Does Yes AI work with Microsoft Dynamics 365 Business Central?

Yes. Business Central is a core system we integrate and automate around for Australian SMEs. We connect it to your CRM, your online store, your email and Microsoft 365 or Google Workspace, your rostering or timesheet system and the spreadsheets your finance team still depends on, using its standard, supported interfaces. Whether you are on the cloud version or an on-premises deployment, we scope the right approach in discovery.

What can actually be automated around Business Central?

The repetitive work that sits between Business Central and everything else. Common examples: online orders flowing in as sales orders or invoices, new customers syncing both ways with the CRM, supplier invoices captured and remittances emailed automatically, stock levels kept in step with your storefront, roster hours feeding job costing, and dashboards and reports built off live Business Central data instead of a spreadsheet someone rebuilds each week. If your team is copying the same figure from one screen into another, it is usually a candidate to automate.

How long does it take?

For a typical Australian SME, most integrations go live in two to six weeks. A single connection between Business Central and one other system, with clean data, sits at the lower end. Several systems, messy records that need cleaning first, or approval-heavy workflows push it toward the upper end. We give you a realistic timeline after discovery, once we have seen the actual state of your data and how many records are in scope.

We work in fixed-scope engagements so you know the number up front rather than paying an open-ended hourly meter. Strategy and discovery engagements start at $1,000 for a focused BASIC scope, $3,000 for a STANDARD engagement covering a fuller workflow, and $10,000 for a STRATEGIC piece across multiple systems and processes. The build itself is quoted as a fixed scope once discovery has mapped exactly what needs connecting. Book a call and we will point you to the right starting tier for your situation.

Do we need in-house IT to run this?

No. Most of the Australian SMEs we work with have no dedicated IT team, and that is exactly who this is built for. We design it so the day-to-day running is invisible: it just works, and when an exception needs a human, a clear alert goes to the right person in your finance or operations team. We handle the technical side and stay on hand to support and extend it as your systems change.

What if we also use Xero or MYOB?

That is common, and we handle it. Some businesses run Business Central for operations and Xero or MYOB for a division or for the accountant, others are mid-migration between them. We can sync or reconcile the relevant transactions and balances between Business Central and Xero, MYOB or QuickBooks so the two ledgers stay consistent and month end stops being a manual reconciliation exercise. We agree which system is the master for each record before we build anything.

For Australian SMEs running Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central Integration and Automation

Plenty of Australian SMEs run Microsoft Dynamics 365 Business Central as their financial and operations backbone, then still copy the same data by hand into their CRM, their spreadsheets, their email and their online store. Yes AI builds the two-way integration and automates the workflows around Business Central, so a record entered once flows everywhere it needs to go. Admin disappears, and nothing falls through the cracks.

Used by Australian trades, wholesalers, retailers, manufacturers and professional services who want Business Central talking to the rest of their stack, not sitting on its own island. GST, BAS and Fair Work realities factored in from the start.

Book an Integration Call (03) 9999 7398

Realistic ROI

Hours/week

Admin time recovered

In the order of hours per week once double entry between Business Central and your other tools stops

Fewer errors

One source of truth

Records are entered once and synced, not re-typed into every system by hand

Near real time

Records stay in sync

Updates flow automatically between Business Central and your connected systems

2 to 6 weeks

Typical time to live

From discovery and mapping, through sandbox testing, to a monitored go live

Why Automate Around Microsoft Dynamics 365 Business Central With Yes AI

A generic connector can push a field from A to B. The hard part is understanding your process, mapping the records correctly, and keeping everything honest once the data starts moving both ways. That is the part we do properly.

We map your real data flows first

Before we build anything, we sit with your team and map exactly which records live in Business Central, which live elsewhere, who owns each one, and where the double entry actually happens today. The integration is designed around your workflow, not a vendor template that assumes everyone runs the same way.

Tuned to how your business actually runs

Your item numbers, your dimensions, your posting groups, your approval steps and your BAS treatment are specific to you. We tune the field mapping and the automated rules to match how your finance and operations people already work, so the result feels like an extension of Business Central rather than a bolt-on.

Secure, and built by an Australian team

Connections use scoped, least-privilege access and encrypted credentials, and where personal information moves we handle it in line with the Privacy Act and the Australian Privacy Principles. You deal with an Australian consultant on Australian business hours, not an overseas ticket queue.

We own the whole build, end to end

Discovery, design, the build itself, testing in a sandbox, cutover and ongoing monitoring all come from one team. There is no hand-off between a strategist who scopes it and a developer who never saw the discovery. If something needs fixing later, the people who built it are the people who fix it.

What We Build Around Business Central

Six concrete capabilities, all working off your live Business Central data.

Customers, items, invoices

Two-way record sync

The records that matter, kept in sync in both directions: customers and contacts, suppliers, items and stock, sales and purchase invoices, payments and credits. Change it in one place and it updates in the other.

Confirmations and remittances

Automated document and notification flows

Order confirmations, remittance advice, statements and overdue reminders generated and sent automatically off Business Central events, so your admin team is not manually chasing and emailing PDFs one at a time.

Enter once, sync everywhere

End of double entry

A new customer, a paid invoice or a stock adjustment is captured once and flows to your CRM, your spreadsheets, your email tool and your online store automatically. No one re-keys the same figure into three systems.

One clear view

Live dashboards

Sales, cash position, aged receivables, stock on hand and job margins pulled from Business Central into a single dashboard your managers can read at a glance, refreshed automatically rather than rebuilt in a spreadsheet each Monday.

A human is told when it matters

Exception alerts

When something needs attention, a failed sync, a customer over their credit limit, a purchase order awaiting approval, an invoice stuck unposted, the right person gets a clear alert. Silence means everything is running.

Runs overnight, AEST

Scheduled jobs

Batch imports, reconciliations, nightly stock updates and report generation run on a schedule in Australian time, so the numbers are ready before your team logs in, not queued for someone to kick off by hand.

Six Australian SME Integration Plays We Run

Task	Traditional	With Yes AI and Business Central	Notes
Online store orders landing in Business Central	Staff re-key each Shopify or WooCommerce order into Business Central by hand every morning	Orders flow into Business Central automatically as sales orders or invoices, with stock decremented	Fewer typos, faster dispatch, and the finance team sees revenue in Business Central the moment an order is placed rather than a day later.
Keeping the CRM and Business Central in step	A new customer is created twice, once in the CRM and once in Business Central, and the two drift apart	New and updated customers sync both ways between your CRM and Business Central	Sales works from the same customer list as finance. Contact details, credit terms and account status stay consistent across HubSpot, Salesforce or Pipedrive and Business Central.
Roster and timesheet hours into job costing	Hours are exported from the rostering tool and typed into Business Central jobs each week	Approved hours flow from your rostering or timesheet system into the right Business Central job and cost centre	Job margins reflect real labour cost without manual re-entry, and Fair Work award interpretation stays in your payroll system where it belongs.
Supplier invoices and remittances	Supplier invoices are entered by hand and remittances are emailed one by one after each payment run	Invoices are captured into Business Central and remittance advice is emailed automatically after each payment batch	Accounts payable spends less time on data entry and chasing, and suppliers get consistent, on-time remittances without anyone remembering to send them.
Running Business Central alongside Xero or MYOB	Figures are reconciled manually between Business Central and a separate accounting file each month	Relevant transactions and balances are synced or reconciled automatically between the two systems	For businesses mid-migration or running two ledgers for a division, the month end reconciliation stops being a two-day spreadsheet exercise.
Stock levels across Business Central and the storefront	Stock is counted in Business Central but the website oversells because its numbers are stale	Available stock syncs from Business Central to the online store, and sales feed back	Fewer oversells and backorders, accurate availability shown to customers, and one authoritative stock figure across warehouse and web.

Six Integration Realities and How We Handle Them

API rate limits and throughput

Business Central and connected systems cap how many calls you can make per minute. We design syncs to batch, queue and back off gracefully so a busy sales day does not trip a limit and stall the flow. Nightly heavy jobs are scheduled off peak in AEST.

Field mapping and data hygiene

Half the value of an integration is deciding exactly which field maps to which, and cleaning the records that do not match. We run a mapping workshop, agree the rules for every field, and flag duplicate or malformed records before go live rather than syncing the mess into both systems.

One source of truth to avoid sync loops

When two systems can both edit the same record, an update can ping-pong endlessly or two edits can collide. For every synced record we agree which system is the master, and build the direction and conflict rules so an edit never loops or silently overwrites the newer value.

Privacy Act and the Australian Privacy Principles

Where customer, supplier or staff personal information moves between systems, we handle it in line with the Privacy Act and the APPs. Access is scoped to what each connection needs, credentials are encrypted, and we agree retention and deletion rules for anything that is copied or logged.

Sandbox testing and a parallel run before cutover

Nothing goes live untested. We build and prove the integration against a Business Central sandbox, then run it in parallel with your existing manual process so you can confirm every record matches before you switch off the old way of working.

Change management and staff training

An integration changes how people work day to day. We document the new flow, train the finance and operations staff who touch it, and agree who to call when an exception alert fires. Adoption is part of the build, not an afterthought.

How Yes AI Helps Australian Businesses

Connect Business Central to your stack

We build secure two-way connections between Microsoft Dynamics 365 Business Central and the tools your team already uses, whether that is a CRM, an online store, Microsoft 365 or Google Workspace, a rostering system or the spreadsheets finance still relies on.

Automate the workflows around it

We map the repetitive, error-prone steps your people do between systems, then automate them: order entry, invoice creation, remittances, reminders, reconciliations and reporting all run themselves, with a human only pulled in when something genuinely needs judgement.

Keep it secure and compliant

Least-privilege access, encrypted credentials, and Privacy Act and APP handling wherever personal data moves. GST and BAS treatment stays correct through the flows, and everything is auditable so your bookkeeper and accountant stay comfortable.

Own it and support it long term

We design, build, test and cut over the integration, then monitor it and stay on hand as your systems change. When you add a tool or your process shifts, the same Australian team extends the build rather than leaving you to reverse engineer it.

Our Business Central Integration Rollout

A clear five-step path from first conversation to a monitored, live integration. Most Australian SMEs are live in two to six weeks depending on how many systems and records are in scope.

Discovery and mapping

We sit with your finance and operations people, map every record that moves between Business Central and your other systems today, find where the double entry and errors happen, and agree the source of truth for each record.

Design

We design the integration and the automated workflows on paper first: which systems connect, which direction each record flows, the field mapping, the exception rules and the notifications. You sign off before a line of it is built.

Build in a sandbox

We build the connections and automations against a Business Central sandbox, never your live company data. Nothing we build can touch a real invoice or customer until you have seen it work correctly.

Test and parallel run

We test every flow with real-shaped data, then run the new integration in parallel with your current manual process. You confirm the records match on both sides before anything is switched over.

Go live and monitor

We cut over to live, train the staff who use it, and turn on monitoring and exception alerts. If a sync fails or a record looks wrong, the right person is told straight away, and we stay on hand to tune it.

FAQ

Book a Call About Your Business Central Integration

Tell us which systems your team is re-keying data between, and we will map where Business Central should connect, what can be automated, and the realistic timeline and scope to get there. No jargon, no pressure.