FOR DISTRIBUTORS RUNNING DYNAMICS 365 BUSINESS CENTRAL
Quoting software for Dynamics 365 Business Central distributors
Business Central keeps your items, price lists, inventory and customers in one place, and it can produce a sales quote once someone has keyed the lines. It cannot read the PDF, spreadsheet or photographed list your customer actually sends. That reading is done by a person, line by line.
Qotora AI does the reading and matching from your Business Central data and prepares a quote for a person on your team to review. It reads; it never writes into Business Central. Today the route is a scheduled export, and we say so up front because the direct API connector is not built yet.
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What quoting looks like on Business Central today
A sales quote in Business Central is quick once the item numbers are known. The delay is before that: working out which item a customer means, checking availability across locations, applying the right sales price or line discount for this customer, and typing it in. When requests arrive as emails, PDFs and photographs, that part is manual.
- A request arrives outside Business Central, in any format.
- A person searches the item list by description or number.
- Availability and the customer’s sales price are checked by hand.
- The sales quote is keyed in and sent.
How Qotora AI connects to Business Central
| Route | Status | Detail |
|---|---|---|
| Scheduled export (CSV or Excel) | Works today | Your Business Central administrator or partner schedules an export of items, sales prices, inventory and customers to a folder. Qotora AI’s connector reads each new file. We give you the exact list of columns. |
| Read-only database read | On-premises only, assessed case by case | If your Business Central runs on your own SQL Server, a read-only database read may be possible. Business Central online gives no database access, so for online the route is the export. |
| Direct Business Central API connector | Not built yet | The code skeleton exists but does not run, so we do not offer or claim it. |
Microsoft, Dynamics 365 and Business Central are trademarks of their owner. Qotora AI is not affiliated with Microsoft and claims no certified or partner integration.
With an export, the data is as fresh as the last file. The workspace shows when it was last refreshed, so a quote is never prepared on stale prices without anyone knowing.
What it reads, and what it never does
- Items: number, description, barcode, unit of measure and category.
- Sales prices and the prices for each customer price group.
- Inventory by location.
- Customers and vendors.
- It never writes into Business Central: no quote, no order, no item.
- No purchase price and no margin is ever sent to the AI model.
Setup, step by step
- Free consultation: you tell us whether Business Central is online or on-premises, and your version.
- We send the list of columns Qotora AI needs.
- Your administrator or partner schedules the export to a folder on a PC or server in your office.
- With your written consent, our technician installs the connector there and points it at the folder.
- We check what Qotora AI received, you confirm a few items, and your salesperson prepares a first quote.
Our part takes about a day of technician time and is included. US$49 for the first month, then US$149 a month on the Counter plan (up to 150 quotes sent per month, unlimited users), with a 7-day money-back guarantee counted from your first quote sent.
Frequently asked questions
Does Qotora AI have a Business Central connector?
Not a direct one yet, and we do not claim one. Today it reads a scheduled export from Business Central. A database read is possible only on an on-premises installation and is assessed with you.
Is it a Microsoft partner integration?
No. It is our own read-only connector. We do not claim a certified or partner integration with Microsoft.
Can it create sales quotes in Business Central?
No. Qotora AI never writes into Business Central. A person reviews and sends the quote from its workspace, and your team enters the order if the customer accepts.
Business Central is online. Can you still read it?
Yes, by a scheduled export. Online gives no database access, and the direct API connector is not built yet.
How current are the prices on a quote?
As current as your last export; the workspace shows when it was refreshed. Schedule the export as often as your prices change.
Do my cost prices go to the AI?
No. No purchase price and no margin is ever sent to an AI model.