Integrate AutoTask and Dynamics 365 Business Central
Managing service tickets, project tasks, and billing workflows across two different systems often leads to inefficiencies and data mismatches.
TaskCentral, built natively inside Microsoft Dynamics 365 Business Central, solves this by enabling a seamless, bi-directional integration between AutoTask PSA and Business Central, giving your teams one synchronized system for operations and finance.
Eliminate Manual Work
No more double entry between AutoTask and Business Central. Automatically sync customers, projects, tickets, and billing data in real-time.
Faster Billing Cycles
Automatically transfer time entries and approved charges from AutoTask into Business Central for instant invoice generation.
Unified Operations and Finance View
Connect service delivery with financial performance. View real-time profitability, outstanding tickets, and billing data directly within Business Central.
Built for MSPs and IT Service Providers
Designed specifically for Managed Service Providers (MSPs) who use AutoTask for service management and Business Central for accounting and ERP.
✅ Customer & Contract Sync
Keep your customer and contract data in sync between AutoTask and Business Central — ensuring accuracy across both platforms.
✅ Ticket-to-Invoice Automation
Push approved time entries and expenses from AutoTask directly into Business Central, ready for invoicing.
✅ Project Cost Tracking
Automatically sync project tasks, materials, and costs to maintain accurate job costing and project profitability in Business Central.
✅ Error-Free Data Mapping
Intelligent mapping ensures consistency of accounts, GL codes, and cost centers.
✅ Real-Time Updates
Changes in AutoTask instantly reflect in Business Central — and vice versa.
✅ Native Business Central Experience
Built within Business Central UI, ensuring a consistent experience with your existing ERP workflows.
| Benefit | Description |
|---|---|
| 💼 Unified Platform | Manage finance and service data in one place |
| ⚙️ Automation | Reduce human errors and eliminate redundant work |
| ⏱ Faster Billing | Generate invoices directly from AutoTask data |
| 📊 Accurate Reporting | Gain end-to-end visibility on contracts, costs, and profitability |
| 🔒 Secure Integration | Uses Microsoft standards for API and authentication |
Procure+ is a versatile procurement solution designed to optimize purchasing operations, enhance compliance, and provide real-time financial insights. It streamlines every aspect of the procurement process—from requisition requests to vendor management—allowing businesses to reduce costs, improve efficiency, and make data-driven decisions.
Integrated directly into Microsoft Dynamics 365 Business Central, Procure+ ensures seamless workflows and complete visibility across your procurement activities. Whether you’re managing budgets, automating approvals, or tracking supplier performance, Procure+ is your trusted tool for smarter procurement.
| Phase | Description |
|---|---|
| Analysis | We begin with a detailed assessment of your current AutoTask and Business Central environments to understand data flow, entity structures, and integration goals. |
| Installing the App | TaskCentral is installed directly within your Business Central environment as a native extension. |
| Configuration & Mapping | Our team configures the integration and defines entity mappings — including customers, contracts, GL accounts, projects, and billing rules, ensuring accurate, consistent data exchange between AutoTask and Business Central. |
| Testing | A comprehensive testing phase validates data synchronization, ticket-to-invoice workflows, and business rules. |
| Go-Live | Once testing is approved, live synchronization is activated. |
| Post Go-Live Support | Our experts continue to monitor and support this integration after deployment. |
We also help you with version upgrades, additional mappings, and optimization as your business evolves.
TaskCentral is implemented and supported by Madhda Inc. a Microsoft-certified partner specializing in ERP and PSA integrations.
Our experts ensure a smooth deployment, from setup to post-launch optimization.
🕐 Implementation Time: 2–3 Weeks
💡 Support Model: Annual or Managed Support Plans available
Transform how your service and finance teams work together.
With TaskCentral, you’ll save time, reduce errors, and gain a complete picture of your operations — all inside Business Central.
