Dynamics 365 Business Central overview

Summary view of the Microsoft Dynamics 365 Business Central connection flow and available support

What happens to my data?

To learn more about the technology employed to access your data and how it's used, check How we use your data.

Your financial institution has requested to view, create or modify your business's financial data via your Microsoft Dynamics 365 Business Central account. This is needed to deliver financial services to you. You will follow a secure connection flow to establish a digital link to your Dynamics 365 Business Central account.

Check your software plan or version

If you need to check the plan or version of the accounting software you are using, follow the steps below in Dynamics 365 Business Central.

Web browser

1. Log in to Dynamics 365 Business Central.
2. Click on the Cog (⚙) button on the top right to view the Settings menu.
3. Select Help & Support.
4. Scroll down to About Business Central for the version information.

Desktop app

1. Open the Business Central app and log in.
2. Click on the Question mark button (?) on the top right to view the Help menu.
3. Select Help & Support.
4. Scroll down to Troubleshooting for the version information.

On-premise

Dynamics Business Central on-premise is not supported.

Connect to Dynamics 365 Business Central

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.

   

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

   

3. On the Connect to Dynamics BC screen, review the data you will provide access to, then click Next.

   The Dynamics BC connection window will open in a new tab and the connection flow will move to the Waiting for connection... screen.

   

4. In the Dynamics BC connection window, review the requirement to install a browser extension and click Accept. The extension isn't installed at this stage.

   

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

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

   

6. In the dropdown, select the Dynamics BC company you want to share the data for and click Select Company.

   

7. The extension installation will begin and may take 10 to 20 minutes to complete.

   Keep the installation window open. It will automatically close once the installation completes.

   

8. Once we register the connection, you will be redirected to the final step of the connection flow.

   Click Continue on the Sage 50 connected screen, then click Complete and exit the flow.