MS Business Central connector

Get more out of Business Central without buying more licences.

Data Panda pulls your Microsoft Business Central data into a warehouse and turns it into dashboards, automations and small apps for the people in your company who do not work inside Business Central all day.

Data Panda Reporting Automation AI Apps
Microsoft Business Central logo
About MS Business Central

Microsoft's cloud ERP for small and growing companies.

Business Central is the SaaS version of Microsoft's mid-market ERP, built on the Navision codebase that Microsoft acquired in 2002, renamed to Dynamics NAV, and relaunched in the cloud as Dynamics 365 Business Central in 2018. It runs general ledger, sales and purchase orders, inventory, basic manufacturing, projects and service from one tenant, with the usual Outlook, Excel and Teams hooks you would expect from Microsoft.

For most growing companies, Business Central is enough ERP. The pain shows up at the edges: warehouse staff need a pick view that loads faster than a BC page, sales reps want stock and margin at quote time without a licence, and the owner wants a weekly KPI sheet that is not built fresh in Excel every Monday. That is the gap a warehouse closes, with the BC ledger as the source of truth and lighter surfaces on top.

What your MS Business Central data is for

What you get once MS Business Central is connected.

Reporting outside the BC client

The numbers your team asks for, on a page that loads in two seconds and does not need a licence.

  • Weekly margin per product, customer and rep
  • Stock and aging per location and SKU group
  • Outstanding AR with the contact, last invoice and last payment

Automations around BC

Wire Business Central into the systems around it without another AppSource subscription.

  • Webshop orders flow into BC sales orders, refunds into credit notes
  • CRM closed-won deals create BC quotes with the right items and pricing
  • Approvals and slack pings on overdue invoices, low stock or rejected POs

AI on your BC history

Use the operational history Business Central already has to predict the next problem.

  • Reorder suggestions on item ledger and seasonality
  • Customer churn signals from order frequency and payment delay
  • Quote-win likelihood from past quote-to-order conversion

Light apps on BC data

Small tools for the people who should not need a full BC seat to do one thing.

  • Quote view for sales reps with live stock and margin
  • Pick screen for warehouse staff with priority and item images
  • Owner dashboard with cash, AR, stock and order intake
Use cases

Use cases we deliver with MS Business Central data.

A list of concrete reports, automations and AI features we have built on MS Business Central data. Pick the one that matches your situation.

Live stock per locationWhat is on hand, on order and on its way per warehouse and bin.
Margin per quoteSales price minus item cost, freight and discount, before the order is sent.
Order intake by weekBooked sales orders by week, channel and rep, against last year.
AR collection viewOpen invoices per customer with contact, due date and last touch.
Reorder suggestionsItems dropping below safety stock, sized on recent sell-through.
Vendor on-time scorePromised receipt date versus actual, per vendor and item group.
Slow-moving stockSKUs with no movement for X weeks, with their tied-up value.
Quote-to-order rateHow many BC quotes turn into orders, per rep and product group.
Service ticket agingOpen service orders by age, technician and customer.
Cash position weeklyCash, AR due this week and AP due this week on one line.
Real business questions

Answers you will finally get.

How much is sitting in slow stock right now?

Inventory value broken out by movement: items moving weekly, monthly, quarterly and longer. The SKUs that have not moved in six months sit at the top with their tied-up value, item group and last sale date, so the buyer or owner can pick what to discount, return or stop reordering.

Which customers are slipping on payment without anyone noticing?

AR aging joined to order frequency and channel, with a flag on customers whose average days-to-pay is creeping up. The list shows the contact, last invoice, last payment and the rep who owns the account, so the call goes out before the next order ships on credit.

Are we quoting at the right price?

Quote margin against item cost, freight and customer-specific discount, with a comparison to the same item sold to similar customers in the last quarter. Reps see whether a quote sits above or below the band before they send it, instead of finding out at month-end when the margin report comes around.

Value for everyone in the organisation

Where each function gets value.

For finance leaders

Cash, AR and AP on one weekly view, with the worsening accounts called out instead of buried in an aging report. Month-end reporting runs on what Business Central already booked, no extra Excel work to land a board sheet.

For sales leaders

Live stock and quote margin in front of the rep at quote time, plus a cleaner pipeline-to-order-to-invoice view than the standard BC sales role centre. Reps stop calling the office to check whether something is in stock or sells profitably.

For operations

Stock per location, vendor reliability, slow-moving SKUs and reorder suggestions in one place. The warehouse and the buyer stop chasing each other across BC pages and start working from the same priority list.

Ideas

What you can automate with MS Business Central.

Pair with Shopify

Push Shopify orders straight into Business Central

Shopify orders create Business Central sales orders with the right item, customer, price and tax setup, and refunds come back as credit notes. Stock and shipment status flow back to Shopify, so the webshop, the warehouse and the BC ledger stay in step without a daily import file.

Pair with HubSpot

Hand HubSpot deals to Business Central as quotes

Closed-won HubSpot deals turn into Business Central quotes with the right contact, items and pricing already filled in. Invoice and payment status flow back to the deal, so marketing and sales report against booked revenue instead of pipeline value.

Pair with Salesforce

Keep Salesforce accounts and BC customers in sync

New Salesforce accounts create Business Central customers with billing, shipping and payment terms set, and order, invoice and payment status flow back to the Salesforce account view. Reps see a live order picture in their CRM without opening Business Central or pinging finance.

Pair with Slack

Slack pings on BC events that need a human

Business Central triggers post into the right Slack channel: an invoice over a threshold goes overdue, a sales order misses its promised date, a stock item falls below safety, a PO sits in approval too long. The right person sees it the same hour, instead of finding out at the next BC report cycle.

Pair with monday.com

Run BC-driven projects on a monday.com board

Business Central jobs and project tasks land on a monday.com board with assignee, due date and status, and progress updates flow back as project entries in BC. Project managers and finance see the same status without separate weekly check-ins.

Pair with Exact Online

Run Business Central next to Exact Online

Groups with Business Central in one entity and Exact Online in another get both sets of GL, AR and AP entries into the same warehouse, with a shared chart-of-accounts mapping. Group reporting and consolidation work on one model, no monthly export from either system.

Your existing tools

Your data lands in a warehouse. Your BI tools read from it.

You keep the reporting tool you already have. We connect it to the warehouse where your MS Business Central data lives.

Power BI logo
Power BI Microsoft
Microsoft Fabric logo
Fabric Microsoft
Snowflake logo
Snowflake Data warehouse
Google BigQuery logo
BigQuery Google
Tableau logo
Tableau Visualisation
Microsoft Excel logo
Excel Sheets & pivots
Three steps

From MS Business Central to answers in three steps.

01

Connect securely

OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.

02

Land in your warehouse

Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.

03

Reporting, automation, AI

We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.

Two ways to work with us

Pick the track that fits how you work.

Track 01

Self-serve

We set up the foundation. Your team builds on top.

  • MS Business Central connector configured and running
  • Warehouse set up in your cloud account
  • Clean access for your Power BI, Fabric or Tableau team
  • Documentation on what's in the data model
  • Sync monitoring so you're warned before reports break

Best fit Teams that already have a BI analyst or data engineer and want to own the build.

Track 02

Done for you

We build the whole thing, end to end.

  • Everything in Self-serve
  • Dashboards built to the questions your team actually asks
  • Automations between your systems
  • AI workflows scoped to real tasks your team runs
  • Custom apps where a dashboard does not cut it
  • Ongoing delivery at a pace that fits your team

Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.

Before you book

Frequently asked questions.

Who owns the data?

You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.

How fresh is the data?

Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.

Do I need a warehouse already?

No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.

Does this work with Business Central online and the older on-prem versions?

Cloud Business Central is the main path, using the published REST and OData APIs. For companies still running on-prem Business Central or older Dynamics NAV, the connection is made through the Web Services layer or directly against the SQL database, depending on what is available, so historical data comes along without a forced upgrade.

Do my warehouse and sales people still need a Business Central licence to see this data?

No. The dashboards, stock views and quote screens we build run on the warehouse copy of Business Central data, not on the Business Central tenant. People who only need to see numbers or trigger an action open them through a regular browser login, while the people who post to the ledger keep their BC licence.

GDPR-compliant
Data stays in the EU
You own the warehouse

A first deliverable live in four to six weeks.

We review your MS Business Central setup and the systems around it. Together we pick the first thing worth building.