If your team needs to read or update data in Business Central directly from a workflow, this can be done using the API Call action. Kolleno authenticates the request with the Business Central connection you already have, so there are no extra credentials to enter.
For the action itself, see Make an API Call with Kolleno Workflows.
What you will need
An active Business Central connection in Kolleno. If it has been disconnected or has stopped working, the step fails with "
No active BusinessCentralToken found for this company".A Business Central authentication entry, created for you by the Kolleno Support Team. Once added, it appears by name in the Authentication list of the API Call step.
The endpoint you want to call, from Microsoft's Business Central API documentation, for example
https://api.businesscentral.dynamics.com/v2.0/<tenant-id>/<environment>/api/v2.0/companies(<companyId>)/customers(<customerId>). To fill in the environment, see Find your Business Central environment name.
Set up the API Call with Business Central authentication
Go to Automation → Workflows and create or open a workflow.
Add a step: API Call, under the Integration section.
Under Authentication, select your Business Central entry.
Enter the method and the full URL of the Business Central endpoint, and a request body if the method needs one. You can insert workflow data using template smart fields.
Good to know
Kolleno adds the authorisation header and refreshes the token for you, so nothing expires mid-workflow.
Your Business Central permissions still apply: the connected account has to be allowed to read or write the records you target.
For straightforward field updates such as credit limit or payment terms, the Update Record on ERP action is quicker and needs no URL. See MS Dynamics 365 Business Central update record on ERP Action in Workflows.