Microsoft Dynamics 365 integration for finance automation

Serrala connects to Dynamics 365 Business Central via API, with an AI-powered app that brings financial approvals directly into Microsoft Teams.

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Integration features

Get the most out of Dynamics 365 with Serrala AI-driven finance automation

From API integration to approvals inside Microsoft Teams, here’s what Serrala brings to your Dynamics 365 setup.

API integration with Dynamics 365 Business Central

Serrala’s API integration into Dynamics 365 BC brings financial process automation to organizations of any size, from mid-sized businesses to established multinationals.

AI-powered approvals inside Microsoft Teams

The Serrala Teams app lets your team manage financial processes without leaving Teams, running on Microsoft Azure for security and built-in AI capabilities.

Available in Microsoft Commercial Marketplace

Serrala’s Dynamics 365 BC integration is listed for purchase directly through Microsoft’s marketplace.

Finance-owned configuration

GL codes, cost centers, vendor master, and payment terms configured by finance, with no drawn-out IT project standing in the way.

More features

Reduces the learning curve

By integrating into a platform finance teams already use daily, Serrala reduces the change-management lift of adopting new automation tools.

Multi-ERP ready

Running Dynamics 365 in one entity and another ERP elsewhere? Serrala unifies automation across both.

How it works

How Serrala integrates with Dynamics 365

Serrala connects to Dynamics 365 Business Central via API, with approval workflows surfaced directly inside Microsoft Teams.

Connect Serrala Cloud solutions

to Dynamics 365 Business Central using a documented REST API.

Customer stories

See what our customers are saying

Real results from finance teams automating with Serrala every day.

Unheard of Customer Service

''The team at Serrala has done an incredible job of "hand holding" during the implementation. They simply wouldn't rest until the software was working exactly as promised. Further, they were extremely interested in feedback and incredibly, quickly implemented small changes to increase the usability of the software.''

Verified User in Manufacturing

Mid-Market

Serrala; Great onboarding team, great program, and intuitive to use.

"The connection to our ERP system was quick and easy. When onboarding with Serrala, their team allowed us to ask all our questions, and as more inquiries came up, their team remained quick to respond and step into action."

Alex R.

Mid-Market

Serrala Automation

''I have been involved with the Serrala team for a while. They have been fantastic to work with and very accomodating to our requests for additional features.''

Richard C.

Mid-Market

Awards and accolades

Our finance automation products are recognized by some of the industry’s best analysts.

The Hackett Group® Digital World Class® Matrix for Collections, Deductions, and Disputes Software

IDC Marketscape Treasury and Risk Management

Top AI Use Cases for Accounts Payable Automation in 2025 

Gartner Magic Quadrant for Accounts Payable Applications

View all Awards and Accolades

Frequently asked questions about Dynamics 365 integration

Does Serrala replace Dynamics 365?

No. Dynamics 365 remains your system of record; Serrala is the execution layer that automates finance processes on top of it.

Does the Teams app replace Dynamics 365 approvals?

No, it surfaces them. Approval logic stays governed by Dynamics 365; the Teams app puts the approve/reject action inside the collaboration tool your team already uses.

Which Dynamics 365 products does Serrala support?

Dynamics 365 Business Central, via API integration.

Will implementing Serrala require a big IT project?

No. Finance teams configure GL codes, cost centers, vendor master data, and payment terms directly, with no drawn-out IT project standing in the way.

How does data sync between Serrala and Dynamics 365 work?

Data syncs bi-directionally and in real time via documented REST API: transactions post back as they’re processed.

Is the Teams app available for purchase directly?

Yes, through Microsoft Commercial Marketplace.

We already use Microsoft Azure – does that make integration easier?

Serrala’s Teams app runs on the Azure platform, which is the same cloud infrastructure Microsoft Dynamics 365 is built on.

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