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Setting up DYCE Connect

The DYCE Connect Platform provides the features Time Tracking and Project & Resource Planning. Both areas also have their own setups (see Time Tracking and Project & Resource Planning).

Synchronization status​

The Synchronization page shows the status of the synchronization and the related company in Business Central. The traffic light shows the status at a glance.

  • Green means that everything is working as desired.
  • Blue is displayed if a heartbeat has been missed.
  • If the traffic light is yellow, there is at least one data record that could not be processed.
  • If the traffic light shows red, synchronization cannot be achieved.

Unprocessed and unsent data can be opened directly. The creation of companies and the setup of synchronization are explained in detail in this section of the documentation.

Feature Management​

Administrators can enable or disable Time Tracking and Project & Resource Planning on the Feature Management page in the Administration area.

The selected features directly influence the available application areas and the billing. They act as a master switch that controls both user access and usage-based charges. When a feature is disabled, no billing occurs for that feature, and users cannot access the corresponding functionality.

Each feature displays current usage details:

Enabling a Feature​

To enable a feature, toggle the switch to On. A confirmation dialog will appear:

  • Users with appropriate roles will gain access to the functionality
  • Usage-based billing will apply
  • The terms of use must be accepted
tip
  • Features can be tested without charges in sandbox environments.
  • After enabling a feature, users still need to be assigned the corresponding roles to grant them access to the new functionality.

Disabling a Feature​

When disabling a feature:

  • All users immediately lose access to the functionality
  • User permissions for the feature are removed
  • Existing data is preserved but cannot be modified while disabled
  • Work orders remain editable if either Time Tracking or Project & Resource Planning is enabled
24-Hour Waiting Period

Features can only be disabled after 24 hours have passed since they were last enabled. If disabling is attempted earlier, a message indicates when it becomes available.

Setup valid for all users​

These settings apply to all users in the company. Based on the settings, additional fields are displayed to all users in lookups or the selection in lookups is limited. The setup can be accessed in the Settings page in the Administration area.

Work Orders​

Enable Work Orders​

Determines whether work orders are enabled in the application.

With this toggle, Work Orders can be activated and deactivated in the entire application. If work orders are not used, this switch should be deactivated in order to keep the user interface as clear as possible.

Enable Exchange Online Integration​

Show events from Exchange Online in the work order planning calendar.

To avoid conflicts in resource planning, the planning calendar of DYCE Project & Resource Planning can display appointments from the Exchange online calendars of users. This allows planners to take into account existing appointments when scheduling work orders.

To allow DYCE Connect read access to users' Exchange online calendars, the Microsoft Entra administrator must first grant the necessary permissions by clicking on Allow read access. This will open the Microsoft Entra consent dialog and request the additional application permission Calendars.Read.

Restricting access to individual mailboxes

The mailboxes that are accessible to DYCE Connect can be controlled by the administrator. Role Based Access Control for Applications in Exchange Online provides more information on this topic.

After enabling the integration and giving consent, a basic test can be performed by clicking on the Test integration button. If the test is successful, a green checkmark and a message similar to "Successfully tested on 17. Sept. 2025, 13:00 CEST" will be displayed. If the test fails, a red cross and an error message will be displayed.

Privacy note

We treat appointments as sensitive information. DYCE Connect therefore does not store any appointment data permanently. The appointments are only retrieved from Exchange online and displayed in the planning calendar while users are working with the calendar. We request appointments for the displayed resources only. Appointments marked as private are displayed as such.

Tasks​

The Assigned Tasks field offers three options: None, Optional, and Mandatory.

  • None
    The Tasks page will not be displayed in the sidebar. The user cannot filter by assigned tasks in the time recording lookups.
  • Optional
    The Tasks are displayed in the sidebar. In the time recording lookups, it is possible to filter by assigned tasks. The filter can be activated and deactivated using the Tasks icon in the time recording lookup. This allows the users to limit their selection in the time recording and optionally select from the entire list.
  • Mandatory
    All lookups in the time recording will be filtered to the assigned tasks. The filter cannot be deselected. This ensures that the users can only create time recordings for tasks that have been assigned to them. The Tasks are displayed in the sidebar.

Project tasks​

The Project Task No. toggle specifies whether the Project Task numbers are displayed in the lookup.

By default, Project Task No. is deactivated. If a project is entered in the time tracking mask, the entries in the Project Task lookup are sorted by the description of the Project Tasks. If no project is entered, the entries in the Project Task lookup are sorted by Project No. and description.

If Project Task No. is activated, the display and sorting in the Project Task lookup changes. The Project Task No. is displayed in the first position in the lookup. The entries in the Project Task lookup are sorted by Project Task number. The number is not a number but a so-called code field in Business Central. In addition to numbers, letters and special characters can be entered in the field. Accordingly, a Project Task with the number 1000 is shown above a Project Task with the number 200. Project Tasks with a letter at the beginning are always placed at the end.

Time recordings​

The Activity expected toggle controls whether Time Recordings without activities are flagged as incomplete.

For a Time Recording to be considered complete, all mandatory fields must be filled in. By default, Activity is not a mandatory field. If Activity expected is activated, new Time Recordings without Activity are displayed as incomplete.
Time Recordings without activity can still be released in Business Central. When an incomplete Time Recording is released in Business Central, it is marked as complete, regardless of whether the Activity is filled or not.

Important

The change is only applied to newly created Time Recordings. The change of Activity expected is not applied to existing Time Recordings.

Attendances​

Display Attendances
Determines whether the page Attendance is displayed in DYCE Time Tracking.

If attendances are not used, this switch should be deactivated in order to keep the user interface as clear as possible.

Absences​

The three toggles Create Absences, Edit Absences and Delete Absences define which actions users can perform on absences.

  • Create absences
    Determines whether users are allowed to create absences in Time Tracking or not.
  • Edit absences
    Determines whether users are allowed to edit absences in Time Tracking or not.
  • Delete absences
    Determines whether users are allowed to delete absences in Time Tracking or not.

These toggles are relevant if DYCE Time Tracking is connected to a third-party (HR) system. If absences are maintained outside DYCE and all three switches are deactivated, Absences are only displayed on the corresponding page in DYCE Time Tracking, but are taken into account when calculating resource availability in DYCE Project & Resource Planning.

Authentication​

There are two ways to authenticate with DYCE Connect: with a regular user from the Microsoft Entra ID or with a client for service-to-service authentication.

User​

The user who sets up a new company in DYCE Time Tracking is automatically assigned the Admin role. All other users must be created manually for each company in DYCE Connect.
Users are created in the Administration area on the Users page. New users are added from Microsoft Entra ID via the large PLUS button.
Assign the corresponding roles to give users access to each area.

Login​

The user logs in once per browser and device; the login is remembered for the next visit. If the user has access to only one area (Admin, Time Tracking), that area opens directly; with access to several areas, the user selects one.
Logging in uses the last used company and environment, stored in local storage under the keys company and instance. If the stored environment no longer exists, for example because it was removed from local storage, the user must log in again.

Guest login for external tenants​

A B2B guest user, invited into a DYCE customer's Microsoft Entra ID tenant from another organization, can sign in against that specific tenant by adding a ?tenant= parameter to the app URL. The value is the tenant's directory id (a GUID) or a verified domain, for example:

https://app.dyce.cloud/?tenant=customer.onmicrosoft.com

Sign-in then uses that tenant for the whole browser session, including later automatic token renewals. The parameter is only needed when signing in to a tenant other than the user's own (home) tenant, as is the case for a guest. Users signing in to their home tenant do not need it; without the parameter the standard multi-tenant sign-in applies, and a missing or invalid value is ignored.

Clients​

Creating a client requires the Admin role. Open the Administration section and navigate to the Clients page, where clients can be created or edited. Select the PLUS button to add a client. Clients need roles to access application areas just like users. A client can be created without a resource and then has access to all time recordings. If the client has a resource assigned, all operations the client performs are scoped to that resource.
To authenticate with a client, add the key from the overview (Client Key) to the Authorization header of the HTTP requests. The requests also need an X-Instance and X-Company header with the environment configuration.

Authorization: 'Bearer <TOKEN>'
X-Instance: 'Sandbox'
X-Company: 'CRONUS DE'

Roles and permissions​

Permissions can be assigned via roles in DYCE Connect. Different areas are shown or hidden depending on the role. Roles must be stored just like users per company. To simplify the assignment of roles, several users can be selected and the desired roles assigned.
To assign a role, one or more users must be selected and the Edit user roles (pencil top right) must be selected. In the following dialog, roles can be assigned or removed for the selected users.

Admin​

For users with the Admin role, the Administration section is visible. They can perform all setups without restrictions.

Admin

A user with the Admin role cannot revoke it or delete its own user.

Planning​

Users who wish to use project planning require the Resource Planning role. Without this role, the Planning area is not visible to the user.

Time recording​

To record time, a user needs the Time Recording role assigned. Without this role, the Time Tracking area is not visible to the user. In addition to the role, a Resource must be assigned to the user. Resources are created in Business Central and times are captured for the assigned resource. Resources are assigned in DYCE Connect in the User page.

All time recordings created for a resource are visible to the user(s) who have this resource assigned. Therefore, each user should be assigned a separate resource.

Users and resources

Users with no resource assigned will not get access to time tracking! If two users have the same resource, they see each other's time recordings. There is no way to distinguish these time recordings between these users.

Delete DYCE company / environment​

To delete an environment or company, send the following information to support@dyce.cloud:

  • Tenant Id
  • Name of the environment
  • Company code
  • Admin's email (for queries)