Test your Dynamics 365 Business Central integration

Test your integration by reading data from a test company.

Before sending LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. URLs to your SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. customers, we recommend you test your integration using a trial Dynamics 365 Business Central account.

Create test data and linkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. a test companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. to Business Central

1. Sign in to the Business Central account you added earlier or create a new one.

2. Create test data within the application

   ; for example, invoices.

3. Create a test company in the Codat Portal.

4. Locate your test companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources., then click Request data.

5. Open the LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. URL and follow the steps in LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. to connect to your Microsoft Dynamics 365 account.

   • Select Microsoft Dynamics 365 Business Central and then select Continue to Dynamics 365 Business Central.
   • Log in to your Dynamics 365 account.
   • Authorize access to your account details.
   • Select the test companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. you created.
   Admin approval - Active Directory

   Depending on the SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. user's Active Directory (AD) settings for Dynamics 365, an AD admin might need to approve the connectionConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. to your app. If this applies, the user is advised to request access, which notifies the AD admins. If the user is an AD admin themselves they won't need to request access.

   When an AD admin approves access, the user can complete the LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. steps again to establish the connectionConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. to your app.

   Multiple environment selection - Sandbox and Production

   During the linking process, the environment is displayed when you select a companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. that is available in a sandbox or production environment.

   This allows you to organize your Business Central data into multiple production environments. Also, you and your customers can ensure that the correct environment is used when linking companies.

   According to your access level, a companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. named Cronus might be available to select. This is a Microsoft test companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. that is populated with sample data.

6. Make sure that data for your test companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. is displayed in Codat Portal.

To learn more about how Dynamics 365 Business Central handles certain data types, and how this affects the data available in Codat, see Dynamics 365 Business Central integration reference.