Microsoft Dynamics 365 Business Central

With the integration to Microsoft Dynamics 365 Business Central we can collect data from the following:

• Sales Proposal
• Sales Orders
• Sales Invoices
• Purchase Orders
• Purchase Invoices
  

Set up data source

To set up the Microsoft Dynamics 365 Business Central integration with Board, simply follow these steps:

1. Go to Settings > Integrations

2. Click on Add integration > Select Microsoft Dynamics 365 Business Central 

3. Optionally, name the data source, e.g., if you have multiple data sources of the same type

4. To set up the integration with Microsoft Dynamics 365 Business Central, we use OAuth 2.0. This ensures a     100% correct integration based on the rights of your Business Central user.

    a. Click start integration

6. Click "Check credentials". If it returns green, the connection to the data is successful. 

7. Finish by clicking Save