Take control of your Dynamics 365 Business Central (BC) integration strategy. With SmartConnect and Popdock, you’ll have all the flexibility you need to connect Business Central with all your cloud and on-premise applications.

Create custom integrations, build API queries, migrate data, and take control of your reporting, all without code. View 100+ real use cases and discover how SmartConnect and Popdock can help you simplify your integrations and drive more ROI within your ERP processes.

Sales and Order-to-Cash

SmartConnect Use Cases for Sales and Order-to-Cash

  • Synchronize new customer records from Dynamics 365 CRM (CRM) into BC via SmartConnect.
  • Update CRM account records when BC customer details (address, credit terms) change.
  • Push sales quotes from CRM into BC sales orders automatically.
  • When a sales order is posted in BC, trigger SmartConnect to notify CRM or other downstream systems.
  • Use SmartConnect to import e-commerce orders into BC (web shop → BC).
  • Use SmartConnect to export BC invoice data to external systems (billing, archiving).
  • Trigger SmartConnect to update the customer credit limit in BC when conditions change in finance.
  • Use SmartConnect to update BC item pricing based on external vendor or market feeds.
  • Trigger SmartConnect to send credit‐hold notifications when BC invoices are overdue.
  • Use SmartConnect to update BC item availability when a third-party logistics (3PL) system changes stock.
  • Use SmartConnect to push BC sales tax changes (jurisdiction updates) into downstream systems.
  • Use SmartConnect to synchronize BC sales order cancellations back to CRM.

Popdock Use Cases for Sales and Order-to-Cash

  • Real-time Popdock dashboard for sales reps showing open orders, backorders, and expected ship dates from BC.
  • Use Popdock to join BC sales orders and shipping status from a logistics system for the sales team.
  • Use Popdock for “order aging” dashboards: see orders by age, customer, and region.
  • Use Popdock to combine BC sales data with marketing campaign data to analyze conversion.
  • Use Popdock to show sales reps only their customers’ recent invoices and open credits.
  • Use Popdock embedded in a portal so customers can view their BC order status in real time.
  • Use Popdock to blend BC sales orders and shipping carrier data for delivery performance metrics.
  • Use Popdock to create a “customer 360” view: BC data + CRM + service calls

Purchasing and Procedure-to-Pay

SmartConnect Use Cases for Purchasing and Procedure-to-Pay

  • Use SmartConnect to import vendor master records from the procurement system into BC.
  • Use SmartConnect to export BC vendor aging/factoring data to a payables partner system.
  • Use SmartConnect to update BC item cost based on vendor cost updates from the FTP feed.
  • Use SmartConnect to automate invoice matching: PO → receipt → invoice in BC.
  • Use SmartConnect to write back vendor payments from BC to the ERP reconciliation system.
  • Use SmartConnect to update BC budget approvals when purchase requisitions are approved in another system.
  • Use SmartConnect to import external tax or regulatory vendor compliance data into BC.
  • Use SmartConnect to trigger alerts when BC purchase order pricing variances exceed the threshold.
  • Use SmartConnect to export BC landed cost data to an external analytics platform.
  • Use SmartConnect to synchronize BC vendor bank account updates from a secure treasury system.

Popdock Use Cases for Purchasing and Procedure-to-Pay

  • Use Popdock to show purchasing managers’ current open purchase orders by vendor or region.
  • Use Popdock to provide a real-time view of BC receipts vs. purchase orders (PO vs actual) for audit.
  • Use Popdock to alert when BC vendor lead time exceeds the threshold (combining BC + external data).
  • Use Popdock to allow non-finance users to filter BC vendor payment data by approval status.
  • Use Popdock to display vendor performance: BC purchase history + quality/returns data.
  • Use Popdock for a dashboard summarizing purchases by category, vendor, and cost center (from BC).
  • Use Popdock to embed into the team site: “pending purchase approvals” pulled from BC.

Inventory and Warehouse Management

SmartConnect Use Cases for Inventory and Warehouse Management

  • Use SmartConnect to bring external warehouse management system (3) inventory transactions into BC.
  • Use SmartConnect to update BC reorder points and safety stock values from the analytics system.
  • Use SmartConnect to push BC item transfers between locations to external logistics or 3PL systems.
  • Use SmartConnect to automate BC item location setup when new warehouse zones are created externally.
  • Use SmartConnect to export BC negative inventory events to alert warehouse managers.
  • Use SmartConnect to integrate BC with IoT sensor feeds (e.g., site stock levels) and update BC accordingly.
  • Use SmartConnect to write BC scrap transactions automatically from the manufacturing or warehouse management system.

Popdock Use Cases for Inventory and Warehouse Management

  • Use Popdock to display real-time inventory levels in BC by location, item, and lot.
  • Use Popdock to let sales reps view available to promise (ATP) data from BC in real time.
  • Use Popdock to merge BC item data and external vendor lead times for “days on hand” views.
  • Use Popdock for mobile inventory checks: embed the BC list filtered for items requiring cycle count.
  • Use Popdock to create dashboards of inventory obsolescence: BC item master and historical sales data.
  • Use Popdock to show inbound shipment statuses (from external carriers) aligned with BC receipts.

Manufacturing and Production

SmartConnect Use Cases for Manufacturing and Production

  • Use SmartConnect to import work orders from MES (manufacturing execution system) into the BC production module.
  • Use SmartConnect to update BC item operation times/costs from the external planning system.
  • Use SmartConnect to export BC finished-good output to the external planning or ERP system.
  • Use SmartConnect to automate BC routing changes when engineering updates the bill of materials (BOM) in the Product Lifecycle Management (PLM) system.
  • Use SmartConnect to bring external time‐clock labor data into BC job and production cost tracking.
  • Use SmartConnect to update BC capacity planning parameters from the external resource planning system.
  • Use SmartConnect to write BC maintenance records when the external computerized maintenance management system (CMMS) logs maintenance.

Popdock Use Cases for Manufacturing and Production

  • Use Popdock to visualize the BC production schedule by machine, shift, and line.
  • Use Popdock to display BC production variances: planned vs actual in real time.
  • Use Popdock to merge BC manufacturing data and quality inspection results for root cause insights.
  • Use Popdock to monitor BC machine downtime aligned with production orders.
  • Use Popdock to dashboard scrap rate by item or production run using BC data.
  • Use Popdock to allow floor supervisors to monitor BC job statuses and pending operations.

Finance and General Ledger

SmartConnect Use Cases for Finance and General Ledger

  • Use SmartConnect to import external system cost allocations into the BC general ledger (GL).
  • Use SmartConnect to export BC sub-ledger data (AR, AP, inventory, etc.) to an external data warehouse.
  • Use SmartConnect to trigger BC revaluation entries based on external currency and commodity feeds.
  • Use SmartConnect to bring external tax compliance or audit logs into BC for reconciliation.
  • Use SmartConnect to integrate BC fixed-asset entries when the external asset management system logs acquisitions and disposals.
  • Use SmartConnect to update BC intercompany eliminations when the consolidation system posts.
  • Use SmartConnect to trigger alerts for BC general ledger anomalies (via external BI system) and post-adjusting entries automatically.

Popdock Use Cases for Finance and General Ledger

  • Use Popdock to allow the finance team to build ad‐hoc GL transaction queries from BC and other systems.
  • Use Popdock to provide a unified view of BC plus other ‘finance adjacent’ systems (expenses, travel).
  • Use Popdock to slice BC budget vs actual by dimension (cost center, project) in real time.
  • Use Popdock to visualize BC period‐close tasks across companies and monitor status.
  • Use Popdock to display BC cash flow forecasts, combining BC data and the external forecasting tool.

Service, Support, and After Sales

SmartConnect Use Cases for Service, Support, and After Sales

  • Use SmartConnect to integrate BC customer and service contract data into a support ticketing system.
  • Use SmartConnect to bring support case resolution hours back into BC for billing.
  • Use SmartConnect to push external field technician visit outcomes into the BC service module.
  • Use SmartConnect to integrate BC asset and serial number data into the mobile service app and sync results back.
  • Use SmartConnect to export BC service KPIs (first-time fix rate, parts cost) to an external analytics platform.

Popdock Use Cases for Service, Support, and After Sales

  • Use Popdock to display BC service contract expiry, maintenance schedules to the service team.
  • Use Popdock to merge BC warranty claims data and field service system results.
  • Use Popdock to allow the service team to filter BC installed-base data by location, expiration, and last visit.
  • Use Popdock to show service management dashboards combining BC spend, contract renewal, and service performance.

Reporting, Analytics, and Data Lake Scenarios

  • Use SmartConnect and Popdock together to monitor KPIs in near real time (e.g., inventory turnover) and trigger actions when thresholds are reached.

SmartConnect Use Cases for Reporting, Analytics, and Data Lake Scenarios

Popdock Use Cases for Reporting, Analytics, and Data Lake Scenarios

Migration and Multi-Company/Multi-Environment

SmartConnect Use Cases for Migration and Multi-Company/Multi-Environment

  • Use SmartConnect to migrate master & transactional data from legacy ERP into BC.
  • Use SmartConnect to synchronize data between BC and another ERP during the cut-over phase.

Popdock Use Cases for Migration and Multi-Company/Multi-Environment

  • Use Popdock to access legacy ERP historical data side-by-side with BC while the transition occurs.
  • Utilize Popdock to allow users to query across companies and environments (BC and others) for comparative views.
  • Archive historical BC data into a data lake and then use Popdock to access it.
  • Use Popdock to provide a unified list of open items and invoices across multiple BC companies.

Miscellaneous/Operational Efficiency

SmartConnect Use Cases for Miscellaneous/Operational Efficiency

Popdock Use Cases for Miscellaneous/Operational Efficiency

  • Use Popdock to empower non-IT users with self-service lists rather than waiting for custom reports.
  • Use Popdock embedded in a portal so external auditors or partners can view limited BC data securely.
  • Use Popdock to monitor vendor or customer key performance within BC by dimension and filter.
  • Use Popdock to create “what-if” lists: e.g., scenario filtering in BC data by region, time, or item.
  • Use Popdock dashboards to monitor Service Level Agreement (SLA) breaches, overdue tasks, or pending approvals using BC data.

eOne iPaaS+ and Dynamics 365 Business Central

SmartConnect and Popdock can help you with the full spectrum of your Business Central integration and reporting needs. From automating data changes to building real-time dashboards, the eOne iPaaS+ makes it easy to simplify your connections without a developer.

Request a demo and take control over your integration and automation needs today with the power of SmartConnect and Popdock.