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The Microsoft Business Central integration connects Tribe CRM with your financial administration to keep relationships, products, and invoices synchronised. Tribe offers two integration options, depending on how you work with Business Central. This is useful when you want to reduce manual data entry and keep both systems aligned. By following this guide, you will understand the differences between the integrations and how to activate them.
Table of Contents
What Is The Difference Between Business Central Accounting And Invoicing?
What Does The Business Central Accounting Integration Do?
How Do I Activate Business Central Accounting?
What Does The Business Central Invoicing Integration Do?
How Do I Activate Business Central Invoicing?
How Are Data Changes Managed?
Which Data Is Synchronised?
What Is The Difference Between Business Central Accounting And Invoicing?
Tribe offers two integrations with Microsoft Business Central:
Accounting focuses on relationships and booked invoices, with Tribe as the leading system.
Invoicing builds on Accounting and adds two-way synchronisation for products, invoices, inventory, and sales orders.
The Accounting integration uses the Chift API and requires the Chift extension.
The Invoicing integration uses a direct API and requires Accounting to be set up first.
Microsoft Business Central Accounting | Microsoft Business Central Invoicing |
CRM leading | Can be CRM leading or ERP leading |
Syncs relations and booked invoices from Tribe to Microsoft Business Central | Two way sync for relations, products and invoices (can be drafts or booked invoices). |
Is set up via Chift API, so Chift extension is needed for the set up. | Is set up via direct API. No extra extension needed. |
| Builds on top of Microsoft Business Central Accounting. In order to use Invoicing, you need to have Accounting already set up. |
What Does The Business Central Accounting Integration Do?
The Accounting integration synchronizes:
Relationships
Invoices
Relationship Synchronization
When the integration is activated, during the initial synchronization, customers and suppliers from Microsoft Business Central are automatically loaded into Tribe CRM. A duplicates check is performed on the existing relationships in Tribe CRM. This check is based on a unique ID from Microsoft Business Central. If this is not found, an additional check is performed based on the debtor or creditor number.
After the initial synchronization, new relationships and changes in existing relationship data are automatically updated. This applies both from Tribe CRM to Microsoft Business Central and vice versa. The synchronization is based on the unique ID in Microsoft Business Central.
A new customer or supplier always receives a debtor or creditor number in Tribe. If Microsoft Business Central generates a debtor or creditor number, the number in Tribe is overwritten with the debtor or creditor number assigned by Microsoft Business Central.
Invoice Synchronization
When an invoice status is changed to "Sent", it will automatically synchronize it as a
booked invoice to Microsoft Business Central. We ensure that you have all the necessary information complete by adding all relevant information to the booked invoice, such as date, invoice and product lines.
How Do I Activate Business Central Accounting?
You must be an administrator in both Tribe and Business Central and already logged in to Business Central.
Step-by-step instructions:
Click Marketplace in Tribe.
Select the Financial tab.
Click Dynamics 365 Business Central Accounting.
Click Activate.
Click Log In To Dynamics 365 Business Central Accounting.
Configure the connection name and accounting options.
Click Authorise.
Select VAT Groups and General Ledger Accounts.
Choose which entities to synchronise under Other Settings.
What data is synchronized?
Organization (commercial relation/supplier)
Microsoft Business Central | Tribe |
Name | Organization Name |
Website | Website |
Email address | |
Phone | Phone Number |
VAT Registration No. | VAT number |
Number | Creditor Number |
Number | Debtor Number |
Address | Visiting Address |
Person (individual customer)
Microsoft Business Central | Tribe |
Name | First Name, Middle Name, Last Name |
Number | Debtor Number |
Phone | Private phone |
Private email | |
Mobile | Private mobile |
Invoice
Microsoft Business Central | Tribe |
Journal | Configured journal |
Currency | Currency |
Total amount | Invoice total amount |
Tax amount | Invoice VAT amount |
Untaxed amount | Invoice total ex VAT |
Invoice date | Invoice Date |
Due date | Expiration date |
Your reference | Number |
Invoice lines (grouped by GL account) | Product Lines |
Attachment | Attachment |
What Does The Business Central Invoicing Integration Do?
The Invoicing integration adds:
Contact synchronisation
Product synchronisation
Invoice synchronisation
Inventory synchronisation
Sales order synchronisation
Contact Synchronization
The Contact Synchronization is a two way sync between Tribe CRM and Microsoft Business Central. Any changes made in Business Central are pulled into Tribe every hour, ensuring you always have the most current data. When you create a new contact in Tribe, it's automatically added to Business Central, and any updates to existing contacts flow seamlessly between the two systems.
You can easily find your contact directly in Business Central from Tribe. Simply click on the Business Central link in the top right corner of your contact card.
Product Synchronization
The integration also supports product synchronization. Similar to relationships, products are applied through a two-way synchronization. Duplicate checks are performed based on the ID from Microsoft BC and by product number.
Invoice Synchronization
When an invoice status is changed to ‘Sync as draft’ or ‘Send’ in Tribe (depending on the configuration), it will automatically be synchronized as a (draft) invoice to Microsoft BC (is dependent on the integration settings). We ensure that you have all the necessary information complete by adding al relevant information to the booked invoice, such as date, invoice and product lines.
The synchronization of Credit invoices in one way, from Microsoft Business Central to Tribe. To maintain correct payment and linking logic we recommend to create Credit invoices in Microsoft Business Central. These will then sync back to Tribe, ensuring that all records remain consistent in both systems.
Inventory Synchronization
The integration also supports inventory synchronization.
Sales Order Synchronization
The integration supports sales order synchronization. Sales orders are initially created in Tribe with a Concept status. At this stage, they are not synced to Microsoft Business Central. When you Finish a sales order in Tribe, it is then synchronized to Microsoft Business Central.
Once synced, the sales order becomes read-only in Tribe and can no longer be edited. Any subsequent changes must be made in Microsoft Business Central. These changes will automatically sync back to Tribe.
Did you know? Credit invoices should be created in Business Central so payments and links remain consistent when synchronised back to Tribe.
How Do I Activate Business Central Invoicing?
Before activating Invoicing, make sure Accounting is already active and the required OData endpoints are published in Business Central.
Step-by-step instructions:
Click Marketplace in Tribe.
Select the Financial tab.
Click Invoicing Dynamics 365 Business Central.
Click Activate.
Select Production as the environment.
Enter the Company Key from Business Central.
Configure General Settings, Units, and VAT Groups.
Click Activate Link And Start Initial Import.
How Are Data Changes Managed?
Deleting data in one system never deletes it in the other.
When you deactivate a relationship in Business Central, it remains active in Tribe.
When a relationship is marked as former in Business Central, it is also marked as former in Tribe.
Which Data Is Synchronised?
Invoice
Microsoft Business Central | Tribe |
Customer | Relationship |
number | Number |
“Invoice_{number}” | Subject |
invoiceDate | Date |
pricesIncludeTax | IsVatIncluded |
Calculated based on totalAmountExcludingTax/discountAmount | DiscountPercentage |
Invoicing date + Payment term (in days) | Due Date |
Product lines
Microsoft Business Central | Tribe |
description | Description |
quantity | Quantity |
itemId | Product.[ExternalID] |
unitPrice | Product.SalesPrice |
unitCost | Product.PurchasePrice |
item.vatProdPostingGroup | VatGroup |
sequence | sortIndexField |
lineDiscount | Discount |
Product
Microsoft Business Central | Tribe |
Blocked | IsInactive |
DisplayName | Name |
Number | Code |
DisplayName2 | Description |
UnitPrice | SalesPrice |
UnitCost | PurchasePrice |
VAT_Prod_Posting_Group | VatGroup |
Unit | Unit |
Inventory | StockLevel |
“true” | IsPriceEditable |
“true” | IsVatEditable |
Auto-created Product group “BusinessCentral” | ProductGroup |
Sales Orders
Microsoft Business Central | Tribe |
customerId | Relationship |
number | Number |
“SalesOrder_{number}” | Subject |
requestedDeliveryDate | requestedDeliveryDate |
externalDocumentNumber | activity.number |
currencyCode | activity.currency |
Sales Order Lines
Microsoft Business Central | Tribe |
description | productLine.extraDescription |
quantity | productLine.quantity |
itemId | Product.[ExternalID] |
discountPercent | productLine.discountPercentage |
unitPrice | Product.SalesPrice |
item.vatProdPostingGroup | VatGroup |
sequence | sortIndexField |
discountPercent | Discount |
Contacts
Microsoft Business Central | Tribe |
firstName | firstName |
lastName | lastName |
emailAddress | |
primaryPhoneNumber | phoneNumber |
customerId | organization |
Quick Summary
The Microsoft Business Central integration connects Tribe with your financial administration. You can choose between Accounting and Invoicing depending on your needs. This integration helps keep relationships, products, and invoices aligned while reducing manual work across systems.