---
title: How to Set Up the Microsoft Dynamics 365 Business Central Integration
description: Set up the Microsoft Dynamics 365 Business Central integration in Precoro to free up your AP teams and automate the purchase-to-pay cycles.
---
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# How to Set Up the Microsoft Dynamics 365 Business Central Integration
## Learn how to configure the Microsoft Dynamics 365 Business Central integration in Precoro to cut manual entry, speed up invoice processing, and keep supplier and payment data in sync.
#### TABLE OF CONTENTS
- [How Does the Integration Work?](https://help.precoro.com/how-to-set-up-the-microsoft-dynamics-365-business-central-integration#overview)
- [Connecting Multiple Business Central Companies](https://help.precoro.com/how-to-set-up-the-microsoft-dynamics-365-business-central-integration#multiple-business-central-companies)
- [Setting Up the Microsoft Dynamics 365 Business Central Integration](https://help.precoro.com/how-to-set-up-the-microsoft-dynamics-365-business-central-integration#configuration)
- [Step 1: Retrieve the API Token](https://help.precoro.com/how-to-set-up-the-microsoft-dynamics-365-business-central-integration#step-1)
- [Step 2: Collect MS Business Central Credentials](https://help.precoro.com/how-to-set-up-the-microsoft-dynamics-365-business-central-integration#step-2)
- [Step 3: Choose Connection Preferences](https://help.precoro.com/how-to-set-up-the-microsoft-dynamics-365-business-central-integration#step-3)
- [Step 4: Select the Sync Frequency](https://help.precoro.com/how-to-set-up-the-microsoft-dynamics-365-business-central-integration#step-4)
- [Step 5: Contact the Customer Success Team](https://help.precoro.com/how-to-set-up-the-microsoft-dynamics-365-business-central-integration#step-5)
- [FAQs](https://help.precoro.com/how-to-set-up-the-microsoft-dynamics-365-business-central-integration#faq)
### How Does the Integration Work?
The Precoro and Microsoft Dynamics 365 Business Central integration enables a bidirectional data flow to keep your procurement, invoicing, and vendor information in sync—without tedious manual updates.
Here’s how the integration works:
1. Request items and approve invoices in Precoro.
2. Once approved, the invoice is automatically sent to MS Dynamics 365 Business Central.
3. After you make a payment in MS Business Central, the payment status syncs back to Precoro.
If you add or update suppliers and items, the changes are automatically synced between systems in both directions. You can import GL accounts from Business Central to Precoro as well.
[](https://help.precoro.com/hubfs/Sync-Jul-02-2025-08-39-53-4915-AM.png?hsLang=en)
### Connecting Multiple Business Central Companies
If your organization keeps a separate MS Business Central company for each country, brand, or legal entity, you can connect all of them to one Precoro company organized by Legal Entities.
Each Legal Entity in Precoro links to its matching MS Business Central company, and Precoro uses that link to send and receive data in the right place.
**✍️ Note:** To connect multiple MS Business Central companies, contact the Customer Success team to enable this setup.
Make sure your Legal Entities are set up in Precoro. See [How to Create and Use a Legal Entity](https://help.precoro.com/how-to-create-a-legal-entity-and-use-it?hsLang=en).
Here's how each data type syncs when you connect several companies:
| **Data** | **How it works with multiple companies** |
| --- | --- |
| Invoices | Each invoice goes only to the MS Business Central company linked to its Legal Entity. Invoices for the same supplier can go to different companies, depending on each invoice's Legal Entity. |
| Suppliers | A supplier you create in Precoro syncs to every MS Business Central company linked to its Legal Entity. A supplier with the same name and currency in several MS Business Central companies appears as one supplier in Precoro. |
| Custom field for items or documents | Precoro imports options from each connected company. Options with the same name and code appear as one option in Precoro. |
| Payments | Payment statuses sync back from each MS Business Central company to the matching invoice in Precoro. |
Setting Up the Microsoft Dynamics 365 Business Central Integration
**✍️ Note:** This integration is a paid add-on, available for purchase if you have the Automation or Enterprise package. For pricing details, please contact your Customer Success Manager.
Follow these steps to configure the integration:
#### Step 1: Retrieve API Token
**✍️ Note:** You can view and copy the API key only once during the generation. Make sure to save the key securely, as you won’t be able to view it again in Precoro.
API access is restricted based on user roles and permissions for locations, departments, and projects. To avoid synchronization issues, we strongly recommend generating the API key using a user account with full system access and no restrictions (by role, group, location, custom fields for documents, etc.).
If you connect multiple MS Business Central companies to one Precoro company with legal entities, one API key covers all of them.
To create an API token:
1. In Precoro, go to **Configuration → Integrations.**
2. Locate the **API Key** section → click **Go to Page.**
3. On the API Access Keys page, click the **Generate API Key** button.
4. Copy the generated key and save it securely for future use.
5. Click **Confirm** to complete the process.
Learn more about [Using API in Precoro](https://help.precoro.com/using-api-in-precoro?hsLang=en).
#### Step 2: Collect MS Business Central Credentials
You need to gather the following MS Business Central credentials:
| **Field Name** | **Description** |
| --- | --- |
| User | A user with all the required permissions (listed below). This account is used to authenticate the app when requesting access to data or services. |
| Password | User Password |
| Company (Environment Name) | Company Name / Environment Name |
| dynamics\_company\_id | Unique identifier (ID) of the Dynamics BC company you want to sync data with. |
In the following table, you’ll find the permissions the **User** needs for successful integration. We’ve provided the required access levels for each object; if possible, it’s preferable to grant **Admin**-level access to these objects.
| **Object** | **Permissions** |
| --- | --- |
| companies | read |
| company\_information | read |
| purchase invoices | read and write |
| purchase credit memo | read and write |
| vendors | read and write |
| currencies | read |
| gl accounts | read |
| dimensions | read |
| tax-related settings and lists | read (including Business/VAT/Item Posting Setup/Group) |
| items | read |
| web services | read and write |
| installed extensions | read |
If you connect multiple MS Business Central companies, collect the **Company (Environment Name)** and **dynamics\_company\_id** for each company, and note which Precoro Legal Entity each one corresponds to. You'll share this list with the Customer Success team.
#### Step 3: Choose Connection Preferences
Decide on how your integration should work:
- Invoices: Sync approved invoices from Precoro to MS Business Central.
- Suppliers and items: Maintain two-way syncing of supplier and item information between both platforms.
- Payments: Update payment statuses automatically in Precoro from MS Business Central.
- GL accounts: Sync GL data from MS Business Central to Precoro for accurate expense categorization and financial reporting.
#### Step 4: Select the Sync Frequency
The minimum sync frequency is set to every 30 minutes to prevent system overload.
Precoro may adjust your selected schedule if needed to maintain overall system efficiency and data accuracy.
We recommend the following sync schedule:
- For export operations (Precoro → MS Business Central): Every 30 minutes
- For import operations (MS Business Central → Precoro): Every 60 minutes
#### Step 5: Contact the Customer Success Team
Once you have the setup details ready, contact Precoro’s Customer Success team. They will help configure the integration based on your preferences.
### FAQs
**How do I see if my documents have been sent to integration?**
See [this article](https://help.precoro.com/track-documents-sent-to-integrations?hsLang=en) to learn more about the integration process and associated statuses.
**Why does the same supplier appear more than once in Precoro after I connect multiple MS Business Central companies?**
With multiple companies connected, Precoro matches suppliers from MS Business Central by name and currency. If a supplier has the same name in two companies but a different currency in each, Precoro treats them as two separate suppliers.
**Can I edit or delete custom field options imported from MS Business Central?**
You can't edit options that are already integrated. Deleting an option in either system doesn't sync to the other one, which leaves the two systems with different option lists. Avoid deleting integrated options in Precoro or MS Business Central.
**If I connect multiple MS Business Central companies, can I change the Legal Entity dependency on imported custom field options?**
No. With multiple companies connected, Precoro sets the Legal Entity dependency automatically when it imports options from MS Business Central, and manual changes aren't supported. For how dependencies work in general, see [How to Set Up Dependencies for Custom Fields](https://help.precoro.com/how-to-set-up-dependencies-for-custom-fields?hsLang=en).
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