TABLE OF CONTENTS
- How Does the Integration Work?
- Connecting Multiple Business Central Companies
- Setting Up the Microsoft Dynamics 365 Business Central Integration
- FAQs
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:
- Request items and approve invoices in Precoro.
- Once approved, the invoice is automatically sent to MS Dynamics 365 Business Central.
- 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.
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.
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:
- In Precoro, go to Configuration → Integrations.
- Locate the API Key section → click Go to Page.
- On the API Access Keys page, click the Generate API Key button.
- Copy the generated key and save it securely for future use.
- 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:
| 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 |
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