1. Introduction

Finstack now supports Microsoft Dynamics 365 Business Central (cloud version) as a data source. Sync transactions, account data, and other financial details directly from Dynamics 365 to streamline reporting and analysis.

Please note that on-premises versions of Dynamics 365 are not supported at this time.

2. Step-by-Step Guide

1. Navigate to Setup → Sources
2. Add a New Source
   • Click Add source and select MD365BC from the list.
   • Note: If labeled beta, contact Finstack Support for guidance.

1. Sign In & Grant Permissions

   • Log in with your Microsoft Azure/M365 account.
   • Authorize Finstack to access Dynamics 365 data.
   • note: Only the cloud version of Microsoft Dynamics 365 Business Central is compatible.
   • If you encounter any difficulties signing in, see the Troubleshooting section below, or contact Finstack Support.

2. Configure Import Settings

   • Select which entities/companies to sync.
   • Choose between automatic or manual data imports.

3. Save & Test Connection

   • Click Save, then Start Import or Reconnect to test.
   • Verify imported data in Reporting or Entries.

That’s it! If you need help, check the Troubleshooting section or contact Finstack Support.

3. Best Practices & Tips

• Contact support first (Beta Feature)

  If this feature is labeled with “beta”, we recommend reaching out to Finstack Support before you begin. Our team can walk you through setup and clarify any known limitations.

• Verify Cloud version

  Only the cloud-hosted version of Microsoft Dynamics 365 Business Central is supported. Be sure you’re not using an on-premise solution.

• Check role permissions

  Make sure you have the necessary permissions in Dynamics 365 Business Central to grant third-party apps (like Finstack) access to your company data.

4. Troubleshooting

• Sign-In error: If you get an error about client_id or a “trouble signing you in” message, verify your Microsoft Azure app registration is set up properly. Finstack Support can guide you through this process.
• No data appears: Check that you selected the correct company or entity in your import settings, and verify you have the correct user permissions.
• Partial imports or missing fields: Because this integration is beta, some data points may not import or map correctly. Report any discrepancies to Finstack Support so we can improve the feature.
• On-Premise not supported: If you’re using the on-premise version of Dynamics 365, this integration will not function. You’ll need to switch to a cloud license or use another method to import data (e.g., CSV/Excel).