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Integrations

Business Central

Connect Microsoft Dynamics 365 Business Central to Tailride.

Overview

Tailride can push processed invoices into Microsoft Dynamics 365 Business Central as purchase invoices, with vendor matching and the original document attached.

The Business Central integration requires custom setup tailored to your Business Central configuration (posting groups, payment terms, expense accounts). After connecting, please contact us to complete the configuration for your environment.

Prerequisites

  • An active Microsoft Dynamics 365 Business Central account
  • Authorization for Tailride to access your Business Central organization

Connecting

In Tailride, open the Integrations tab and click Connect on the Business Central card — this triggers the Microsoft authentication flow

Sign in with your Microsoft work account and grant the requested permissions

Tailride links to your Business Central company automatically. Contact us to complete the custom configuration.

What the Integration Does

Once configured for your environment, Tailride creates purchase invoices in Business Central:

  • Vendors are matched by email or created automatically, using your vendor posting groups and payment terms
  • Purchase invoices carry the invoice number, posting date, due date, currency, and amount
  • The original document is attached to the purchase invoice

Security

  • We use Microsoft's official OAuth 2.0 authentication — Tailride never stores your credentials
  • Access tokens are stored encrypted
  • You can revoke access at any time through the Microsoft Azure Portal or disconnect from the Tailride dashboard

Limitations

  • Business Central is not part of the standard accounting setup flow — chart-of-accounts sync, automatic coding, and self-service auto-export are not available; configuration is done together with our team
  • We can't modify or delete existing Business Central data

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