Business CentralBUSINESS CENTRAL INTEGRATION
Bring Business Central into your field sales workflow.
Connect your ERP with mobile order taking, customer data and product information. Keep your field team and office working from the same configured business context.
FROM ERP TO THE FIELD AND BACK
Illustrative workflow. Data direction and availability depend on your integration configuration.
BUILT FOR DISTRIBUTORS
Connect the office to the point of sale.
Give your team a mobile sales experience while Business Central remains part of your back-office process.
Take orders where you sell
Use inSitu Sales for customer visits and mobile order taking, with supported transactions flowing through your configured Business Central connection.
Reduce repeated data entry
Connect supported customer and product information so your team can work with the records selected for synchronization.
Keep the handoff clear
Review synchronization status and exceptions from the admin website, then verify the resulting records in the intended company.
DEFINE YOUR DATA FLOW
A connection shaped around your operation.
Choose the records and workflows your team needs during implementation. Confirm mappings, direction and permissions before enabling automatic synchronization.
Connect supported customer records and related sales context between the office and your selling workflow.
Bring configured Business Central product data into inSitu Sales. Availability, pricing and units of measure depend on the enabled mappings and setup.
Synchronize supported sales documents according to the transaction types, direction and business rules enabled for your company.
Support deployment-specific data through a configured custom API path when the required Business Central extension is published and permissioned.
This is not a guarantee that every record or field synchronizes in both directions. Confirm the scope for your implementation.
SET UP YOUR CONNECTION
Get started with Business Central.
Our illustrated tutorial walks your administrator through Microsoft Entra registration, application permissions, company selection and the first synchronization.
- Create the application. Register the integration in Microsoft Entra and collect its client ID, tenant ID and secret value.
- Grant company access. Enable the application in Business Central and assign the required company-scoped permission sets.
- Save and verify. Open Integrations → Dynamics Business Central in inSitu Sales, save the settings, select Sync Now and review the results.
BUSINESS CENTRAL INTEGRATION FAQ
Plan your setup with confidence.
Do I need a separate Business Central user for the integration?
The documented setup authenticates as an application using a client ID and secret. Assign permissions to the matching Microsoft Entra application inside Business Central; a separate human user is not required for that connection.
Which Business Central company will synchronize?
You specify the environment and company in the inSitu Sales integration settings. Application permissions must grant access to that company. Verify a known record after the first sync.
Can synchronization run automatically?
The admin page includes Automatic sync and a Sync Now action. Enable recurring synchronization after saving the connection and validating the intended records and workflows. The schedule depends on your configuration.
Does every record synchronize in both directions?
No. Supported record types, fields and directions depend on the connector configuration, mappings and permissions. Review those details with the implementation team.
Where can I find the setup instructions?
Use our Business Central setup tutorial for screenshots, required fields, Entra consent, Business Central permissions and troubleshooting.
CONNECT YOUR SALES OPERATION
See Business Central and inSitu Sales working together.
Bring your company structure and sales workflow. We’ll help you map the connection to the way your team works.