Dynamics 365 Business Central

There are three main steps to configuring the connection - you may need help from an IT admin to complete the first step.

1. Create credentials in Azure AD (an 'app')
2. Configure Business Central to accept a connection from Trelica
3. Connect Trelica to Business Central

Create a new app in Azure AD

This also involves multiple steps:

1. Register the basic app details
2. Assign API permissions
3. Create credentials

Register the app

1. Login to Azure and find App registrations:
2. Click New registration.
3. Enter a name (e.g. Business Central)
4. Choose Accounts in this organizational directory only (Single tenant)
5. Enter a Redirect URI:
   • Choose Web
   • Enter https://businesscentral.dynamics.com/OAuthLanding.htm
     
6. Click Register

Configuring API permissions

1. On the API permissions tab, click Add a permission
2. Under the Microsoft APIs tab choose Dynamics 365 Business Central
3. Choose Application permissions and then under API tick API.ReadWrite.All
4. Click Add permissions
5. Finally, click Grant admin consent:

Create a new secret

1. Go to Certificates & secrets
2. Click New client secret
3. Give the secret a name (e.g. Trelica) and chose the Expiry duration that you are comfortable with (we recommend 12 or 24 months).
4. Click Add

Collecting the IDs you need

You need three IDs which you can copy from Azure:

1. From the Certificates & secrets tab copy the Client Secret Value (not the Secret ID)

   The Client secret value will only be available for you to copy for a short period of time. If you are unable to view or copy it, then just create new one.

2. From the Overview tab copy the Application (client ID) and the Directory (tenant) ID

Configure Business Central

1. Search for AAD and click Azure Active Directory Applications:
2. Click New:
3. Paste the Application (client ID) from Azure AD into the Client ID field:
4. Enter Trelica as the Description and then set the State to Enabled
5. Ensure that the D365 BASIC ISV user group is assigned:
6. Click Grant Consent:
7. A popup will appear (you may need to allow popups in your browser). Click Accept:
8. In the main Dynamics browser window, you will see a message confirming that Consent was given:

Connect Trelica to Business Central

1. In Trelica, go to Admin > Integrations > Business Central
2. Click Connect and enter the IDs that you gathered earlier:
3. Click Connect again.
4. Select the expense categories you want to import from, and click Import: