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Microsoft Dynamics 365 Business Central Integration Guide

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This guide will walk you through the process of setting up Microsoft Dynamics 365 Business Central for integration. Before you begin, please make sure you have the following prerequisites:

  • Access to install new extensions in Microsoft Dynamics 365 Business Central
  • Access to manage Entra App registrations in Azure Portal
  • Access to create new Entra Applications in Business Central

Once you have these prerequisites in place, you can proceed with the setup process outlined in this guide.

note

If you do not have these rights, please contact you Microsoft D365 Business Central partner.

Don't have a Microsoft D365 Business Central Partner? Check out our list of partners here: Partner Directory

1. Add the BeWo Extension

Begin by installing the BeWo extension from the Microsoft AppSource. You can find BeWo's BC Extension in Microsoft AppSource here.

Here’s how you can do it:

  • Navigate to the Microsoft Dynamics 365 Business Central tenant that you want to install the extension on.

  • Go to Settings ⚙️

  • Select Advanced settings

    Go to advanced settings

  • Click on Extensions

    Click on Extensions

  • Choose Manage and then Extension Marketplace

    Access the Extension Marketplace

  • Search for BeWo and click on Free trial

    Click on Extensions

  • Confirm the installation by clicking on Install

    Choose Manage Install extension

2. Setup API Access

Setting up API access is crucial for enabling BeWo to retrieve data from Microsoft Dynamics 365 Business Central. Here is how to configure the API:

In Azure Portal

  • Create a new App Registration (see guide here).

  • Give access to this organizational directory. Skip the redirect URI option as it is not used. Setup supported account type

  • Copy the Application (client) ID, as you will need it later.

  • Navigate to API permissions

    Navigate to API permissions

    • Add a permission
    • Click Business Central
    • Set the Application Permissions to app_access and API.ReadWrite.All.
    • Grant admin consent
note

Please note that the API.ReadWrite.All does not give permission to read and write in Business Central. Permission to READ in Business Central is governed by the User Permission Sets.

  • Go to Certificates and Secrets.
    • Add a new client secret
    • Get the Value of the created client secret. Copy this secret as it is needed later on.

In Microsoft Dynamics 365 Business Central

  • Navigate to the environment you want to target (Production/Sandbox).

  • Go to Microsoft Entra Applications

    Go to Microsoft Entra Applications

  • Create a new Microsoft Entra Application

    • Give the same Client ID as the Application (client) ID that was copied from the Azure Portal

    • Add a description (I.E “BeWo”)

    • Click Enable

    • Click yes when prompted that a user will be created

      note

      You will not be licensed for an additional user in Business Central

    • Add BWO-APP and D365 READ User Permission Sets by clicking the menu option on an empty permission sets line

      Add to User Permission Set

    • OPTIONAL: Restrict access to only certain companies by using the Company field in the User Permission Set.

      Restrict access to certain companies

    • Exit the “Microsoft Entra Application Card”

  • Click ? icon in top left corner

    • Click “Help & Support”

      Help & Support

    • Scroll down to the bottom

    • Copy the Microsoft Entra tenant ID and Environment name

      Copy tenant ID and Environment name

BeWo Add-ons

BeWo has specific add-ons that can be enabled to enhance the integration with Microsoft Dynamics 365 Business Central. Here are the add-ons available:

Extension NameDescription
BeWo CDC Add-onEnables compatibility with Continia Document Capture. This app is necessary to retrieve Continia documents.
BeWo CEM Add-onEnables compatibility with Continia Expense Management. This app is necessary to retrieve Continia expense management items such as employee driving compensation and employee expenses.

BeWo CDC Add-on installation

  1. Install the BeWo CDC Add-on from the marketplace
  2. Go to the Microsoft Entra Applications by using the search function.
  3. Find Microsoft Entra Application that you created earlier.
  4. Add the BWO-CDC-ADDON-API User Permission Set. Add to BWO CDC Add-on API Permission Set
  5. BeWo is now compatible with Continia Document Capture
note

If the CDC is configured to use Azure Blob Storage as document storage, collect the following information:

  • Azure Blob Storage Account Name
  • Azure Blob Storage Account Key
  • Azure Blob Storage Container Name

BeWo CEM Add-on installation

  1. Install the BeWo CEM Add-on from the marketplace
  2. Go to the Microsoft Entra Applications by using the search function.
  3. Find Microsoft Entra Application that you created earlier.
  4. Add the BWO-CEM-ADDON-API User Permission Set. Add to BWO CEM Add-on API Permission Set
  5. BeWo is now compatible with Continia Expense Management.

Information need to setup the integration with BeWo

  • By now you should have collected the following information:
    • Application Client ID (From Azure Portal)
    • App Registration Secret Value (From Azure Portal)
    • Microsoft Entra tenant ID (from Business Central)
    • Environment name (from Business Central)
    • Information about installed Add-ons and their configuration, if needed