Business Central
Query live Business Central records, count customers accurately, and create or update customer cards with permissions and approval.
This guide begins with Business Central in chat, continues through What it can do, How to use it, Connecting your account, and finishes with Counts and changes.
Business Central in chat
Connect Microsoft Dynamics 365 Business Central to your Botonom agent. Ask for customers, contact details, balances, invoices, items, orders and accounting records. The agent reads live data in the company you select.
You can also create and update customer cards, subject to workspace permissions, the agent approval policy and your Microsoft account permissions.
What it can do
- Count all matching customers, independently of the number of records shown in a page.
- Search customers and read a specific customer by its id, number or exact name.
- Create a customer card with a name and optional contact, address and currency fields.
- Update supported customer fields after reading and reviewing the current record.
- List sales and purchase invoices with date, customer or vendor, and status filters.
- Query customers, vendors, items, sales and purchase orders, invoices, accounts and general ledger entries with OData filters, selected fields and sorting.
The agent can discover supported query resources, select a company, run a focused query and follow the next page. OData is the supported query language; this is not a GraphQL endpoint.
How to use it
Install Business Central from the Skill Marketplace, select an agent, and connect your Microsoft account. Use the workspace Roles & Access settings to grant the capabilities your team needs.
Try requests such as:
- “How many customers are in the Example company?”
- “Find the phone number for Example Customer in that company.”
- “Create a customer named Example Customer with this email address.”
- “Show me the proposed phone-number update before applying it.”
- “Find items with inventory greater than zero and show their number, name and inventory.”
For a customer change, the agent prepares the exact company, record and fields for review. The approved operation passes through the central approval system. If several customers share a name, choose the specific customer before updating.
Connecting your account
Use Connect & Install and sign in on Microsoft’s own Entra page. No pasted API token is required. The connection belongs to your workspace and can be shared by its Business Central skills.
You may configure an environment and an exact default company. Without an environment, a single Production environment is preferred; ambiguous choices require selection. Customer changes always specify the environment and company. Disconnect from workspace settings to revoke the Botonom connection.
Counts and changes
Counts and pages differ. The response shows the number returned in this page and the exact matching total separately. Pages contain at most 100 records. To retrieve the full result, the agent follows a continuation cursor with the same filters. Cursors expire after 15 minutes. Records may change between calls.
Invoice sums are page totals. Totals are separated by currency and apply only to the returned page. A complete period total requires every page. An empty currency code means Business Central’s company currency.
Safe retries. A creation request keeps the same request identifier and customer number on retry. An existing customer with the same exact name or email is flagged for review. Updates use the current record version (ETag); a stale version requires another read and review.
Query execution only reads. It uses supported company resources, fixed Business Central endpoints and bounded pages. It cannot send arbitrary URLs, write queries or register an independent schedule.
Customer deletion, invoice creation or posting, payments and direct GİB e-fatura delivery/status are not offered. A Business Central invoice status is its ERP document status, not confirmation from GİB. Access remains subject to workspace capability grants and Microsoft permissions.