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Connect to Business Central

Instructions for sharing business data from your Business Central account

To establish a digital connection with Dynamics 365 Business Central (BC) and enable your financial institution to access your financial data, follow the Link URL provided to you and complete these steps:

  1. On the Share your financial information screen of the connection flow, click Connect in the Accounting tile to initiate a connection to Dynamics BC.

    You might not see this screen if your financial institution disabled this selection. In this case, proceed to the next step.

    Screenshot of the Share your financial information screen of Codat's Link Flow. It lists the Accounting, Commerce, Banking, and Business Documents with the Connect button of the Accounting section highlighted.

  2. On the Select your accounting software screen, scroll or search for Dynamics BC. Click the tile to select, then click Next.

    Screenshot of the Select your accounting software screen of Codat's Link Flow. It displays a list of integrations. Dynamics BC tile is selected.

  3. On the Connect to Dynamics 365 Business Central screen, review how your data will be shared, then click Accept.

    Screenshot of the Connect to Dynamics BC screen of Codat's Link Flow.

  4. In the Before you continue... screen, review the steps required to establish the connection. Confirm that you have the required administrator accesss as detailed, then click Next.

    The Dynamics BC connection window will open in a new tab and the connection flow will update to the Waiting for Dynamics connection... screen. This screen has a detailed troubleshooting guide at the bottom if you encounter any errors while connecting.

    Screenshot of the before you continue and waiting for connection screens with details of the steps required to establish the connection.

  5. Log in using your Dynamics 365 Business Central credentials and click Next.

    Your credentials remain secure during this process and are not shared with Codat or your financial institution.

    Screenshot of the Microsoft login screen.

  6. Review the permissions required to gather data from Dynamics 365 Business Central and click Accept.

    Screenshot of the Microsoft permissions request screen.

  7. You will be redirected back to the connection flow. Select the company or companies you want to share the data for, then click Install extension.

    Screenshot of the Dynamics BC connection interface with the multi-company selection dropdown.

  8. The extension installation will begin and may take 5 to 10 minutes to complete. Keep this screen open. It will automatically progress once the installation completes.

    Screenshot of the Dynamics BC connection screen with the extension installation in progress.

  9. Once the extension is installed, click Continue on the Dynamics connected screen to complete the connection.

    Screenshot of a succesful Dynamics BC connection screen.