Dynamics 365 Business Central + Memtro

What you can do with Dynamics 365 Business Central in Memtro

Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Dynamics 365 Business Central tool, reads what it needs, and answers with the source cited.

• Customers and vendors with balance due, credit limit and currency
• Sales and purchase invoices by status, counterparty and date, with overdue days
• General ledger entries by account, date or document with debit and credit totals
• Chart of accounts with categories and net change
• Aged accounts receivable and payable as of any date; trial balance for a period
• Items with unit price, unit cost and inventory on hand
• Hourly sync records newly posted and overdue invoices as events

Ask it like this

Questions people ask once Dynamics 365 Business Central is connected. In agent mode each one also checks the other systems that know about the same people, companies or identifiers.

• ›Which customer invoices are overdue and by how many days?
• ›What is the aged receivables position as of the end of last month?
• ›Show the trial balance for this financial year
• ›What posted to account 6100 in March?
• ›How many widgets do we have in stock and at what unit cost?

Where it fits

Teams that get the most from Dynamics 365 Business Central in Memtro, with the rest of their stack attached.

• FinanceAsk the ledger questions in plain EnglishXero, Stripe and the warehouse answer through tools that read by default, and Xero can raise a draft invoice or record a payment when you ask and an administrator has granted it. Duplicate charges, aged receivables, revenue by segment: one question, with the figures cited to their source.
• LeadershipOne question across the whole companyFounders and managers ask what is happening and get an answer stitched from support, sales, finance and engineering, with every figure traced to its source and the rest of the week handled by jobs.
• OperationsMonitors and digests that run themselvesJobs are prompts the agent runs on a schedule with the same tools as their owner. Create them in plain language, get the report in a chat, pause or change them in a sentence.

Questions

Can Memtro change anything in Dynamics 365 Business Central?

Not yet. Today every Dynamics 365 Business Central tool reads, searches or lists. When the connector gains actions, each is marked, granted by name per team and used only when a person asks for exactly that, so nothing is created, sent, updated or deleted until you say so.

Who can use a Dynamics 365 Business Central connection?

A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.

Does Memtro store my Dynamics 365 Business Central data?

Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded. An hourly sync anchors recently changed Dynamics 365 Business Central records into memory as entities.

How do I connect Dynamics 365 Business Central?

OAuth. In Connections choose Dynamics 365 Business Central and click Connect with Microsoft.