Use Microsoft Dynamics 365 Business Central API with AI Agents

Microsoft Dynamics 365 Business Central API is the engine powering data-driven enterprises, syncing real-time business insights across teams. But, navigating its data and sharing updates still involves switching between dashboards and apps. That’s where Runbear’s AI agent revolutionizes team workflows—bringing seamless automation and instant answers from Business Central directly into your team's Slack or Teams chat. Let’s explore how this integration unlocks new levels of smart collaboration.

About Microsoft Dynamics 365 Business Central API

Microsoft Dynamics 365 Business Central API is a cloud-based suite of web services enabling real-time data access, automation, and integration across financials, sales, supply chain, inventory, and reporting systems. Used by SMBs to large enterprises, it’s the backbone for ERP processes—centralizing data on customers, inventory, orders, and finances while connecting with third-party apps and reporting tools. Teams adopt Microsoft Dynamics 365 Business Central API to eliminate silos, ensure data accuracy, and empower smarter, faster business decisions by keeping all essential info seamlessly integrated and accessible across systems and departments. Its robust security and scalability make it a favorite among growing organizations seeking to automate and futureproof their operations by connecting every workflow to one trusted ERP source.

Use Cases in Practice

Runbear’s integration with Microsoft Dynamics 365 Business Central API transforms how teams interact with finances, inventory, customer data, and reporting. Instead of digging through dashboards or waiting on specialist reports, anyone on the team can simply ask the AI agent in Slack, Teams, or Discord for the latest financial metrics, inventory levels, or order statuses. Scheduled jobs let finance leads receive month-end close checklists every morning; keyword triggers allow sales teams to instantly surface recent orders just by asking; and smart data analysis powers executive summaries that surface actionable insights without manual effort.

For example, an operations manager can type, “Show me today’s sales by region,” and the AI agent fetches, analyzes, and charts that data from Microsoft Dynamics 365 Business Central API—no spreadsheet wrangling required. Similarly, at month-end, the AI agent can guide finance teams through their close process, automating standard ledger checks and collating relevant documents, much like how Runbear delivers daily KPI summaries and visualizations to Slack. Teams also benefit from instant inventory lookups, akin to the instant Excel querying workflow, eliminating hold-ups for supply chain or sales inquiries.

This seamless experience changes the game for businesses—AI agents inside your team chat, connected directly to Microsoft Dynamics 365 Business Central API, so your team spends less time searching, and more time acting on insights.

Microsoft Dynamics 365 Business Central API vs Microsoft Dynamics 365 Business Central API + AI Agent: Key Differences

Using Microsoft Dynamics 365 Business Central API alone often means toggling between dashboards and manual data checks. With Runbear, teams interact with an AI agent from within Slack or Teams, receiving real-time answers and automations without leaving their primary workspace. This shift drives efficiency, fosters collaboration, and empowers every team member with instant access to business-critical data. Runbear turns tedious, manual routines into conversational, AI-powered workflows.

Implementation Considerations

Successful adoption of Microsoft Dynamics 365 Business Central API with Runbear requires thoughtful planning. Teams must first ensure API access is provisioned, with authentication managed via OAuth for security. Proper role-based permissions are vital to protect sensitive financial or customer data. Training team members on the new AI agent workflow ensures adoption; provide clear guidelines for natural language queries and available automations. Change management must address transition pain points—from manual to AI-powered routines—and clarify how job roles and tasks may shift. Budget teams for initial setup and ongoing support, balancing cost savings from automation against integration requirements. Lastly, enforce strong data governance to comply with privacy and audit needs as more team members gain direct data access via chat.

Get Started Today

Empowering your team with an AI agent connecting Microsoft Dynamics 365 Business Central API transforms how work gets done—enabling real-time answers, seamless automations, and data-driven decisions right inside Slack or Teams. As you embrace this integration, expect a culture shift toward smarter, more collaborative operations. Start unlocking these benefits with Runbear: simplify your Microsoft Dynamics 365 Business Central API workflows, boost team productivity, and lead your organization into the next era of intelligent automation.