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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.

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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
Activation Process
  1. 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.
  2. You will see your tenant name in the right upper corner:
  3. If you don’t have a tenant, you can follow this link to create your tenant.
  4. You can now start registering your app; go to the portal and select “App registrations” (link here)
  5. 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, right-click 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”.
  6. 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.
  7. 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 ‘Assignment required?’ setting - turn it to ‘No’

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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.

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Connect Microsoft Dynamics Business Central 365

To activate a connection with Microsoft Dynamics Business Central 365, users will have to go through the following steps: See the following paragraph about the custom extension that might be needed for end-users.

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Extension

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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.

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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)

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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.

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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.

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Coverage

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Technical limitations & specificities

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Post matching with financial entries

Matching after creating a financial entry only works if the matching is done immediately after creation, while the batch is still unposted. Once the batch is posted, matching is no longer possible through the standard flow. As an alternative, you can use the automated_matching_number field directly on the financial entry endpoint when creating the entry — no separate matching call is then required.

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Specificities

Depending on the vendor/customer payment configuration, invoice can go directly to paid when posted skipping the open/posted status. Explanation: https://www.encorebusiness.com/blog/payment-methods-automatic-payment-in-dynamics-365-business-central/
Invoice status correspondence
ChiftDynamics
DraftDraft
PostedOpen
PaidPaid

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Troubleshooting

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Specific errors for Business Central:

Error CodeError descriptionResolution
ERROR_CONNECTOR_OUTDATED_EXTENSIONThe extension is installed but the endpoint or the provided body/params requires the extension to be updated.Update the extension through Business Central’s interface.
ERROR_ACCOUNT_NUMBER_CONFIGURATIONLedger accounts need the “Gen. Prod. Posting Group” configured to be used in accounting documents.Configure the “Gen. Prod. Posting Group” on the ledger account in Business Central.
ERROR_ACCOUNT_NUMBER_NOT_GOOD_SCOPESummary ledger accounts cannot be used in bookings/invoices in Business Central.Use a detail (non-summary) ledger account.
ERROR_BUSINESSCENTRAL_NOSERIES_CONSUMEDThe No. Series has been fully consumed and needs to be extended.Update the No. Series settings in Business Central to extend the allowed range.
ERROR_CONNECTOR_CONFIGURATIONA deferral template must be set up to use deferral codes (start_date and end_date) in invoices.Set up a deferral template in Business Central.
ERROR_CONNECTOR_MISSING_EXTENSIONThe Business Central Chift extension is required but not installed or outdated.Install or update the Chift extension for Business Central.
ERROR_INVALID_BODYAt least one input field of the body is invalid.Verify the provided fields and values are correct for Business Central.
ERROR_MULTIPLE_VAT_REGIMES_USEDYou can only use VAT codes from the same VAT posting group in Business Central.Ensure all VAT codes in the request belong to the same VAT posting group.
ERROR_TAX_CODE_NOT_CONFIGUREDThe VAT ledger accounts (payable/deductible) must be set up correctly in Business Central.Configure the VAT payable and deductible ledger accounts on the tax code.
ERROR_NO_GL_ACCOUNT_CODE_FOUNDCannot determine the ledger account number for the new bank account because no existing bank accounts exist for reference.Create an initial bank account manually in Business Central first.