To use the direct integration with Microsoft Dynamics 365 Business Central, you'll need to link your Microsoft Dynamics 365 Business Central account to ExpenseIn.
Note: For security reasons, ExpenseIn will never link your ExpenseIn account and Microsoft Dynamics 365 Business Central account for you. This must be done by an authorised person from your company.
Prerequisites
You are required to upload and deploy an extension within Business Central in order to use the direct integration. Follow the Microsoft Dynamics 365 Business Central steps here to install the ExpenseIn extension within Business Central.
How to connect to Microsoft Dynamics 365 Business Central
To connect your Microsoft Dynamics 365 Business Central account to ExpenseIn, follow the steps below:
1. Click the Account Name > Admin.
2. In the Integrations section, click the Accounting subheading.
3. Locate Microsoft Dynamics 365 Business Central from the available connections list and click the Connect button.
4. You'll be redirected to login.microsoftonline.com to authenticate your Microsoft Dynamics 365 Business Central account. If you're already logged in, you won't need to enter your Microsoft 365 credentials again.
Note: ExpenseIn will not store or have access to your login credentials for your Microsoft 365 account.
5. Select your Company on the company selection page as required and click Update.
6. Return to the Accounting page to ensure the Microsoft Dynamics 365 Business Central integration has a Connected status.
Once the status displays as Connected, you can use the direct integration to post expenses and invoices to Microsoft Dynamics 365 Business Central.
If you have any further questions or have any issues connecting the Microsoft Dynamics 365 Business Central integration, contact our Support team via Live Chat or by emailing support@expensein.com.