How to Set Up the Microsoft Dynamics 365 Business Central Integration

TABLE OF CONTENTS

• How Does the Integration Work?
• Setting Up the Microsoft Dynamics 365 Business Central Integration
  • Step 1: Retrieve the API Token
  • Step 2: Collect MS Business Central Credentials
  • Step 3: Choose Connection Preferences
  • Step 4: Select the Sync Frequency
  • Step 5: Contact the Customer Success Team

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.

Setting Up the Microsoft Dynamics 365 Business Central Integration

Follow these steps to configure the integration:

Step 1: Retrieve API Token 

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 your account includes multiple companies, create a separate API key for each one. 

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.

Step 2: Collect MS Business Central Credentials

You need to gather the following MS Business Central credentials:

1. User (Account with all required permissions to authenticate the app when requesting access to data or services);
2. Password;
3. Company Name/Environment Name;
4. Dynamics_company_id (Unique identifier of the Dynamics BC company where data will be sent).

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.