What is workflow automation in Business Central?

Workflow automation in Business Central refers to automating rule-based business processes — such as purchase approvals, escalations and three-way matching — directly within Dynamics 365 Business Central. The NovaTerrae Business Process Automation module enables no-code workflow configuration without external tools.

How does NovaTerrae automate approval workflows in Business Central?

NovaTerrae deploys configurable approval workflows natively in Business Central. You define rules, thresholds and escalation paths without coding. All process steps are logged automatically, providing a full audit trail.

Can I automate purchase order approvals in Dynamics 365 Business Central?

Yes. NovaTerrae automates purchase order approvals, three-way matching and invoice processing natively in Business Central. Approvals route automatically to the right person, with escalation if deadlines are missed.

What is the difference between Business Central workflow automation and Power Automate?

Power Automate connects external systems via connectors and requires additional licensing. NovaTerrae runs entirely inside Business Central with no external connections, making it faster to deploy and easier to maintain for BC-native processes.

Is workflow automation available for SMEs using Business Central?

Yes. NovaTerrae is specifically designed for SMEs running Microsoft Dynamics 365 Business Central. The solution installs via Microsoft AppSource and requires no additional infrastructure.

Workflow Automation for Business Central

Why Business Process Automation?

Manual processes slow down your organisation.
Automation accelerates your business, reduces errors and frees time for what truly matters.

Efficiency and cost reduction Streamline operations and save resources.

Quality, accuracy and compliance Maintain high standards and meet regulations.

Speed and scalability Accelerate workflows and grow at scale.

Typical Automation Scenarios

Lead to Quote

Streamline the journey from lead capture to creating accurate quotes.

Quote to Order

Ensure a seamless transition from quotes to confirmed orders.

Contract to Fulfilment

Manage and execute customer agreements with precision.

Order to Delivery

Optimise the process from order placement to timely delivery.

Incident to Resolution

Resolve incidents quickly to maintain customer satisfaction.

Purchase Request to Order

Simplify procurement with efficient request-to-order workflows.

RFQ to Purchase Decision

Streamline the decision process from RFQ to purchase authorisation.

Purchase Contract to Usage

Optimise supplier relationships with effective contract management.

Order Confirmation to Delivery Planning

Ensure timely deliveries with optimised planning workflows.

Order to Receipt

Ensure timely goods receipt with streamlined order tracking.

Delivery to Sales Invoice

Streamline the process from delivery confirmation to invoicing.

Receipt to Purchase Invoice

Ensure accurate invoices based on goods receipt confirmations.

Sales Invoice to Payment

Optimise cash flow with efficient invoice-to-payment processes.

Purchase Invoice to Payment

Ensure timely payments with automated purchase invoice processing.

Record to Report

Generate accurate reports with automated record-to-report processes.

How it works

Connect to Business Central, configure automation flows and let your processes run themselves.

1. Download via AppSource

Install BAP in Business Central via Microsoft AppSource.

2. Build automation flows

Configure workflows for recurring tasks — no code required.

3. Monitor and optimise

Track performance via the dashboard and continuously improve flows.

4. AI-driven recommendations

Receive smart suggestions to automate even more. Let AI show the next step!

5. Scale automation

Extend automation across your entire organisation.

Key automation capabilities

Transform your business with smart, scalable automation.

Configurable triggers and actions

Configure triggers and execute actions, both inside and outside Business Central.

Automated task assignment and escalations

Assign tasks to the right person and ensure timely execution.

Real-time process monitoring

Gain insights and intervene instantly where needed.

Process-based access control

Secure sensitive fields and actions with process-based permissions.

Automated logging and audit trail

Maintain a complete log of all executed steps.

Data-driven improvement through process mining and AI

Use analytics and AI to continuously improve workflows.

Seamless integrations

Native with Business Central; extend via Power Platform and APIs.

Dynamics 365 Business Central

Extend Business Central with the NovaTerrae BPM Suite.

Power Platform

Leverage all the capabilities of the Microsoft Power Platform.

APIs

Enable seamless data exchange and integration.

Ready to automate your business?

We set up a pilot for your Business Central environment.

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Automate Processes in Business Central