Microsoft Dynamics 365 Business Central StrawberryCustomers checked against sales orders, in one pass
It reads every customer your Microsoft Dynamics 365 Business Central account holds, drafts the changes that follow, and hands you a card for each one before a single customer moves.
Open the customer. Check it against something else. Write the change. Move to the next one. That is the Microsoft Dynamics 365 Business Central afternoon nobody can hand off, and a companion does the whole pass and gives you back the batch, with nothing landing on a customer until you approve it.
What it can do is exactly what Microsoft Dynamics 365 Business Central exposes to an account you authorise and nothing beyond it: 3 operations, 1 read and 2 writes. In practice that means it can update a customer and create a customer, and work across the customers and sales orders.
The Microsoft Dynamics 365 Business Central API stops at Microsoft Dynamics 365 Business Central. A companion does not. The same run opens the customer's website, the supplier portal, the internal tool somebody built in 2019, because it is working the browser you are already signed into rather than calling in from outside it.
Does it read the customers or ask you for them?
1 of the 3 operations is a read.
Your account, not a guess at it: a companion can get a sales order, and the full list below is the whole list, with nothing inferred from Microsoft Dynamics 365 Business Central's documentation.
The customers are what most of this inventory is about, alongside the sales orders. A companion can hold all 3 of these operations and forty open tabs in the same pass, which is how an afternoon of Microsoft Dynamics 365 Business Central admin becomes a queue you review.
- Get Sales Order
What happens before it can update customer?
All 2 write operations wait for you.
A companion can update a customer and create a customer, and each one is staged on an approval card first: you see the customer, the field and the new value before it lands in Microsoft Dynamics 365 Business Central.
Nothing in Microsoft Dynamics 365 Business Central is sent, changed or deleted on your behalf without that click, and a rejected card leaves the customer exactly as it was. The gate is the same one on every surface, described at security.
- Update Customer
- Create Customer
Does the customer sweep have to be asked for every time?
Yes.
Saved as a routine, the Microsoft Dynamics 365 Business Central customers pass runs at the hour you pick: the Monday sweep, the overnight refresh, the Friday check. Keep Awake holds the machine awake for the length of a run, so a scheduled pass finishes with the lid closed.
The operations playbook catalogues the other recurring shapes of the operations, the Microsoft Dynamics 365 Business Central customers sweep among them, and finished runs are published at real runs.
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