Dynamics 365 Business Central

General Information

Website: microsoft.com
Software type: Solution as a Software (Saas)
Geography: 🌍 Worldwide
Support multi-folder: ❌

Introduction

Microsoft Dynamics 365 Business Central is a cloud-based enterprise resource planning (ERP) software designed for small to medium-sized businesses. It provides a comprehensive solution for managing financials, operations, sales, and customer service. It also offers features such as supply chain management, project management, and human resources management.

Configure Microsoft Dynamics Business Central 365

Prerequisite(s)

Obtain a Tenant Id, Client ID and secret by creating an Azure Application so that your end users can give access to their instance to your app
Activate the Microsoft Dynamics Business Central 365 integration on the Chift platform

Process

Sign in to the Azure portal with your credentials (as an admin). If you do not yet have an Azure account, you can sign up for a free account here.
You will see your tenant name in the right upper corner:
If you don’t have a tenant, you can follow this link to create your tenant.
You can now start registering your app; go to the portal and select “App registrations” (link here)
Click on “New registration”
- Give a name to your application
- Select one of the “Multitenant” application depending on your need.
- Proceed for registration
- Under your application, click right on “Manage” and then “Authentication” to configure the redirection url.
- Click on “Add a platform” and select “Web” and enter the following redirect URI: “https://chift.app/oauth2/redirect”
- Click on “Configure”.
Once this is done, we now need to configure permissions for this application. Go under “API permissions” and click on “Add a permission”.
- Select “Dynamics 365 Business Central” and search for “Financials.ReadWrite.All” as well as “user_impersonation” and “User.Read” under the “Delegated permissions”. Click on “Add permissions” to confirm your choice.
- As a last step, go to the “Certificates & secrets” tab and then “Client secrets” to add a new Client Secret.
  - Give a description to your secret and an expiration date depending on your use case.
  - Once this is confirmed, copy the value of your client secret to be able to use it in Chift. Under “Overview”, copy as well the application client id and your tenant id to be able to use it in Chift.
As final check, we need to ensure that assignment is not set to required in ‘Enterprise Application’ tab.
- Go to the ‘Enterprise Application’ tab in your portal
- Toggle off the ‘Assignement required ?’ setting - turn it to ‘No’

Test Microsoft Dynamics Business Central 365

To test the software integration, create a test account here. Another alternative is to identify a beta tester in your client base.

Connect Microsoft Dynamics Business Central 365

To activate a connexion with Microsoft Dynamics Business Central 365, users will have to go through the following steps:

French article: Help Center - Microsoft Dynamics 365 Business Central FR
English article: Help Center - Microsoft Dynamics 365 Business Central EN

See the following paragraph about the custom extension that might be needed for end-users.

Extension

Chift Extension for Dynamics 365 Business Central

Depending on your use case, a custom Chift extension may need to be installed for end users. This extension provides access to additional data not available through Business Central’s standard API. It does not modify the native behavior of Business Central, but enhances its capabilities by making more data and functionalities accessible.

Use Cases Requiring the Extension

The extension is required for the following operations:

Creating invoices
Creating journal entries
Creating financial entries
Managing bank accounts
Managing ledger accounts
Deferral codes on sales/purchases invoices (in addition to the extension, a dedicated post connection needs to be enabled on connector level to handle deferral codes)

Compatibility

Available for Business Central version 23 and above.
Supports both new and existing customers:
- Existing customers can run the extension alongside their current setup without altering existing connections.
- New customers can install the extension before or after setting up the initial connector.

Mandatory Extension Setting

The connector includes a setting in the platform to make the Chift extension mandatory for all new connections, ensuring that each new connection takes advantage of the extended capabilities provided by the extension.

Coverage