Microsoft Dynamics Business Central Setup Guide

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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

If you have not already done so, the ConnectBooster Extension must be manually downloaded and  installed. 

*You may skip this section and move to the Authorization steps, if you are already up-to-date with the latest extension .app file.

Navigate to Setup & Extensions -> Extensions


Navigate to Manage -> "Upload Extension"


DOWNLOAD the ConnectBooster .app file:


Upload And Deploy the Extension

1. Select the newly downloaded ConnectBooster .APP file.

2. Select current  version for deployment.

3. Accept the extension Disclaimer

4. Deploy



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"


  • Enter the previously documented Client ID
    • Set the description to ConnectBooster
  • Enroll User Groups permission & User Permission Set as pictured.
    • User Groups --> add D365 FULL ACCESS
      • **Note: If you intend to have multiple companies housed on a common BC tenant use this application card, leave the "Company Name" section blank when assigning the User Group permission.
    • User Permission Sets --> add ConnectBooster


WARNING: Using Permission Sets with less than admin type credentials may cause failure points with the integration. ConnectBooster has been tested with Full administrator rights.



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/.

Note: If you right click and "copy link", the URL does NOT copy to clipboard as displayed. You need to click the URL, and copy directly from the browser URL bar.

Retrieve and document the Company ID

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


ConnectBooster Setup

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.

Note: if this integration does not exist for you, please contact [email protected] to have this added to your portal.


Enter the credentials:

  1. Application (client) ID
  2. Client Secret
  3. Azure Active Directory (tenant) ID
  4. OData V4 End Point URL
  5. Your Company ID

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

Once you see the successful confirmation toast, the integration should be connected!

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

Configure Reconciliation Preferences

Now that your connection is established, your organization needs to make a few setup decisions how you want the integration to operate.

Navigate to the ConnectBooster setup within Business Central.

ConnectBooster Setup:

The first decision surrounds how payments are recorded and posted back into Business Central

In this context, a payment is defined as transactions done with Payment Method types Credit Card, or E-Check (ACH).

Your Options:

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

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

3. Daily Batch - Both Payment Method Types lumped together -- *NOT RECOMMENED*


The reconciliation method you choose will immediately change which settings are required.

General

  • Setup ConnectBooster
    • Leave this to ON
  • Journal Template Name
    • Name of the Journal Template

Payment Batch

  • Credit Card Payment Batch Name
    • Set the name of the journal batch for CC payments
  • Bank Account Payment Batch Name
    • Set the name of the journal batch for ACH payments

Payment Methods

  • Credit Card 
    • Select existing record or create a new code
  • Bank Account 
    • Select existing record or create a new code

Daily Batch Payment

  • 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.
  • Account Type
    • Type of account where the lump sum deposit journal line will post to
  • Account No
    • Account number where the lump sum deposit journal line will post to

Note: after configuring Option #2 or #3, you will need to set the Daily Batch Job Status to "Ready".

Do this under Actions + Functions.


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