Business Central Operations Automation

Operations Automation extends Microsoft Dynamics 365 Business Central with advanced job queue management, status-driven notifications, reprocessing controls, and automation scenarios for outbound documents such as posted sales invoices, customer statements, and vendor remittance advice.

This documentation is written for administrators, solution consultants, and operational users who configure and monitor automation in Business Central.

Start Here

1. Read Getting Started to set up licensing, email, and your first automation.
2. Read Concepts to understand how setups, entries, statuses, and notifications work together.
3. Use How-to for common operational and administration tasks.
4. Use Troubleshooting when an automation, notification, or outbound email job does not behave as expected.

Sections

• Overview
• Getting Started
• Concepts
• How-to
• Troubleshooting
• Release Notes

Key Capabilities

• Configure reusable Operations Automation Setup records for codeunits and reports.
• Queue and process Operations Automation Entries with status tracking and logs.
• Group related setups for administration and filtering.
• Enable retry, reprocessing, and retention policy behavior.
• Configure notifications by status and by setup.
• Automate outbound emails for posted sales invoices, customer statements, and vendor remittance advice.
• Integrate through API pages for setups, entries, logs, and attachments.