Aptly + Microsoft Dynamics 365 Business Central

Overview

Aptly integrates with Microsoft Dynamics 365 Business Central to embed Delegation of Authority (DoA) and approval governance directly into your enterprise’s financial, purchasing, and operational workflows. Business Central provides comprehensive financial management, procurement, inventory, and sales order capabilities for small to mid-sized organizations. By synchronizing delegated authorities and approval criteria from Aptly into Business Central, organizations ensure that purchase approvals, vendor commitments, spending authorizations, and other business actions enforce corporate governance policies in real time.

This integration removes manual review bottlenecks, reduces compliance risk, and ensures that only authorized stakeholders can approve business-critical actions, providing a unified governance layer across ERP execution and strategic authority models.

Key Capabilities

Real-Time Authority Synchronization
Aptly continuously synchronizes delegated authority levels, approval thresholds, and signatory permissions into Business Central. When delegation changes occur in Aptly — whether through HR updates, governance rule changes, or manual issuance — those changes propagate automatically into Business Central workflows.

Automated Workflow Enforcement
Transactional approvals in Business Central — including purchase orders, vendor invoices, payment batches, and credit limits — validate against Aptly’s delegated authority data. This ensures that every approval action respects corporate policy and current delegation assignments.

ERP Structure and Data Alignment
Aptly maps governance constructs such as departments, cost centers, business units, and entities to corresponding structures in Business Central (e.g., dimensions, charts of accounts, items, vendors). This ensures that governance logic aligns with Business Central’s internal ledger and operational hierarchies.

Flexible Mapping & Customization
Out-of-the-box mappings support standard Business Central fields and approval models, while Aptly’s integration tooling allows configuration for custom fields, region-specific rules, and conditional logic to support complex organizational structures.

Audit & Compliance Traceability
Each synchronization and approval event between Aptly and Business Central is logged with full traceability. Finance, audit, and compliance teams can review when authority changes occurred, who approved specific transactions, and how delegated workflows were executed, facilitating internal control and regulatory compliance.

Value to Organizations

Integrating Microsoft Dynamics 365 Business Central with Aptly bridges governance policy and operational execution — ensuring authority assignments defined in Aptly are consistently enforced in critical ERP transactions. This integration improves financial control, eliminates reliance on manual reconciliation, and delivers a centralized, auditable authority framework that supports efficient decision-making and compliance.

Example Use Cases

• Procurement Approvals: Automatically enforce delegated purchase limits for requisitions and purchase orders in Business Central.
• Invoice & Payment Authority: Validate authority when posting vendor invoices, issuing payments, or managing payment batches.
• Credit & Customer Approvals: Apply delegated credit-limit thresholds for customer orders and account adjustments.
• Budget Enforcement: Ensure budget requests and reallocations follow delegated approval paths.
• Audit Evidence: Generate reports showing authorized actions and delegation changes for SOX, internal audit, and compliance reviews.