Microsoft Dynamics 365 Business Central
Connect Kolleno to Microsoft Dynamics 365 Business Central to sync customers, invoices, payments, and reconciliation outcomes.
By Kolleno and 1 other2 authors14 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
How to install a Business Central extension?The extension allows Kolleno to access customer payment data from Business Central
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.
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.