Connector
Dynamics 365
Accounting
Financial
Microsoft
Virtual Integration
Virtual Migration

Dynamics 365 Business Central

Powerful and user-friendly custom reporting & Virtual Integration with Business Central.

Virtual Integration & Migration for Dynamics 365 Business Central

Are your users spending a ton of time researching among apps or waiting on other departments to get information?

Virtual Integration is your answer to bringing data together and more convenient. It means that you can display real-time data from one system within another system – the system where your team works. For Dynamics 365 Business Central, this means you can:

  • Embed any external data (CRM, helpdesk, shipping, eCommerce, email, cloud app data) right in Business Central. Data can be embedded in Fastbox and Fasttabs on specific Business Central records without writing any AL code.
  • Embed full Popdock in Business Central.
  • Embed Dynamics 365 Business Central data in other applications.

At the end of the day, companies use best-of-breed apps for their area of the business. Embedding data in Business Central allows your end users to spend less time searching, allows them to share data across the company, and be more productive in Dynamics 365 Business Central.  

Legacy Data Access in Dynamics 365 Business Central

Migrating to a new system – (ERP, CRM, Helpdesk, Marketing, etc) requires a different integration strategy. There is no need to store years of historical data in your new cloud-based system. Reduce costs significantly by moving/synchronizing only the data you require, publishing historical data to a data lake, and using Popdock to quickly access historical data right in Dynamics 365 Business Central.

  • Move historical Dynamics GP, Dynamics SL, and Dynamics SL (or other app data) to the cloud for easy access.
  • Combine current and historical data into one list (one report) to access.
  • Embed data anywhere you need to see it.

The Query Builder

Get table-level access to create the exact lists and Dynamics 365 Business Central API endpoints without writing a single line of AL code. The Popdock Query Builder for Dynamics 365 Business Central gives you the SmartList Builder-level flexibility to join all the tables, use all of your Business Central Dimensions and optimizes how the data is retrieved. With the Query Builder, you get:

  • Direct access to tables in Dynamics 365 Business Central
  • The ability to link Business Central in an easy interface, without needing to learn AL code.
  • A really fast Business Central API endpoint based on your query to use in integrations and reports.

If you come from the Dynamics GP space, your customers will be familiar with this and want it when they make the move to Dynamics 365 Business Central.  

Looking to combine Dynamics 365 Business Central data with other data? You can!  Learn more about custom lists here.

Access detailed information with user-driven reporting.

Popdock gives you a universal interface to filter and work with all your data, so you don’t have to learn a new reporting tool for every system you use or call on IT. Turn on options for end users to search, filter, add/remove columns, group/subgroup, and quickly create charts.  

Lists

Connect to the Dynamics 365 Business Central data you need. These are just a few of the default lists that come with the Dynamics 365 Business Central connector:

Financial

  • Accounts
  • General Journals
  • General Ledger
  • Entries
  • General Journal
  • Lines
  • Bank Accounts
  • General Journal
  • Batches

Fixed Assets

  • Fixed Assets

Inventory

  • Locations
  • Item Variants
  • Non-stock Items
  • Items

Marketing

  • Sales Cycles
  • Campaigns
  • Sales Cycle Stages
  • Opportunites

People

  • Employees
  • Contacts
  • Salespeople

Project

  • Jobs
  • Timesheet
  • Comments
  • Timesheets
  • Tasks
  • Resources

Purchasing

  • Posted Purchase
  • Invoice Lines
  • Purchase
  • Transactions
  • Vendor Comments
  • Purchase
  • Transaction Lines
  • Posted Purchase
  • Invoices
  • Posted Purchase
  • Credit Memos
  • Dimension Sets
  • Purchase
  • Transaction
  • Comments
  • Vendor Items

Sales

  • Territories
  • Sales Transactions
  • Issues Finance
  • Charge Memos
  • Reminders
  • Sales Transaction
  • Comments
  • Finance Charge
  • Memos
  • Posted Sales
  • Invoices
  • Reminder Terms

Take any of these out-of-the-box lists, modify them, or simply use them as a "template" to create new favorites that suit what you need.

Details

Details allow you to see more information related to the record, which can be related data (for example, seeing detailed lines on header records) or cross referencing data from other apps (for example, shipping status related to an order). Here are details that are available to see with the Dynamics 365 Business Central Connector:

  • Campaigns: Opportunities & Sales Transaction
  • Customers: Comments, Finance Charge Memos, & Sales Transactions
  • Finance Charge Memos: Lines
  • General Journal Batches: Journals & Lines
  • General Journals: Lines
  • Issued Finance Charge Memos: Lines
  • Items: Variants & Vendor Items
  • Jobs: Tasks & Timesheets
  • Posted Purchase Credit Memos: Lines
  • Posted Purchase Invoices: Lines
  • Posted Sales Invoices: Lines
  • Purchase Transactions: Comments & Lines
  • Reminders: #string missing#
  • Resources: Timesheets
  • Sales Cycles: Opportunities & Stages
  • Sales Transactions: Comments & Lines
  • Sales people: Customers, Opportunities, Sales Transactions, & Timesheets
  • Tasks: Timesheets
  • Vendors: Comments, Purchase Transactions, & Vendor Items

Technical Details

Popdock lets you create lists that include data from multiple tables and multiple sources, if you’d like.  With the Dynamics 365 Business Central connector, you can provide access to data from any Business Central table, queries, page services, and the Dynamics 365 Business Central API.  

Learn more about setting up the Dynamics 365 Business Central Connector here.

A Popdock account and the Popdock for Dynamics 365 Business Central App in Microsoft’s AppSource are required to use the Query Builder, embed of full Popdock in Business Central, and the codeless embed of external data on Business Central Fastboxes and Fasttabs.

Common Questions

Frequently Asked Questions

What is the price for this connector?

There actually isn’t connector-based pricing. All of the available Popdock connectors are available with the purchase of every Popdock Plan. You can set up as many reports, connectors, and Popdock widgets as you’d like in all of the pricing plans. Learn more about pricing here

Adding parameters on data that’s embedded – is it possible to do that?

Yes.  For example, if you’d like to embed CRM account data on your Business Central customer record, you could use a parameter to restrict to show what’s on the corresponding CRM account record.  

Does Popdock offer multi-company reporting?

Yes, Popdock offers multi-company reporting for Dynamics 365 Business Central, Dynamics GP, Dynamics SL, Dynamics NAV, and Acumatica.  It’s a feature within the interface that lets you select which company you’d like to pull data from for the filter and favorite you’re using.

Is it possible to report across multiple instances of Dynamics 365 Business Central?

Yes, you can set up a connector for each Dynamics 365 Business Central Instance and then use custom lists to join, merge, compare, or summarize your data.

What other data can be embedded in Dynamics 365 Business Central?

You can embed data from any of the connectors available in the Popdock marketplace.  Keep in mind that if you don’t see your application listed, you could potentially use the Popdock REST web services connector to work with data from a REST API or one of the on-premise database connectors.  See all Popdock connectors here.

What types of authentication are supported for Business Central?

OAuth2

Can I use a query that I have written in AL?

Yes, all queries  (either AL or Regular) can be added as new lists.

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We're committed to your privacy. eOne Solutions, the creator of Popdock, uses the information you provide to us to contact you about our relevant content, products, and services. You may unsubscribe from these communications at any time. For more information, check out our Privacy Policy.

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