreadsheets for financial analysis, reconciliation, or reporting.
https://mintcdn.com/duvo-d8027998/O3tlM6eCuFk2uJpN/images/connections/gmail.svg?fit=max&auto=format&n=O3tlM6eCuFk2uJpN&q=85&s=ad4e229283f3fe2f26c0f96a49f28e13

Gmail

Pull customer or vendor details and include them in automated notification or follow-up emails.
https://mintcdn.com/duvo-d8027998/O3tlM6eCuFk2uJpN/images/connections/outlook.svg?fit=max&auto=format&n=O3tlM6eCuFk2uJpN&q=85&s=e29aeb65c8cffce1cd3c83b81289b71f

Microsoft Outlook

Pull customer or vendor details and include them in automated notification or follow-up emails.
https://mintcdn.com/duvo-d8027998/O3tlM6eCuFk2uJpN/images/connections/slack.svg?fit=max&auto=format&n=O3tlM6eCuFk2uJpN&q=85&s=8a64bdd1af39e903923e4a273b4a4618

Slack

Post payment alerts, vendor updates, or financial summaries to the relevant business channels.
https://mintcdn.com/duvo-d8027998/O3tlM6eCuFk2uJpN/images/connections/teams.svg?fit=max&auto=format&n=O3tlM6eCuFk2uJpN&q=85&s=6402a90678b560d0b0a4fc3b02c0d3e0

Microsoft Teams

Post payment alerts, vendor updates, or financial summaries to the relevant business channels.