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Setup in Business Central

After installing DYCE API Connector for Dataverse from AppSource, complete the following setup steps in your Business Central environment.

Marketing Setup​

To ensure proper synchronization, the Business Relation Code for Customers must be configured.

  1. Navigate to Marketing Setup
    • Use TellMe search (Alt+Q) and open Marketing Setup.
  2. Configure Business Relation Code
    • Ensure the Bus. Rel. Code for Customers field is populated.
    • This setting is required for linking contacts to customers.

Microsoft Entra Application Setup​

  1. Navigate to Microsoft Entra Applications
    • Use the search function in Business Central (Alt+Q)
    • Search for "Microsoft Entra applications"
  2. Create New Application Entry
    • Click the + New button
    • Enter the Client ID from your Entra App Registration created for Business Central
    • Add a meaningful Description (e.g., "DYCE API Connector for Dataverse Integration")
  3. Grant Consent
    • Click the consent button to authorize the application
    • Note: You must have administrative rights to grant consent.
    • You will be redirected to Microsoft's consent page
    • Sign in with your Microsoft account and approve the permissions
    • Confirm successful authentication
  4. Enable the Application
    • Change the State field from Disabled to Enabled
    • This activation creates a system user for the integration

Permissions​

Permissions stretch across Business Central and Microsoft Entra.

Business Central​

Two permission sets are included in the app:

  • DYCEACDUSER (DYCE ACD Entra User)
    This permission set can be assigned to all users working with contacts and opportunity elements and who should be able to post sales documents. Furthermore, it contains read-only permissions for some master data tables.
  • DYCEACDOPPELEMENTMGT (DYCE ACD Opp. Elements)
    This permission set has a narrowed scope compared to DYCEACDUSER. It is meant for all users who work with opportunities in general.

For more information on permission sets, see this part of the Microsoft documentation.

Microsoft Entra​

The Microsoft Entra application requires certain permission sets to access the required API pages:

  1. Navigate to the User Permission Sets
    • Open the Microsoft Entra application record
    • Access the User Permission Sets section
  2. Assign Required Permissions Add the following permission sets:
    • DYCE ACD Entra User (ID: 72077780)
      • Allows access to all API Connector for Dataverse specific API pages
      • Includes permissions for opportunity elements, contacts and sales data
      • Includes automatically: D365 SALES, D365 OPPORTUNITY MGT, and logging permissions D365 BASIC
      • Enables standard access to Business Central basic functions
      • Required for basic system operations

These permission sets ensure that the integration can read and write data through the API pages while maintaining security boundaries.