MS Dynamics Business Central accounting system

The Smartbooqing app is currently in the development and publishing stage. Integration with Microsoft Dynamics Business Central needs to be done manually. The steps for onboarding and integration are described below. 

Integrate Smartbooqing –

• Login to Smartbooqing.com  

• Click on Organization Settings 

• Click on Connections 

• Click on Dynamics Business Central 

• Click on Import Administrations 

• Click on new connection 

Enter the following details:

• Connection name (Preferred name) 
• Tenant ID 
• Environment (will always be Production)

How to find Tenant ID?

Tenant ID is required for the integration URL.

Once the details are filled –

• Click Connect.

• Microsoft will show a consent screen asking you to grant permissions to Smartbooqing. Make sure you have Admin right to grant permissions. 

• Grant Consent.
• Click Accept to authorize the application.

• After successful consent and authorization, you will be redirected to the Smartbooqing portal. 

• Successful redirection back to Smartbooqing confirms that the app is verified and permissions are correctly set, user will get redirected to Import list page automatically.

• Click Import.

• An import successful screen will be displayed.

If the connection is not successful, the user will get an error. Please click on the guide to follow the suggested steps on the screen for successful connection.  

Provide permission for App in Business Central: 

• Go to Business Central Portal, click on search button and type ENTRA
• Create a new application using Client ID: 1ccf77ea-803c-49a0-ad00-108b63fc2d87
  
• Assign Permissions: SUPER (Data) & D365 Basic
  

Provide web service permission: 

To enable Smartbooqing to interact with Microsoft Dynamics Business Central, specific entities must be exposed as web services. 

How to Add Web Service Permission for a Specific Entity: 

1. Navigate to Business Central → Web Services
2. Click on + New to add a new web service row.
3. In the Object Type column, select Page or Query (based on the entity). 
4. In the Object ID column, enter the respective ID (see table below). 
5. In the Service Name column, provide a logical name (as suggested below). 
6. Ensure “Published” is checked for each entry. 

Entities to Be Exposed: 

Current Integration Limitations 

1.Missing Header Amounts 

Fields like Doc. Amount Incl. VAT and Doc. Amount VAT are not auto populated when exporting purchase or credit invoices from Smartbooqing. 

Steps to Address:

• Log in to Business Central. 

• Navigate to Purchasing > Purchase Invoices. 

• Locate and open the relevant exported invoice. 

• Scroll to the Invoice Header section. 

• Manually enter the missing values:
  Doc. Amount Incl. VAT
  Doc. Amount VAT 

• Save the invoice.

2.Customer/ Vendor Posting Group Missing: 

To enable seamless invoice export for newly onboarded customers or vendors, it is imperative to ensure that specific financial posting parameters are accurately configured within Microsoft Dynamics and aligned with Smartbooqing. 

The critical parameters that must be consistently defined and mapped include: 

• Vendor Posting Group 

• VAT Bus. Posting Group 

• Gen Bus. Posting Group 

These posting group values must be provided to the support team during the setup of a new administration. They are defined within Microsoft Dynamics (navigation paths provided below) and must correspond precisely with the configurations in the Smartbooqing database. Any mismatch can result in failed invoice exports or data synchronization issues. 

Steps to Address (Vendor): 

• Go to Purchasing > Vendors. 

• Select the vendor from the list. 

• In the vendor card, locate the Posting Details section. 

• Fill in the Vendor Posting Group. 
• Save the changes.

Steps to Address (Customer):

• Go to Sales > Customers. 
• Select the customer from the list. 
• In the customer card, locate the Posting Details section. 
• Fill in the Customer Posting Group. 
• Save the changes.

3.Customer Bank Details Not Exported:

Customer bank account information is not exported from Smartbooqing to Business Central. 

Steps to Address: 

• Go to Sales > Customers. 

• Select the customer from the list. 

• Open the customer card and scroll to the Payment section. 

• Enter the missing Bank Account details. 

• Save the record.