Connect to MSD 365 Business Central (Cloud)

Overview

This guide will walk you through establishing a connection required for the MSD 365 Business Central (Cloud) integration. It is divided into three sections.

• Before You Connect

• MSD 365 Business Central Tasks

• Establish Connection

Section 1: Before You Begin

Preconditions and Important Notes

• You must be an administrator for Microsoft Azure Portal and MS Dynamic 365 Business Central.
• Throughout the Business Central setup, you will collect the following information from MS Business Central. Open a blank Notepad or Word document where you can copy information as it is generated. 
• Setting up the Azure portal for the integration setup generates the following credentials that will be used to complete the connection to Paylocity:
  • • Application (client) ID
    • Directory (tenant) ID
    • Client Secret - Value
      • • Note: In Microsoft Azure this is called the Value and is found in the Client Secret area. 

Section 2: MSD 365 Business Central Tasks

Task 1: Customer Adds App Registration

This task will be completed by the customer.

• Step 1: Log in to Microsoft Azure. Click the menu button located on the top left of your screen.

• Step 2: Select Azure Active Directory on the left.

• Step 3: Click App Registrations on the right.

• Step 4: In the top toolbar, select New Registration.

• Step 5: In the Name field, enter Paylocity Integration. Make sure to keep the default Supported Account Types. 

• Step 6: Click the Register button to complete the application registration. 

• Step 7: On the next screen, copy the Application (client) ID and the Directory (Tenant) ID, and make sure to save these values somewhere safe. You will need to use them in the next section.
  
  

Task 2: Select Endpoints

This task will be completed by the customer.

• Step 1: Select the Endpoints option located at the top of your screen. 

• Step 2: Click the Add a Redirect URI option.

• Step 3: On the Authentication tab, click Add a Platform. (Note: you will need to complete Steps 1-3 twice, one time for each of the URLs below).

  • • https://app.cloudsnap.com/oauth_flow/complete

• Step 4: Click the Web button.

• Step 5: In the Redirect URIs field, enter the URL listed below. Then, click the Configure button. If successful, a green checkmark will flash at the top right of your screen.

  • • https://app.cloudsnap.com/oauth_flow/complete

• Step 6: You will be automatically returned to the Platform Configurations screen. Under Web, click the Add URI link.

• Step 7: Paste the URL below into the box. Then, click the Save button. 
  • • https://www.getpostman.com/oauth2/callback

• Step 8: On the left menu, select Certificates and Secrets.

• Step 9: Click New Client Secret.

• Step 10: Complete the Add a Client Form. Then, click the Add button at the bottom of your screen.
  • • Note: It is recommended that Paylocity Integration is used for the Description.

• Step 11: Copy the Client Secret - Value. Make sure to paste this value somewhere safe to use in the next section. (Note: You can copy the value by clicking the copy icon to the right of the Value.
  • • Note: In Microsoft Azure this is called the Value and is found in the Client Secret area. 

Task 3: Set API permissions

• Step 1: On the left menu, select API Permissions.

• Step 2: Select Add a permission.

• Step 3: On the Select an API screen, scroll down and click Dynamics 365 Business Central.

• Step 4: Select Delegated permissions.

• Step 5: Under Permission, check the box to the left of user_impersonation.

• Step 6: From the drop-down list for Financials, check Financials.ReadWrite.All.

• Step 7: Click the Add permissions button to complete the change.

Section 3: Obtain Business Central Dimension Codes

If customers need assistance finding their Business Central Dimension Codes, they can follow these steps:

• Step 1: In Business Central, click on the Search icon and type "Dimensions". Then, select the "Dimensions" option from the drop-down list.
• Step 2: The Dimensions screen will appear. Here, you can view all of the defined dimension categories. The Dimension codes listed in the left column will be used for questions 8, 10, 12, 14, 16, 18, 20, and 22 in the Business Central - GL Mapping Setup Guide.

Here is an example screenshot (keep in mind that the Dimension Codes for the customer will be different for each customer):

Section 4: Establish Connection

Task 1: Paylocity Representative Generates Link

This Task will be completed by a representative from Paylocity while on a call with the Customer. 

• Step 1: On the left menu, click/expand Integration Management.

• Step 2: Click Apps from the drop-down menu.

• Step 3: Scroll down until you see the Business Central application. Click the application icon or anywhere within the row where the Business Central application is located.

• Step 4: You will be taken to the Business Central screen. Click the App Options button on the top right of your screen.

• Step 5: Select Generate Link from the drop-down menu.

• Step 6: A link will appear under the App Options button. Copy the link by highlighting the text, right clicking, and selecting Copy.

• Step 7: At this point, Paylocity will provide the link to the Customer while on the call and keep the current Cloudsnap page open. 

Task 2: Customer Connects to Business Central

This Task will be completed by the Customer while still on the call with their Paylocity representative. 

• Step 1: Paste the link into your browser. It will take you to the Connect Paylocity to Business Central screen. The fields are Unique Identifier, Client Secret, and Subdomain URL. These values were obtained in the previous section. 

• Step 2: Click Update App. 

• Step 3: You will see the screen below. Click the Connect button.

• Step 3: You will be taken to the MS Login screen. Log in. 

• Step 4: After logging in, you will see the screen below. This indicates that your credentials were successfully stored in the Cloudsnap platform.

Task 3: Paylocity Tech Services Confirms Connection in Cloudsnap

This Task will be completed by a representative from Paylocity while on the call with the Customer. 

• Step 1: After the Customer confirms that their credentials have been stored (Section 3, Task 2, Step 4), click the Test Connection button in Cloudsnap at the top right of your screen. If you are no longer on the Business Central page in Cloudsnap, follow Steps 1-3 in Task 1 of this section. 
  • If successful, a green checkmark will appear to the left of the Test Connection button. 
    • If the connection succeeds, this indicates that the Business Central connection has been established, and the connection can be used for Business Central.
    • If the connection fails, check and correct the Business Central credentials.