Microsoft Dynamics 365 Business Central Order to Cash Automation
Codeless Platforms' BPA Platform provides an integration-led Microsoft Dynamics 365 Business Central Order to Cash automation solution that connects Business Central with CRM, eCommerce, billing, payment, and finance systems into a single, governed process at scale.
Designed for growing mid-market organisations using Dynamics 365 Business Central across manufacturing and assembly, wholesale distribution, professional services, and retail or eCommerce environments, where operational complexity is outgrowing standard extensions.
It removes manual handoffs, accelerates invoicing, reduces DSO, and gives finance leaders real-time control over revenue and cash flow, without custom code, fragile point integrations, or hard-to-maintain extensions.
Order to Cash Automation Solution
Learn more about our cost-effective Order to Cash automation solution that connects CRM, ERP, billing, payment and finance systems into a single, governed process at scale.
End-to-End Dynamics 365 Business Central Order to Cash Automation for Finance-Led Organisations
Faster billing, lower DSO, and full revenue control with Business Central
BPA Platform automates the full Order to Cash lifecycle around Microsoft Dynamics 365 Business Central, synchronising orders, invoices, payments, and customer data across CRM, ERP, billing, and finance systems. This accelerates invoicing, reduces Days Sales Outstanding (DSO), improves cash flow visibility, and maintains audit-ready control from order creation through to cash application.
Built for CFOs, Finance Transformation Leaders, Revenue Operations, and IT teams who need measurable financial outcomes from Business Central, not just system connectivity.
Used by finance and IT teams operating complex, high-volume, multi-entity Business Central environments in fast-growing, operationally diverse organisations.
Want a concise overview? Download the Order to Cash Automation data sheet for key capabilities, billing models, and implementation guidance.
The Problem: Fragmented O2C Around Dynamics 365 Business Central
When Business Central isn’t connected into an end-to-end automated Order to Cash process, organisations commonly experience:
- Manual order re-entry between CRM, eCommerce, and Business Central
- Disconnected pricing, tax, and customer master data across systems
- Invoice delays caused by disconnected fulfilment, billing, and approval steps
- Siloed visibility across Business Central orders, invoices, and payment status
- High exception rates, disputes, and time spent chasing missing information
- Fragile point-to-point integrations and custom extensions that become difficult to change or scale
- Limited governance, auditability, and control over approvals and exceptions
These challenges don’t just slow operations, they delay revenue, increase DSO, and introduce financial and compliance risk.
Build a finance-ready business case in minutes.
BPA Platform: Dynamics 365 Business Central Order to Cash Automation Software Capabilities
BPA Platform provides a complete automation layer across Dynamics 365 Business Central, CRM, billing, and finance systems - combining integration, workflow orchestration, and document automation to remove delays and manual handoffs.
Business Central Order Capture & Validation
Automated creation and validation of sales orders in Dynamics 365 Business Central from CRM, CPQ, eCommerce, or EDI with pricing, tax, and compliance validation, ensuring every order is invoice-ready.
Credit & Approval Automation
Workflow-driven credit checks, approval routing, and policy enforcement before order release, with escalation handling and audit-ready approvals.
Billing and Invoicing Automation
Event-based invoice generation triggered by shipment, delivery, or fulfilment milestones, synchronised with Business Central, CRM, and customer portals to reduce invoice delays and billing errors.
Revenue & Compliance Controls
Audit-ready transaction logging, document retention, and financial controls to support governance requirements across Business Central finance processes.
Accounts Receivable & Collections
Automated aging, dunning, dispute workflows, payment matching, and cash application, reducing manual AR workload and accelerating cash collection.
Real-time Revenue Visibility
Unified visibility across Business Central orders, invoices, payments, and DSO for Finance, Sales, and Leadership.
For a quick overview of BPA Platform’s Order to Cash capabilities, billing models, and implementation approach, see the Order to Cash Automation data sheet.
Dynamics 365 Business Central Integration for End-to-End Order to Cash
BPA Platform supports Dynamics 365 Business Central Order to Cash automation across leading CRM, eCommerce, billing, payment, and finance systems, with flexible deployment across cloud and hybrid environments.
- CRM: Dynamics 365 Sales, Salesforce, HubSpot, SugarCRM, Zoho CRM, Creatio CRM etc.
- eCommerce: Shopify, WooCommerce, Magento, BigCommerce, Shopware, Amazon Seller Central etc.
- ERP: Microsoft Dynamics 365 Business Central.
- Billing & payments: Billing platforms, payment gateways, and finance systems.
- Scalable architecture for high-volume, multi-entity environments.
- Hybrid deployment across cloud and on-premises systems.
Why use BPA Platform for Dynamics 365 Business Central Order to Cash Automation?
BPA Platform combines iPaaS integration, workflow orchestration, and document automation into a single platform designed for finance-critical processes around Business Central, not just data movement between systems.
iPaaS
For reliable integration between Business Central, CRM, eCommerce, billing, and payment systems.
Workflow Orchestration
For approvals, credit checks, exception handling, and controls.
Document Automation
For invoices, statements, and compliance documents.
Reporting Automation
For revenue, aging, and cash visibility.
Alerts and Notifications
Via email and SMS for exceptions, approvals, failed transactions, and time-critical process events.
Legacy System Integration Capability
To support hybrid environments where APIs aren’t available.
This approach enables finance teams to automate Business Central Order to Cash with the control, resilience, and auditability required in complex environments.
End-to-End Business Central O2C Process Coverage
CRM → Order Management → Dynamics 365 Business Central → Billing → Accounts Receivable → Payments → Reconciliation
Benefits of Dynamics 365 Business Central Order to Cash Automation
Finance teams use Business Central Order to Cash automation to achieve measurable operational and financial outcomes, including:
- Faster order-to-invoice cycles in Business Central
- Measurable reduction in DSO
- Fewer billing errors and invoice disputes
- Improved cash flow forecasting and working capital control
- End-to-end audit trails for revenue and compliance
- Scalable growth without increasing finance or operations headcount
Frequently Asked Questions
Looking for a deeper explanation of how CRM and ERP systems integrate across the Order to Cash process?
Read our guide to Order to Cash integration.
Ready to see Order to Cash automation mapped to your Dynamics 365 Business Central environment?
Speak to an integration specialist to review your current Dynamics 365 BC processes, project complexity, and automation opportunities.
Subscription Pricing
Microsoft Dynamics 365 Business Central Order to Cash Automation
Software from
BPA Platform
£350
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