Disclaimer.
Before proceeding with the connection please make sure you have
In Azure AD:
Dynamics 365 administrator roleIn Business Central:
Extension Management - Admin or Super permissions
It's also recommended to create a separate account for this integration that will not be linked to a particular employee.
In order to connect Moss to MS Dynamics 365 Business Central (MS BC), please navigate to "Accounting" section on a left menu from the main screen.
then click "Connect to Accounting System" button
The list of supported accounting/ERP softwares will appear, select "Business Central" and click "Continue"
Confirm that you want to connect to "Business Central"
and follow the standard Microsoft login procedure to select relevant account and login to MS BC
and accept permission request
Once the login procedure is over, you will be navigated to the MS BC setup page.
First you need to select an MS BC entity from a drop-down list you want Moss to connect to
then click "Sync now" to get Accounts, Suppliers, VAT rates and Dimensions lists
choose Moss Balance Account (the one to be used to reflect all spend via Moss) and Purchase journal.
Optionally you may choose up to 2 dimensions to be used for transactions/invoices attribution (Departments and Areas in this example)
If you've chosen dimensions, then we need to synchronise values in these dimensions between MS BC and Moss. Please navigate to Cost Centers and then to Cost Carriers tabs and press "Sync now" on each of them
Synchronisation is complete now and we may go to the pre-accounting overview.