Microsoft Business Central

Keep Business Central for accounting, work in OrgLines every day

Many teams need Microsoft Dynamics 365 Business Central for accounting but a simpler tool for sales, warehouse and logistics work. The Business Central add-on brings your products and inventory items into OrgLines, so the team works with the same catalogue without typing it twice.

Who it is for

  • Companies already using Business Central for accounting
  • Distributors whose warehouse and sales teams need a simpler daily tool
  • Groups where accounting and operations use different tools
  • Companies with several legal entities, each in its own Business Central company

Business Central is a full ERP with accounting at its core. For a salesperson, a storekeeper or a dispatcher it is often more than they need, and licences for everyone add up. A common setup is to keep Business Central as the accounting system and let daily operations run in OrgLines: leads and customers in the CRM, orders, reservations and shipments in the ERP module, freight orders and trips in logistics, and management finance on top.

The integration makes that split practical. Products and inventory items are imported from Business Central into OrgLines, and each imported product carries a 'Business Central' source label on its card, so everyone can see where a record came from. Every import reports its status as a notification: running, data updated, not finished, or failed with the reason. Problems are visible before they reach an order or an invoice.

How to connect Business Central

  1. 01

    Add the add-on

    The integration is a monthly add-on that works with your plan and can be cancelled any time.

  2. 02

    Connect each company

    Every company in your OrgLines workspace has its own Business Central connection, so a group with several legal entities keeps them separate.

  3. 03

    Map units of measure

    Add aliases so that 'pcs', 'шт' and 'Stk' mean the same unit on both sides and quantities are not misread.

  4. 04

    Run the import

    Products and inventory items arrive in the OrgLines catalogue. A notification tells you when the import is running and when the data has been updated.

  5. 05

    Work in OrgLines

    Use the imported catalogue in orders, warehouses, shipments, invoices and your website, while accounting stays in Business Central.

What you can do

01

Products and inventory import

Inventory items from Business Central become products in OrgLines, ready for orders, reservations and shipments.

02

Source label on every product

Imported products show 'Business Central' as their source, both in the list and on the product card.

03

Sync notifications

See when an import started, when data was updated, when a run did not finish and should be retried, and the reason if it failed.

04

Per-company connection

Each company in your workspace connects to its own Business Central company.

05

Unit-of-measure aliases

Different spellings of the same unit are mapped once and then recognised on both sides, including units from supplier documents.

06

Fewer licences for daily work

Sales, warehouse and logistics staff work in OrgLines; Business Central stays with the people who do the accounting.

What stays where

The integration is meant for a clear division of work. Business Central stays the system of record for accounting. OrgLines is where people take orders, reserve and ship goods, plan deliveries and follow the money with management finance.

  • Business Central: statutory accounting and the master catalogue of inventory items.
  • OrgLines ERP: orders, reservations, warehouse locations, lots, shipments and invoices with your own layouts.
  • OrgLines CRM and logistics: leads, customers, freight orders and trips.
  • OrgLines finance: cash flow, budgets, forecasts and scenarios for management.

When an import goes wrong

Integrations fail quietly in many tools. In OrgLines every run leaves a notification. If a run did not finish, the notification says so and suggests trying again. If Business Central returned an error, the reason is shown in the notification rather than hidden in a log. That way the person responsible notices the problem the same day, not when a customer receives a wrong document.

Plans: Business Central is a monthly add-on that works with any plan and can be cancelled any time. Orders and warehouse are included from the Business plan. Compare plans

FAQ

Questions about Microsoft Business Central

Didn't find an answer? Write to us and we will get back to you.

Ask a question
Is the integration included in every plan?

It is an add-on. Add-ons are billed monthly, work with any plan and can be cancelled any time.

Which data is synchronised?

Products and inventory items today. If your scenario needs more, write to us and we will tell you what fits.

Do we have to stop using Business Central?

No. The point of the integration is that accounting stays in Business Central while daily operational work happens in OrgLines.

How do I know an import worked?

Each run sends a notification: running, data updated, not finished, or failed with a reason. Imported products also show Business Central as their source.

We have several companies. Can each have its own connection?

Yes. The connection is set per company in your OrgLines workspace.

What about units of measure that are written differently?

Map them as aliases once. After that 'pcs', 'шт' and 'Stk' are treated as the same unit.

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