Microsoft 365 Integration with Business Central
Extend Microsoft Dynamics 365 Business Central across the Microsoft 365 ecosystem to improve collaboration, reporting and operational efficiency.
Why Integrating Microsoft 365 with Business Central Matters
Business Central manages financial and operational processes. Microsoft 365 tools support collaboration, communication and productivity.
Without integration between these environments:
Teams rely on exported spreadsheets
Data is shared via email attachments
Approvals happen outside controlled workflows
Financial information is manually copied into presentations
Collaboration lacks direct system visibility
This creates inefficiencies and increases the risk of outdated or inconsistent data.
A structured Microsoft 365 integration enables secure access to Business Central data within the tools teams use every day.
What a Microsoft 365–Business Central Integration Enables
Integration across Microsoft 365 can support:
Controlled Excel data analysis linked to Business Central
Embedding Business Central data within Microsoft Teams
Document management via SharePoint
Outlook-based invoice and approval workflows
Centralised file storage via OneDrive
Secure collaboration on financial and operational documents
The objective is productivity without compromising governance.
Excel Integration
Excel remains a critical tool in finance and operations.
When integrated correctly, Excel can:
Pull live Business Central data
Support controlled bulk updates
Enable structured financial modelling
Reduce manual exports
Maintain data validation and governance
However, uncontrolled spreadsheet use creates “shadow reporting.”
Integration must balance flexibility with control.
Teams Integration
Microsoft Teams can act as a collaboration layer around Business Central processes.
Structured integration can enable:
Viewing Business Central records within Teams
Approval notifications within channels
Real-time alerts for financial events
Shared dashboards and reports
Collaboration around customer, project or financial records
Teams should enhance visibility — not replace system control.
Key Implementation Considerations
Data Governance
Ensuring Business Central remains the system of record.
Access & Security
Aligning Azure Active Directory roles across systems.
Version Control
Preventing uncontrolled document duplication.
Workflow Design
Structuring approvals and notifications appropriately.
Reporting Control
Avoiding spreadsheet-based “workarounds” that compromise data integrity.
Integration should enable productivity while preserving financial accuracy.
People Also Ask
Can Excel connect directly to Business Central?
Yes — through structured data connections that maintain governance.
Can Business Central be accessed within Microsoft Teams?
Yes — records and notifications can be surfaced within Teams environments.
Does integration replace Business Central reporting?
No — it enhances collaboration and data access while maintaining system control.
How is document management handled?
Through structured SharePoint integration and version control.
Is this suitable for multi-department environments?
Yes — role-based access ensures appropriate data visibility.
Extending Business Central Across Microsoft 365?
We design Microsoft 365 integrations that improve collaboration while maintaining structured governance around your Business Central environment.
