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ConnectBooster & Microsoft Dynamics Business Central Setup

Overview

Use this guide for configuring ConnectBooster to synchronize with Dynamics 365 Business Central. This guide includes step-by-step instructions for installing the required Extension. After connection is established, be certain to set your organization's preferred reconciliation behavior.

Preparation

To help ensure smooth integration, the below should be verified before starting.

• Means to coordinate with your IT Admin, or whomever manages your Azure Active Directory.
• Logged in to Business Central with Full Admin access.
  • You have means to "Grant Consent" for a new Azure Active Directory Application Card.
• Admin level access to your ConnectBooster Portal account.

Extension Installation. 

Navigate to our listing on Microsoft AppSource

Select the "Get it now" button.

Confirm the proper username appears and confirm you wish to get the extension.

Select the BC Company instance in which to have the extension installed.

After you confirm you wish to proceed with the install, you should receive a confirmation that the installation is in progress.

To check progress, or confirm installation has succeed, you may look in BC under the Installed Extensions screen, using Manage+Deployment Status.

Configure Reconciliation Preferences

Now  your organization needs to make a few setup decisions with how you want the integration to operate.

Navigate to the ConnectBooster setup within Business Central.

ConnectBooster Setup:

General

• Reconciliation Preference
  • Defines whether cash receipts are individually recorded to the bank deposit ledger, or if they are recorded as batch totals for credit card and ACH activity for each day.
• Journal Template Name
  • Select the Journal Template your organization uses when creating Cash Receipt records.

Your Options:

1. Singular Payment Posting (more granular, harder to reconcile)

2. Daily Batch - Split by Payment Method Type (easier to reconcile)

Option 1 Fields and Functions

Payment Batch

•  Payment Batch Name
  • Create and select a payment batch template which will be used for both Credit Card and Bank based ConnectBooster payments
  • NOTE: This template must include the bank account to which you would like cash receipts recorded, as the Balancing Account No.

Payment Methods

• Credit Card Payment
  • Select existing record or create a new code.
  • Used on the Cash Receipt to record the organization's method of payment when executed using a credit card
  • NO Balancing account is necessary for this entry.
• Bank Account Payment 
  • Select existing record or create a new code
  • Used on the Cash Receipt to record the organization's method of payment when executed using a bank account
  • NO Balancing account is necessary for this entry.

Option 2 Fields and Functions

Payment Batch

•  Credit Card Payment Batch Name
  • Create and select a payment batch template which will be used for Credit Card based ConnectBooster payments
  • This template should NOT include a Balancing Account number.
• Bank Account Payment Batch Name
  • Create and select a payment batch template which will be used for Bank based ConnectBooster payments
  • This template should NOT include a Balancing Account number.

Payment Methods

• Credit Card Payment 
  • Select existing record or create a new code.
  • Used on the Cash Receipt to record the organization's method of payment when executed using a credit card
  • NO Balancing account is necessary for this entry.
• Bank Account Payment 
  • Select existing record or create a new code
  • Used on the Cash Receipt to record the organization's method of payment when executed using a bank account
  • NO Balancing account is necessary for this entry.

Daily Batch Payment

• Account Type 
  • Type of account where the lump sum deposit journal line will post. Most typically a Bank Account type   
• Account No.
  • Account number where the lump sum deposit journal line will post.  
• Credit Card End-of-Business Day 
  • Set the hour to finalize the point in which payments after this point count as the next day's batch. Latest suggested cut-off time is 8:00 pm EST. 
• Bank Account End-of-Business Day 
  • Set the hour to finalize the point in which payments after this point count as the next day's batch. Latest suggested cut-off time is 6:00 pm EST. 

Note: When using Option #2, after configuring your preferences as described above, you will need to set the Daily Batch Job Status to "Ready".

Do this under Actions + Functions.

Azure App Registration - Authorization

In order for ConnectBooster to establish connection with Business Central, via the latest OAuth standard, your IT Administrator will need to create a new "App Registration" in Azure Active Directory. 

Once the values/credentials are generated in your Azure environment, they must be subsequently entered in both Business Central and your ConnectBooster portal (under Settings + Integrations).

1.  Create a new “App registration” in Azure Active Directory.

You may use this Redirect URL: https://businesscentral.dynamics.com/OAuthLanding.htm

Document the values:

• Application (client) ID
• Directory (tenant) ID

2. Add Dynamics 365 Business Central permissions

3. Create a new client secret

• Certificates & Secret Value

Azure Active Directory Application Card

Next, these values need to entered within Dynamics 365 Business Central.

1.  Use the global search for "Azure Active Directory Applications"

2.  Add a New Card in order to "Grant Consent"

ConnectBooster Communication Setup

You are now ready to undertake the final steps which will allow your Business Central instance to communicate with your new ConnectBooster portal.

You will need to retrieve two new values from BC, as well as make sure you have the Client, Tenant, and Secret ID values generated at the beginning of this guide at hand.

Company ID and Endpoint URL

To find your company's OData V4 URL Endpoint:

Search for the Web Services Lists

Select any URL with the format https://api.businesscentral.dynamics.com/v2.0/

Copy the URL to clipboard up to /ODataV4.

Retrieve and document the Company ID

Within the ODataV4 URL, copy the Company ID (between the single quotes) to your clipboard separately.

At this point, you'll need to enter the previously documented values within your ConnectBooster portal.

• Navigate to Settings + Configuration + Integrations.
• Select the Business Central Integration Card.

Enter the credentials:

Save the integration card, and validate via "Test Connection".

Once you see the successful test confirmation appear on screen, the integration should be connected!

A sync will begin within the hour, otherwise you may immediately initialize via "Sync Now".

If you encounter issues, please don't hesitate to Contact Support.