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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​

On the Synchronization page, you can view 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.

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​

In the Assigned Tasks field, you can choose between the 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 Projekt 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 of 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 Time Tracking: with a regular user from your Microsoft Entra ID or with a client for service-to-service authentication.

User​

For the user who sets up a new company in DYCE Time Tracking the Admin role is automatically assigned. 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 from Microsoft Entra ID can be added to the company here. The users to be added can be selected via the large PLUS button. Users must be created per company.
To give users access to the respective areas, they must be assigned the corresponding roles.

Login​

The user must log in once for each browser and device. The login is saved and the user is automatically logged in on the next visit. If the user has only access to one area (Admin, Time Tracking), this area is opened. If the user has access to several areas, they must select an area.
The last used company and environment are used, when logging in. Both are stored in the local storage (company = company, environment = instance). If the environment does not exist, e.g. because the environment has been deleted from the local storage, the user must log in again.

Clients​

To create a client you need to have the Admin role assigned. Open the Administration section and navigate to the Clients page. Here you can create a new or edit existing ones. Select the PLUS button to add a client. Clients need a resource and roles just like users.
To authenticate with a client add the key, that you can receive from the overview (Client Key), to your HTTP requests Authentication header. Your requests also need a X-Instance and X-Company header with your 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 Admin role assigned, the Administration section is visible. They are able to perform all setups without any restrictions. For the user who created a new company the Admin role is automatically assigned.

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​

In order to capture times users have to have Time Recoding role assigned. Without this role, the Time Tracking area will not be 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, please send the following information to support@dyce.cloud:

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