Dynamics 365 integration
Collecta connects to Microsoft Dynamics 365 Business Central via its OData API using OAuth2 client credentials through Azure AD. Customers, items and sales orders sync into Collecta modules, where your team can add custom fields, run automations and ask the AI agent questions across the data. No credentials are pasted into a browser — auth runs machine-to-machine.
Capabilities
Sync Dynamics 365 Business Central into Collecta.
Sync customers, items and sales orders from Dynamics 365 Business Central
Authenticate with OAuth2 client credentials via Azure AD
Map each Business Central entity to a dedicated Collecta module
Schedule refreshes from five-minute up to daily intervals
Extend synced records with custom fields, statuses and approvals
Encrypted connection config isolated per tenant under row-level security
How it works with Collecta
From Dynamics 365 to live operations.
01
Connect
Add the connector, authenticate, and Collecta validates the link — credentials are encrypted at rest with AES-256-GCM and isolated per tenant.
02
Map to a module
Each entity, topic or device maps to a Collecta module. Fields become typed custom fields with permissions, validation and visibility rules.
03
Operate
Run automations, approvals, alerts and reports on the synced data — and query it all with the Claude-powered AI agent.
Synced data lives in the same multi-tenant workspace as your custom fields, automations and AI agent · config encrypted with AES-256-GCM · five-minute to daily intervals.
FAQ
Dynamics 365, answered.
Collecta integrates with Dynamics 365 Business Central through its OData API. The connector authenticates using OAuth2 client credentials registered in Azure AD.
Collecta syncs core records such as customers, items and sales orders. Each maps to a Collecta module you can extend with custom fields, automations and reports.
Authentication uses OAuth2 client credentials (machine-to-machine) registered as an app in Azure AD, so no interactive sign-in or pasted secret is required in the Collecta UI.
Connect Dynamics 365 to Collecta.
Tell us what you run and we'll map the integration with you.