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.
Connect Moss to MS Dynamics 365 Business Central
1. In order to connect Moss to MS Dynamics 365 Business Central (MS BC), please navigate to "Settings" > "Accounting" > "Accounting Integration".
2. Then click on "Connect to Accounting System"
3. The list of supported accounting/ERP softwares will appear, select "MS Dynamics 365 Business Central" and click "Continue"
4. Confirm you have the relevant permissions and continue
5. Follow the standard Microsoft login procedure to select the relevant account and login to MS BC.
6. Accept the permission request
7. Once the login procedure is over, you will be navigated to the MS BC setup page.
Continue the setup flow by selecting your entity
8. Then click on “Sync & Continue”. By continuing from here, we will automatically sync all your chart of accounts, supplier accounts and VAT scenarios / VAT codes from Business Central.
9. Now select the "Moss Balance" Account you have created in MSBC (this should be a separate bank account created in Business Central to reflect the Moss account balance).
Note: If you have not yet created an account, you can skip here and add the account in the general setup later.
10. Please select a default vendor account for all card transactions or enable supplier accounting (which allows you to set a vendor account separately for each transaction).
11. Now select the cost dimensions you want to map as cost center and cost carrier in Moss and continue
12. Now you can check the general setup again and click through the chart of accounts, supplier accounts, VAT codes and cost dimensions that have been synced in from Business Central. After that, the setup is complete.