Microsoft Dynamics 365 Business Central
Connect Kolleno to Microsoft Dynamics 365 Business Central to sync customers, invoices, payments, and reconciliation outcomes.
22 articles
Overview & setup
Install the extension, connect Business Central to Kolleno, and review FAQs and setup requirements.
- Kolleno and Microsoft Dynamics 365 Business CentralBy connecting to Microsoft Dynamics 365 you are ensuring that your invoices and payment data are always up-to-date
- Microsoft Dynamics 365 Business Central and Kolleno: FAQIn this article, you will find the most frequently asked question regarding the integration with MS Dynamics 365 Business Central
- Business Central: admin approvalGet your Microsoft admin to approve Kolleno when Business Central will not connect.
- How to install a Business Central extension?The extension allows Kolleno to access customer payment data from Business Central
- Find your Business Central environment nameWhere to find the environment name Kolleno asks for when you connect Microsoft Dynamics 365 Business Central.
- Change the Business Central environment Kolleno syncs fromHow to point Kolleno at a different Microsoft Dynamics 365 Business Central environment after you have already connected.
Data sync & configuration
Configure how customer data and contacts are imported, and control invoice/credit note references and field mappings.
- Credit Note Reference in Business CentralConfigure credit note reference from Business Central via business_central_credit_note_ref.
- Invoice Reference in Business CentralConfigure invoice reference from Business Central via business_central_invoice_ref.
- How to Find a Business Central Field Name for API IntegrationSubmit to Kolleno support the exact BC field name (via Inspect) env URL, record type, native/custom.
- Import Business Central ContactsFind out the two places where contacts come from Business Central.
- Customer contact marked as PrimaryAutomatically mark Business Central imported customers as Primary contacts.
- Credit Limit from Business CentralImport the credit limit you have in Microsoft Business Central.
- Configuring customer portfolios on Kolleno with Microsoft Dynamics Business CentralUsing Microsoft Dynamic Business Central you are able to automatically populate your customer portfolios in Kolleno.
- Business Central invoice PDFs in KollenoHow Kolleno retrieves invoice PDFs from Microsoft Dynamics 365 Business Central, and what to do if they are not appearing.
- Business Central credit note PDFs in KollenoHow Kolleno retrieves credit note PDFs from Microsoft Dynamics 365 Business Central, and how this differs from invoice PDFs.
- Business Central Deep LinkView a Business Central link next to customer names. Automatically enabled when imported from Business Central.
- Request Business Central Custom Field ImportsRequest custom fields from Business Central to be imported and synced with Kolleno.
- Updating Business Central Records Using API Request in WorkflowsCall Business Central endpoints from the API Call action in workflows, using the connection you already have.
Payments, reconciliation & workflows
Set up automatic reconciliation, handle refunds and surcharges, use workflow writebacks, and resolve payment posting errors.
- MS Dynamics 365 Business Central update record on ERP Action in WorkflowsAutomatically update customer and invoice details in Business Central using workflows.
- How Surcharge Fees Are Posted to Microsoft Dynamics 365 Business CentralA summary on what happens in Business Central when Surcharge Fees are posted
- Issuing Refunds from Kolleno to Business Central
- How to Create Accounts for Business Central Reconciliation with KollenoLearn how to set up your Business Central Accounts so Kolleno payments will reconcile automatically.