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Case Studies
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Testimonials
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Clients
&
Your daily planner &
Contact Manager,
written from scratch,
in the Business Central AL framework!
Literature
Liaison Central Brochure
Liaison Contact Manager Brochure
Liaison Contact Manager &
Liaison Central Whitepaper
Brochure with Q & A regarding Liaison Contact Manager
Liaison Central
For D365 Business Central
$199 / mo. per BC tenant
· unlimited users
Your whole day — calls, tasks, quotes, approvals — in one date-sorted list, native to Microsoft Dynamics 365 Business Central
The Planner — An Operational Inbox Across Business Central
The Planner aggregates attention items from every BC source — Liaison Follow-Ups, Calls, User Tasks, Opportunities, Quotes, and pending Approvals — into a single attention-sorted list. Items appear as colored rows with type pills (FUP for follow-up, OPP for opportunity, APR for approval, and so on), sortable by any column. The left filter panel remembers each user’s preferences across sessions.
Liaison Central Brochure
Liaison Central Planner
A single attention-sorted list across Business Central. Color-coded type pills, persistent left filter, and live counts in the stats bar.
Click on image for a larger representation
Copilot reasons over your Business Central data - it doesn't just filter
User types intent in natural language. Copilot reads Business Central data . The Planner populates with prioritized entries and per-item commentary.
1. User types intent
2. Planner populates with reasoned entries.
Liaison Contact Manager
$29 / user/ month
Old school Contact Management built for Microsoft Dynamics 365 Business Central
One Record. One Screen. Every Detail.
Open a Customer in standard Business Central. To see the full picture, count the clicks: open invoices, AR aging, the contact person’s phone, the last note taken, active opportunities, the last email sent, pending approvals on open orders. Eight clicks across six pages.
Liaison Contact Manager presents all of that on a single dashboard. Vertical sections collapse and expand. Tabs swap between Opportunities, Notes Central, Sheets, Contacts, Interactions, History, Relationships, and Attachments. The data needed to act is in front of you — no context-switching, no navigation overhead.
Liaison Contact Manager Brochure
The Design Principle: “Everything in BC, Two Clicks Away”
Open Business Central. Click Liaison Central in your role center. You are already where you need to be — the Planner is in front of you, the Slidekick is on the right edge, your shortcuts are pinned. Anywhere you need to go in Business Central is one more click from there.
This is not marketing language. It is the architectural commitment that drives every product decision.
Liaison Contact Manager &
Liaison Central
Whitepaper
Brochure with Q & A
regarding Liaison
Contact Manager
Click on image for a larger representation
Customer Dashboard
Notes, Sheets, Contacts, Opportunities, History, Relationships, Attachments, Card Notes — all in one role-specific workspace.
Sheets
User-definable forms, no coding required. Custom data on customers, vendors, items.
Notes Central
Full Notes management, Card Notes, follow-ups tied to the Unified Planner.
Same architecture, same depth — for Customers, Vendors, and Items.
for sales, AR, and account managers. Customer summary activity history, contacts, opportunities, sales orders, AR aging, and Notes Central in one frame.
Three Dashboards, One License
Liaison Customer Dashboard
Click on image for a larger representation
for purchasing and AP. Vendor summary, activity history, contacts, purchase orders, AP aging, and Notes Central - mirroring the Customer view, scoped to your supply side.
Liaison Vendor Dashboard
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for operations and inventory. Item summary, sales history, purchase orders, inventory by location, attachments, and Sheets. Liaison Item Manager is included with every Liaison Contact Manager license at no additional cost.
Liaison Item Dashboard (Liaison Item Manager)
Click on image for a larger representation
Liaison Contact Manager goes beyond customer and vendor records
Every Liaison page surfaces a tabbed sidekick panel called Slidekick. It contains Favorites (pinned customers, vendors, items, and reports), Calendar, Calculator, Quick Hits (frequent actions), Help, and — critically — My Shortcuts. Slidekick panels are scoped to the current record on context-aware pages, so the EU sees relevant tools for what they’re looking at without navigating away.
Inventory items get the same dashboard treatment — with context-aware BC Slidekick on every screen.
Business Central Slidekick
Context-aware quick access to Business Central pages, cards, and reports. The pane adapts to the dashboard you're on.
On the Item Dashboard:
Availability, Demand Forecast, Recent Activity, Item Journal, Physical Inventory, Transfer Order — one click away.
On the Customer Dashboard:
Sales orders, statements, ledger entries, customer correspondence.
On the Vendor Dashboard:
Purchase orders, invoices, payment journals, vendor performance.
Click on image for a larger representation
Liaison Item Manager
Every item BC knows on one screen. Real-time inventory state, Watch dates, and an audit trail of operational notes.
Click on image for a larger representation
Liaison Contact Management surfaces BC's data — it doesn't replace it
What it is..
• A workspace that surfaces BC's existing data
• Table extensions on standard BC entities
• Drill-through to BC's native cards on every click
• AI-powered prioritization of what's already there
• Native to the BC client — no separate app, no
context switch
What it isn't..
• A replacement for Business Central
• A parallel system to maintain or sync
• A duplicate database of customer/vendor master data
• A competitor to Microsoft Dynamics 365 Sales
• A migration project — there's nothing to migrate
Look at what's NEW... Enhance email appearance with Liaison HTML Courier!
Liaison HTML Courier
Automate scheduled communications with customers, vendors, and internal teams by leveraging data from your ERP system. It features a library of HTML templates that presents the clients’ ERP data in various formats, directly within the email body..
Brochure discussing ad-hoc reporting for D365 Business Central, Dynamics GP & SL
Call or email us today to schedule a demo of Liaison Contact Manager
800.811.4618 or 714.543.9877