Dynamics 365 Business Central
General Information
Website: microsoft.com
Software type: Solution as a Software (Saas)
Geography: đ Worldwide
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 donât 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 âApp registrationsâ (link here)
- Click on âNew registrationâ
- Give a name to your application
- Select one of the âMultitenantâ application depending on your need.
- Proceed for registration
- Under your application, click right on âManageâ and then âAuthenticationâ to configure the redirection url.
- Click on âAdd a platformâ and select âWebâ and enter the following redirect URI: âhttps://chift.app/oauth2/redirectâ
- Click on âConfigureâ.
- Once this is done, we now need to configure permissions for this application. Go under âAPI permissionsâ and click on âAdd a permissionâ.
- Select âDynamics 365 Business Centralâ and search for âFinancials.ReadWrite.Allâ as well as âuser_impersonationâ and âUser.Readâ under the âDelegated permissionsâ. Click on âAdd permissionsâ to confirm your choice.
- As a last step, go to the âCertificates & secretsâ tab and then âClient secretsâ 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 âOverviewâ, copy as well the application client id and your tenant id to be able to use it in Chift.
- Select âDynamics 365 Business Centralâ and search for âFinancials.ReadWrite.Allâ as well as âuser_impersonationâ and âUser.Readâ under the âDelegated permissionsâ. Click on âAdd permissionsâ to confirm your choice.
- As final check, we need to ensure that assignment is not set to required in âEnterprise Applicationâ tab.
- Go to the âEnterprise Applicationâ tab in your portal
- Toggle off the âAssignement required ?â setting - turn it to âNoâ
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
Dynamics 365 Business Central coverage
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 correspondance
Chift | Dynamics |
---|---|
Draft | Draft |
Posted | Open |
Paid | Paid |