Microsoft Dynamics 365

Microsoft Dynamics 365 Business Central is Microsoft's cloud ERP for small and mid-sized businesses.

With Amalgam, you can two-way sync data into Excel and Google Sheets, or enable your AI tools to take direct actions without hand-holding.

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Spreadsheets

AI Chat

Routines

Reports

Category: Accounting
Connects By: Signing In
Reports: 4
Website: microsoft.com

What You Can Do With Microsoft Dynamics 365

In a Spreadsheet

Pull data into Excel or Google Sheets, and refresh it whenever you need current numbers.

See How It Works

In an AI Chat

Connect your AI tool to Amalgam, and it can run Microsoft Dynamics 365 reports to answer your questions.

See Amalgam for AI

On a Schedule

Set a routine to fetch data on a schedule and deliver it to your shared drive, inbox, or directly into a document.

See Routines

How to Connect

Sign in with your Microsoft work account and approve access, then pick the environment and company. Some organizations need an admin to approve Amalgam once. Each account you connect becomes its own connection in Amalgam, and you can add as many as you need.

Read the Connection Guide

Reports4

Pull any of these into a spreadsheet, a chat or a routine, for one Microsoft Dynamics 365 account or every account you connect.

Balance SheetBeta

Microsoft Dynamics 365 Business Central Balance Sheet at a single date: rows are Business Central's balance sheet lines with Description and Balance columns. Defaults to the last day of the current month.

Options: Start Date

General LedgerBeta

Microsoft Dynamics 365 Business Central General Ledger: every G/L entry posted in a date range, grouped by account, with Posting Date, Document No., Description, Debit and Credit. Defaults to the current calendar year.

Options: Start Date, End Date

Income StatementBeta

Microsoft Dynamics 365 Business Central Income Statement for a date range: rows are Business Central's income statement lines with Display and Net Change columns. Defaults to the current calendar year.

Options: Start Date, End Date

Trial BalanceBeta

Microsoft Dynamics 365 Business Central Trial Balance for a date range: one row per account with Account Number, Account Name, Account Type, Total Debit, Total Credits, Balance Debit and Balance Credit. Defaults to the current calendar year.

Options: Start date, End date