Microsoft Dynamics 365

​

Overview

Phinite’s Microsoft Dynamics 365 predefined tool lets workspace assistants call Microsoft Dynamics 365 APIs through DevStudio after you save a connection under Integrations → Predefined tools. Manage Microsoft Dynamics 365 Business Central companies, customers, vendors, items, sales/purchase invoices, sales orders, employees, and general ledger entries via the Business Central API v2.0.

​

What this integration enables

• Automate workflows using this predefined tool from agent graphs
• Connect once under Integrations and reuse across assistants
• Enable individual subtools per agent in Graph Studio

​

Required credentials

• Access Token access_token (required)
• Environment environment (optional)
• Company ID company_id (optional)
• Tenant Domain tenant_domain (optional)
• Base URL Override base_url (optional)

​

Setup steps

1. Start Business Central trial → Azure App registration → API permissions for Dynamics 365 → client credentials token → get company ID from API.
2. Log into your Phinite workspace at app.phinite.ai
3. Navigate to Integrations → Predefined tools
4. Select Microsoft Dynamics 365
5. Click + Add Configuration
6. Enter the credential fields listed above
7. Select assistants that should use this connection
8. Click Save Configuration

​

Configure in Graph Studio

1. Open an agent in Graph Studio
2. Select the agent node → Tools tab → Add a new tool
3. Choose MicrosoftDynamics365Tool (or search for Microsoft Dynamics 365)
4. Select your saved connection or add a new one
5. Enable the subtools your workflow needs and save

​

Predefined tools

Phinite provides 26 subtools for Microsoft Dynamics 365:

• List Companies: List all companies available in the Business Central environment.
• Get Company: Get details of a specific company by ID.
• List Customers: List customers in the company. Supports OData filtering.
• Get Customer: Get details of a specific customer by ID.
• Create Customer: Create a new customer in Business Central.
• Update Customer: Update an existing customer in Business Central.
• List Vendors: List vendors in the company. Supports OData filtering.
• Get Vendor: Get details of a specific vendor by ID.
• Create Vendor: Create a new vendor in Business Central.
• List Items: List items (products) in the company. Supports OData filtering.
• Get Item: Get details of a specific item by ID.
• Create Item: Create a new item (product) in Business Central.
• List Sales Orders: List sales orders in the company. Supports OData filtering.
• Get Sales Order: Get details of a specific sales order by ID.
• Create Sales Order: Create a new sales order in Business Central.
• List Sales Invoices: List sales invoices in the company. Supports OData filtering.
• Get Sales Invoice: Get details of a specific sales invoice by ID.
• Create Sales Invoice: Create a new sales invoice in Business Central.
• List Purchase Invoices: List purchase invoices in the company. Supports OData filtering.
• Get Purchase Invoice: Get details of a specific purchase invoice by ID.
• Create Purchase Invoice: Create a new purchase invoice in Business Central.
• List Employees: List employees in the company. Supports OData filtering.
• Get Employee: Get details of a specific employee by ID.
• Create Employee: Create a new employee in Business Central.
• Update Employee: Update an existing employee in Business Central.
• List General Ledger Entries: List general ledger entries in the company. Read-only. Supports OData filtering.

​

Documentation & resources

• Official documentation: https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/api-reference/v2.0/
• Phinite documentation: Microsoft Dynamics 365

​

Notes

• Store API keys and tokens securely; many providers show secrets only once
• Use separate connections for Dev, UAT, and Prod environments where possible
• Test with a minimal subtool call after saving credentials