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Integration Guide

AgentCollect + Microsoft Dynamics

Integrate AgentCollect with Microsoft Dynamics 365 Finance or Business Central to automate B2B collections at scale. Native Dataverse and OData API integration — no middleware, no custom development required.

Dynamics 365 Finance Business Central Dynamics AX
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Dynamics 365
AR Ledger entries
Open AR entries
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AgentCollect
AI agents collect
Cash receipts
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Dynamics AR
Payment journal posted
How It Works

Enterprise collection automation on the Microsoft stack

Step 01 — Connect

Azure AD service principal

Your IT admin registers AgentCollect as an Azure AD application and grants API permissions to Dynamics 365 Finance (OData) or Business Central (API v2.0). Token-based auth via OAuth 2.0 client credentials — no user passwords involved.

Step 02 — Configure

AR entity and aging mapping

Map AgentCollect to your Dynamics AR aging snapshot entity (Finance) or customerLedgerEntries (BC). Set collection triggers by aging bucket, customer group, or legal entity. Multi-company environments are fully supported.

Step 03 — Collect

AI agents work, Dynamics stays authoritative

AI agents contact customers under your brand across voice, email and SMS. AgentCollect syncs with your accounting system several times a day and stops contacting a customer about any invoice your books show as paid, so customers who already paid are not chased.

Data Sync

What syncs between Dynamics and AgentCollect

Direction Data Frequency Dynamics Entity
D365 → AC AR ledger entries Every 2 hours CustAgingSnapshot / customerLedgerEntries
D365 → AC Customer master data On sync CustTable / customers
D365 → AC Legal entity / company info On sync CompanyInfo (multi-company)

Tech stack: OData REST APIAzure AD OAuth 2.0DataverseBC API v2.0Multi-company

Key Benefits

Built for enterprise Microsoft stack teams

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Native Dataverse/OData integration

AgentCollect uses Dynamics' native OData REST API — the same interface your existing Power BI reports and Power Automate flows use. No middleware, no Zapier, no custom development.

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Multi-company and multi-legal entity

Full support for Dynamics multi-company environments. Configure separate collection rules per legal entity, route to different AR owners, and keep collections data scoped by company.

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Azure AD security model

AgentCollect integrates as a registered Azure AD application. IT controls permissions via standard Azure RBAC. No shared passwords, full audit trail, revocable at any time from Azure Portal.

FAQ

Microsoft Dynamics integration FAQ

Which Microsoft Dynamics versions does AgentCollect support?
AgentCollect supports Microsoft Dynamics 365 Finance (formerly Finance & Operations), Dynamics 365 Business Central, and legacy Dynamics AX. Dynamics NAV users on Business Central cloud are also fully supported via the Business Central API v2.0.
How does AgentCollect connect to Dynamics 365 Finance?
For Dynamics 365 Finance, AgentCollect connects via the OData REST API using Azure AD OAuth 2.0 (service principal). We read from the CustAgingSnapshot and CustomerTransactions entities.
Does the integration work with Dynamics 365 Business Central?
Yes. For Business Central, AgentCollect uses the BC API v2.0 (OData) with Azure AD authentication. We read from the customerLedgerEntries and agedAccountsReceivable endpoints.

Ready to automate your Dynamics collections?

Native OData integration. Azure AD auth. Zero custom development. AgentCollect pricing.

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