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Microsoft Dynamics 365 Business Central Integration
Energy Connect pushes invoices, delivered orders and their delivery documents into Microsoft Dynamics 365 Business Central, and reads back each invoice's status, your customer list and your item prices, so the load record and the books agree without anyone retyping either one.
The connection is made through Microsoft sign-in, against one Business Central company and environment. Everything below happens in that company.
What moves, and when
| Record | Direction | What happens |
|---|---|---|
| Invoice | Energy Connect → Business Central | Created or updated as a Business Central sales invoice, with its lines. |
| Delivered order | Energy Connect → Business Central | Created as a Business Central sales order, using delivered quantities where they were recorded. |
| BOL, delivery ticket, proof of delivery | Energy Connect → Business Central | The original files are attached to the matching sales order or sales invoice. |
| Invoice status | Business Central → Energy Connect | The status Business Central reports for an invoice Energy Connect pushed, such as open, paid or canceled, is shown on the invoice in Energy Connect. |
| Customer list | Business Central → Energy Connect | An on-demand import of your Business Central customers. |
| Item prices | Business Central → Energy Connect | Item prices update products that already exist in Energy Connect. Items with no matching product are skipped, not created. |
How records are matched
Customers are matched to Business Central customers by EIN. Products are matched to Business Central items by a configured item, or otherwise by using the Energy Connect product code as the item number. The customers and items need to exist in Business Central first.
What it protects
- A sales order is created once. Later pushes find the existing sales order by its Energy Connect reference rather than creating another, so edits made in Business Central are kept.
- Status is read only for invoices Energy Connect pushed. Invoices you create directly in Business Central are left alone.
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