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</style><p><strong>In this guide we will cover:</strong></p><p><strong>- What is the Dynamics Business Central Integration?</strong></p><p><strong>- Enabling the Integration</strong></p><p><strong>- Creating an Azure Application</strong></p><p id="isPasted"><strong>- Connecting to Dynamics Business Central Companies</strong></p><p><strong>- Imports</strong></p><p><strong>- Setting a Default Company</strong></p><p><strong>- Syncing to Dynamics Business Central</strong></p><p><strong>- Applying Templates from Dynamics Business Central</strong></p><p><br></p><p><br></p><p><strong><span style="font-size: 14pt;">What is the Dynamics Business Central Integration?</span></strong></p><p>The Dynamics Business Central integration can be used to import Clients, Products, Dimensions and Suppliers from Dynamics Business Central into Halo. These entities, along with invoices, bills credit notes and purchase orders can also be created/updated in Dynamics Business Central when they are created/updated in Halo. </p><p><br></p><p><strong><em>Disclaimer: This Integration is not compatible with On-Prem Instances of Halo.</em></strong></p><p><br></p><p>Multiple companies of Dynamics Business Central can be integrated with one instance of Halo to keep your accounts organised. Syncs of customers, products and invoices can occur to keep each entity up-to-date between both platforms.</p><p><br></p><p><strong><span style="font-size: 14pt;">Enabling the Integration</span></strong></p><p>When the integration is enabled, customer and item tax will be kept. This allows the relevant tax to be displayed within Halo for invoices, PDFs, etc. When syncing over to Dynamics Business Central, the tax engine there will then automatically calculate the appropriate tax upon creation.</p><p><br></p><p>To enable the Dynamics Business Central integration, go to Configuration > Integrations > Billing where the menu icon can be enabled. Once enabled, click the menu icon to begin configuring the integration.</p><p><br></p><p><strong>Dynamics Business Central Companies</strong></p><p>Halo allows to connect to multiple Dynamics Business Central companies. Once connected to a company, a selection of imports become available. These include accounts codes, country codes, customers and items. It is also possible to create/update customers, items and invoices in Dynamics Business Central directly from within Halo.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImIzZjk2MWI0LWEyZjQtNGFhNC05OWFkLWJlYWZhZTM0ODhkYyJ9.VF0I4e1pBdNEE56a7YQj9kRu33rKa-ANtoiJfv4g_KU" class="fr-fic fr-fil fr-dib" width="789" height="205"></p><p><strong><span style="font-size: 10pt;">Fig 1. Manage Companies button in the Halo module.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Creating an Azure Application</span></strong></p><p>Connecting to Dynamics Business Central requires you to register an application in the Azure portal for the company you want to connect to. The application must be registered in the Azure tenant that it belongs to.</p><p><br></p><p>Start by logging in to the Azure portal and selecting the Azure Active Directory blade. Then select app registrations, and choose to create a new app registration.</p><p><br></p><p>Give your application a sensible name and for the supported account types, choose the single-tenant option.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjYwZWYyMTQ0LTU3YmQtNDUyNy04MjQ4LTZiY2RhMjJkNzQ4OSJ9.hgbl5NHwRg55gBan7pxUD7aycRf8fK0krNqizh_iP0M" class="fr-fic fr-fil fr-dib" width="853" height="316"></p><p><strong><span style="font-size: 10pt;">Fig 2. Naming the application.</span></strong></p><p><br></p><p>Finally, add a redirect URI to the application before saving. The redirect URI used will differ depending on the version of Halo you are using. </p><p><br></p><p>On versions prior to v2.200 the following redirect URI will need to be used:</p><p><br></p><p>https://YOURHALODOMAIN/azure/auth</p><p>On versions v2.200+ you the following redirect URI will need to be used:</p><p><br></p><p>https://YOURHALODOMAIN/authcallback</p><p><br></p><p>But the exact redirect URI you need can be found on the setup page for the integration in Halo. Simply click "New" on the Dynamics Business Central integration companies setup screen, and the value will be shown to you, along with the permissions that will be registered shortly.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjU5YjcxNGE5LTFiZDAtNGQ2OS05N2UyLWRhYmYwYWUyYmY2YiJ9.bi7zY1e_X1u9SXgosma2KyEyS7NiXpYHhIOmQX-phLI" class="fr-fic fr-fil fr-dib" width="551" style="width: 553px; height: 236.315px;" height="236"></p><p><strong><span style="font-size: 10pt;">Fig 3. Permissions required for the integration.</span></strong></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijg2ZjM4MGM1LTkwZTEtNDk1Mi05ZDYwLTY4YzNjZWI4NTRmZCJ9.YMIBJCtMy8MOdwSFYRg6wdGMluB80H5Fvf113oXhhU0" class="fr-fic fr-fil fr-dib" width="877" height="210"></p><p><strong><span style="font-size: 10pt;">Fig 4. Setting the redirect URI.</span></strong></p><p><br></p><p>Once the application has been registered successfully, navigate to the Certificates and secrets tab. Register a new client secret using the available options. Once created, keep a copy of this secret somewhere safe, as it will not be obtainable again once you leave the application.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQ5MTI2MzQ1LWRmYTUtNGU3MC04MjhiLTljNWNmM2Q3MGU4YSJ9.VmUBTiVTDUwpid46qAIXhs7HQEIu-8q96AOyWoU-Opc" class="fr-fic fr-fil fr-dib" width="1052" height="201"></p><p><strong><span style="font-size: 10pt;">Fig 5. Registering a client secret. </span></strong></p><p><br></p><p>Finally, API permissions must be added to the application so that certain resources in Dynamics Business Central can be accessed. Navigate to the API permissions tab, where the app will have the User.Read permission by default. This can be removed as it is not required.</p><p><br></p><p>Select "Add a permissions" and choose Dynamics 365 Business Central from the list of available APIs.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImY3MjQ5ZmE4LWEwZGEtNGQ1Yi1hYTkwLWZmMWNjYmNmNmJjNSJ9.7PmLS79QpBWo-HWmbenlbiJ-4zh2VZsZ8RNj7PShckU" class="fr-fic fr-fil fr-dib" width="808" height="597"></p><p><strong><span style="font-size: 10pt;">Fig 6. Request API permissions screen.</span></strong></p><p><br></p><p>Select "Delegated permissions" and the add the "user_impersonation" and "Financials.ReadWrite.All" permissions. Hit the "Add permissions" button to save your changes.</p><p><br></p><p><br><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImU2YWIwNzQxLTc5ZmItNGZmZC04ZjcwLWNkNzA5ODBhNDE2YyJ9.zufPq-sngykJPaFAciK2bIq_7UQPXWZTy9ye0iqK36s" class="fr-fic fr-fil fr-dib" width="854" height="890"></p><p><strong><span style="font-size: 10pt;">Fig 7. Adding permissions.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Connecting to Dynamics Business Central Companies</span></strong></p><p>Once an Azure application has been registered, a Dynamics Business Central company can be connected to Halo. In Halo, open the Dynamics Business Central integration, select "Manage Companies" and press the new option.</p><p><br></p><p>The first task is to give the record a name (the company you will be connecting to is a good choice), before populating the details of the newly created Azure application.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjdiYWRhZTA0LWRlMWUtNGYzYy04OTU4LTIxYzc4NjhhNmM5NyJ9.uqFIVqXu-2JQxV1wafqo4CFUV1ZlUndGME_H_WFfCRM" class="fr-fic fr-fil fr-dib" width="1230" style="width: 1232px; height: 489.449px;" height="489"></p><p><strong><span style="font-size: 10pt;">Fig 8. Connecting the application.</span></strong></p><p><br></p><p>Once ready, press the "Authorize Application" button to complete the Microsoft sign in process. If successful, the record will be saved once connected.</p><p><br></p><p><strong><span style="font-size: 12pt;">Choosing an Environment/Company</span></strong></p><p>Once connected, the Environment & Company tab will now be available.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjZlY2ViOWQxLTMxMzYtNDJlMi1hNGZkLTQxZjM5M2E4MTIwZCJ9.a4oAfFltvGsj9TXCnpFnulGH732uOgUXOO-gXqoJg-I" class="fr-fic fr-fil fr-dib" width="1141" style="width: 1143px; height: 374.898px;" height="375"></p><p><strong><span style="font-size: 10pt;">Fig 9. Environment & Company tab.</span></strong></p><p><br></p><p>It is possible to connect to any type of environment (sandbox and production) and any company that belongs to the chosen environment. Once an environment is chosen, the company field will be made available. Once you're happy with your choice, you must save the record before continuing. Be aware that after this save, the environment and company cannot be changed. You will need to create an new connection to a company if necessary.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjdlMjdmNmRkLTg3ODMtNDMzMi05NGY2LWU0ZGY5MWU1ODFjNCJ9.Z8O7523V6q2iPDPxGGsrQMMlRvwzRRDEmkGLn4l4CIs" class="fr-fic fr-fil fr-dib" width="915" style="width: 917px; height: 388.869px;" height="389"></p><p><strong><span style="font-size: 10pt;">Fig 10. Choosing an environment and company.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Imports</span></strong></p><p><strong><span style="font-size: 12pt;">Accounts Codes</span></strong></p><p>Accounts codes for your Dynamics Business Central company can be imported into Halo. The accounts can then be assigned to items, which in turn will set the account for any invoice lines that the items are added to. This ensures your invoice lines are always assigned to the correct accounts in Dynamics Business Central.</p><p><br></p><p>When first opening the page, you may find that there are no configuration options available on the accounts code tab. This will be because the accounts code module is not enabled. To enable the module, navigate to Configuration > Billing settings.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjgzMDliYTYzLTVlZGUtNGJiOS1iMGIyLWIzNDRkMzA2MmRhYyJ9.Yun9WTdzmDkg1zVvh3MkMHJaL1vRL9jgdsESMdgSqVc" class="fr-fic fr-fil fr-dib" width="1176" style="width: 1178px; height: 257.867px;" height="258"></p><p><strong><span style="font-size: 10pt;">Fig 11. Accounts tab with no settings.</span></strong></p><p><br></p><p>Once the module has been enabled, you can import all accounts that allow direct posting using the available button. If you wish to view/manage the accounts codes that already exist in your Halo instance, then you can do that too from this screen. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjkwN2U3ODYyLTkxMTktNGYwMS04Y2M3LTgxYjRjNDYxYzA1NyJ9.V3zsiCMIWeAux3PVwPubqiUAHIFxAFBB_1es9AlugjA" class="fr-fic fr-fil fr-dib" width="1273" style="width: 1275px; height: 337.91px;" height="338"></p><p><strong><span style="font-size: 10pt;">Fig 12. Accounts tab when "Accounts Codes" module is enabled.</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Countries/Regions</span></strong></p><p>Country/Region codes can be imported from your Dynamics Business Central company into Halo. These can be assigned to a customers main site in Halo, thus allowing the value to be synced back across to Dynamics Business Central customers should you wish. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImRmZWZhOGNiLTFiODMtNGQyYy04NzA3LWRiZDRjNmNiNDFhYSJ9.m-i_X4vyVzc630CtSDGO1yg7JT0IeIa_s1_-gF6A1T0" class="fr-fic fr-fil fr-dib" width="1325" style="width: 1327px; height: 332.916px;" height="333"></p><p><strong><span style="font-size: 10pt;">Fig 13. Countries/Regions tab.</span></strong></p><p><br></p><p>This step is recommended, as it allows the Dynamics Business Central tax engine to correctly calculate tax on invoice lines. This is discussed in more detail later in the guide.</p><p><br></p><p><strong><span style="font-size: 12pt;">Customer Imports</span></strong></p><p>To allow invoices to be created/updated in Dynamics Business Central from Halo, each customer must be assigned to a customer in Dynamics Business Central. This can be achieved by manually creating mappings between customers in Halo and Dynamics Business Central, or by importing. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQ1MzEwOGFkLWQ1YzAtNDZiMC05NzE2LTUyMmUyOGE5ZTQyNiJ9.8su0OZaCedyYi02ujwk3vdkwWwVT_1h4ardnTOhIm9A" class="fr-fic fr-fil fr-dib" width="1183" style="width: 1185px; height: 382.494px;" height="382"></p><p><strong><span style="font-size: 10pt;">Fig 14. Customers tab.</span></strong></p><p><br></p><p>Even if you are manually mapping customers, you must still perform an import, otherwise certain values will not be assigned to the customer record in Halo, which may cause issues syncing data further down the line.</p><p><br></p><p>Once ready, click the "Import Customers" button to open the importer screen, where your Dynamics Business Central customers will be listed for you to import. When the import is complete and you have closed the importer screen, you will notice that a mapping between customers has been automatically added for you.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjAyNjBkZDA3LTFiMWMtNDMwZi04Yzc3LWMyNjU1N2VmZmM3OCJ9.RtfzjH-h3T6yE9YIXwzEy74mKI6ejtDwebdHb8DME7k" class="fr-fic fr-fil fr-dib" width="885" height="181"></p><p><strong><span style="font-size: 10pt;">Fig 15. Customer Mappings table.</span></strong></p><p><br></p><p>When viewing the customer, the billing tab contains the company that the customer is assigned to, along with the accounts number, email address and tax number for the customer.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImJhMWFlZGI4LTI3ZWQtNDE5OC04MzVhLWRmZDhjNmQ4NjA1ZSJ9.YLAAjl1H4hx64ma_QJ8jcbh2j_zqtbGKUTR9Q_gQTs8" class="fr-fic fr-fil fr-dib" width="751" style="width: 753px; height: 444.586px;" height="445"></p><p><strong><span style="font-size: 10pt;">Fig 16. Business Central Company field on a customer.</span></strong></p><p><br></p><p>The customers address, country code and phone number are stored against the customers main site.</p><p><br></p><p><strong><span style="font-size: 12pt;">Product Imports</span></strong></p><p>To successfully sync invoices to Dynamics Business Central, each invoice line must be linked to a product from Dynamics Business Central. This requires you to import all products that you want to sell from Dynamics Business Central.</p><p><br></p><p>Before importing products, product groups in Halo can be mapped to product categories. This allows your products to be categorised in Halo in a similar way to which you have them in Dynamics Business Central. A default product group for any new products can also be chosen, in case you don't wish to map all product categories from Dynamics Business Central.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImY5YzYzNTVkLTBkYjAtNGVmNi1iMzE0LWFlOTE4ODY3MDY2YiJ9.aIMRy6BLnKJ1H62FRCbfrvq_puaNCuqJH_qcKb7YPyg" class="fr-fic fr-fil fr-dib" width="1210" style="width: 1212px; height: 384.111px;" height="384"></p><p><strong><span style="font-size: 10pt;">Fig 17. Products tab.</span></strong></p><p><br></p><p>For each Dynamics Business Central company that you connect to Halo, a default sales and purchase account code can be chosen for any new products that are created and assigned to the company.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRiNzI4N2E3LTU0MzEtNDZkYy04ZDBlLWI0N2E0Njc3YTJlMyJ9.aXGACPRf7AWt75Ys8ex1ZWFDtRwtLG9fR9isogUdmSI" class="fr-fic fr-fil fr-dib" width="1226" style="width: 1228px; height: 356.713px;" height="357"></p><p><strong><span style="font-size: 10pt;">Fig 18. Setting product defaults.</span></strong></p><p><br></p><p>Once happy with the configuration, products can then be imported.</p><p><br></p><p>When viewing an imported product, the billing section contains the company that the customer is assigned to, along with the accounts number and the type of item. The product type field is mandatory for new products when the Dynamics Business Central integration is enabled, and cannot be changed once selected.</p><p><br></p><p>Due to limitations of Dynamics Business Central, changes to the cost price of a product can only be synced from Halo for newly created items.</p><p><br></p><p id="isPasted" style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><strong style="box-sizing: inherit; font-weight: bolder;"><span style="font-size: 12pt;">Charge Rates</span></strong></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;">Although not strictly part of the integration configuration, each charge rate that will be used on invoice lines must be linked to a Dynamics Business Central product. </p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><br></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;">Charge rates can be modified by navigating to Configuration > Billing > Charge Rates. To link a charge rate to a Dynamics Business Central product, add the product code to the Products ID field. </p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><br></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImFkNGY0ZjA0LTM0ZTItNGE2My04MWMzLTI2NWMzYzJjYWQ4MyJ9.34PeCFirYFz6-Vk9vPDx0CQU058PuifKDHfX384VBME" class="fr-fic fr-fil fr-dib" width="512" height="517"></p><p><strong><span style="font-size: 10pt;">Fig 19. Adding product ID to a charge type.</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Dimensions</span></strong><span style="font-size: 12pt;"><br></span><span style="font-size: 11pt;">Default dimensions against the customer, supplier and item entities in Dynamics Business Central can be imported into Halo and synced back to Dynamics Business Central. If you would like to sync dimensions head to the 'Dimensions' tab within the integration setup page and enable Dimensions. </span></p><p><strong><span style="font-size: 10pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImJmMDY2ZTYxLTAwOTgtNDBiYy1hZDQwLWExNGY5MTExZTA3ZSJ9.BvtwmDM1Ow8z8Shd2UJeeoS8TtKeRo8os4_qoe4IMrU" class="fr-fic fr-fil fr-dib" width="1340" style="width: 1342px; height: 337.704px;" height="338"></span></strong></p><p><strong><span style="font-size: 10pt;">Fig 20. Enable Dimension syncing</span></strong></p><p><strong><br></strong></p><p>Once this is enabled, you can import the default dimensions for the mentioned entities. Dimensions will be imported when importing the respective entities, that is customer Dimensions will be imported when importing customers from Dynamics Business Central, etc. Once imported the Dimensions will be stored against the entity itself under a 'Dimensions' tab. Figure 21 shows this tab against a customer profile in Halo. </p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImUwNjMxMzJmLWU1OTItNDc2OS1hYjg2LWU3ZDU3MDBiZGEzYiJ9.3oOVDKl3yTKUfEXKcjeXJXEEm7QInTpSMpfr5HDKUWc" class="fr-fic fr-fil fr-dib" width="1168" style="width: 1170px; height: 416.577px;" height="417"></strong></p><p><strong><span style="font-size: 10pt;">Fig 21. Customer Dimensions</span></strong></p><p><strong><br></strong></p><p>From here, Dimensions can be updated in Halo, these updates will sync back to Dynamics Business Central.</p><p><br></p><p>Make Dimensions Mandatory (v2.234+)</p><p>From v2.234+ you will have the additional option on the integration setup page to choose which Dimensions are mandatory for each entity. Any Dimensions that are set to be mandatory must be completed when creating a new instance of the entity. For example if the Dimension AREA is set to be mandatory for customers, each time you create a new customer in Halo, this Dimension must be completed. </p><p><br></p><p>This allows you to prevent entities being created in Dynamics Business Central when the required Dimensions are not complete. </p><p><br></p><p>Set which dimensions are mandatory, and for which entity using the "Mandatory Dimensions" table.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImMyY2ZhNDk4LTIxNTEtNDBhZS1iNjlhLTlkZTdhMDM1ZWYwYyJ9.lZQYn9-rDAAEqXM1bNDZw83agfMTGrBC9Ay_lOHZHz0" class="fr-fic fr-fil fr-dib" width="1000" style="width: 1002px; height: 281.646px;" height="282"></p><p><strong><span style="font-size: 10pt;">Fig 22. Mandatory Dimensions Table</span></strong></p><p><br></p><p><strong><em>Note: All default Dimensions will still be imported regardless of which Dimensions are Mandatory.</em></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Importing Suppliers/Vendors</span></strong></p><p>Vendors can be imported from Dynamics Business Central and created as suppliers in Halo. To do this head to the 'Suppliers' tab within the integration setup, here you will need to map the Dynamics Business Central Supplier to the associated Halo supplier. </p><p><strong><span style="font-size: 10pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQxODA4NDliLWFjYTMtNGRmYS1hMTIxLWU5OWRiYTJhM2IwYiJ9.oT_i20mRC2xI67WkhihNEDmMMtYwAKlh6ytW6dx9RyU" class="fr-fic fr-fil fr-dib" width="1455" style="width: 1457px; height: 347.8px;" height="348"></span></strong></p><p><strong><span style="font-size: 10pt;">Fig 23. Supplier mappings table.</span></strong></p><p><strong><br></strong></p><p>Once you have completed the mappings save this and hit 'Import Suppliers' to begin the import. </p><p><br></p><p><strong><span style="font-size: 14pt;">Setting a Default Company</span></strong></p><p>Before continuing with any further configuration, it is recommended that you now set the default company which is used whenever creating a new customer or product. This can be done on the initial integration setup screen (Configuration > Integrations > Dynamics Business Central).</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjE3YzIwM2ZkLTYyZTctNDEzYS04OGU0LTIwMWIzNzQ2N2RhMyJ9.vtGZAOT24a7JHfzcbHEGV__Cntw8_R1gcFdpw3Ioiz0" class="fr-fic fr-fil fr-dib" width="471" style="width: 473px; height: 189.86px;" height="190"></p><p><strong><span style="font-size: 10pt;">Fig 24. Setting a default company.</span></strong></p><p><br></p><p>This is particularly useful if you are only using one company, as it means agents will never need to worry about setting this field for new customers or products.</p><p><br></p><p><strong><span style="font-size: 14pt;">Syncing to Dynamics Business Central</span></strong></p><p>Customers, products and invoices can be created/updated in Dynamics Business Central whenever they are created/updated in Halo. Suppliers, purchase orders and bills can also be created/updated in Dynamics Business Central when created/updated in Halo. If a customer, product or invoice is linked to an existing record in Dynamics Business Central, then the record will be updated, otherwise a new record will be created.</p><p><br></p><p>To enable syncing of these entities, add the entity to the Entities to Sync Field. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQ2MGQ5MTRhLWMyYmUtNDk3OC04YmExLTdkNWJlZTU5ZDZjMiJ9.-eH1h4WS4pdbQ5XqzjMZJEGWbVrV-oTQaqF3mAggRV4" class="fr-fic fr-fil fr-dib" width="1143" style="width: 1145px; height: 270.734px;" height="271"></p><p><strong><span style="font-size: 10pt;">Fig 25. Selecting entities to sync.</span></strong></p><p><br></p><p>When at least one entity has been added to this field, additional configuration options will be displayed.</p><p><br></p><p>The first of this is an option to display a message whenever a sync to Dynamics Business Central is successful, as shown in the above image. It is highly recommended that this feature is enabled, particularly when initially using the integration, as it gives a good indication that the actions you are performing are working.</p><p><br></p><p>For example, if an invoice is added to Halo for a customer who has not been correctly linked to a Dynamics Business Central customer, then no popup would be shown. This indicates that Halo has not tried to sync the invoice to Dynamics Business Central, allowing you to go back and modify the configuration if required.</p><p><br></p><p>It is also recommended that a default product is chosen for invoice lines. This means that if a product is added to an invoice line which isn't linked to Dynamics Business Central, then the default product's account id and code will be used for that line, allowing the invoice to sync.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjE3MDgxMzM1LWIzZjYtNDIxNy04MWU3LTU2YzY0ZGFlMjFlOCJ9.Eb5idr5cNxd1xm_p2ev4F4wICuZwF5sks8JKZWCdeu0" class="fr-fic fr-fil fr-dib" width="1126" height="249"></p><p><strong><span style="font-size: 10pt;">Fig 26. Setting a default product for invoice lines.</span></strong></p><p><br></p><p>Sync Invoice group headers as comments - When this setting is enabled the invoice group header will be synced over to Dynamics Business Central as a comment</p><p><br></p><p>There are also some options to determine how the line number sequencing occurs when invoice lines are synced to Dynamics Business Central. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjZmOWUyNDEwLWY5MzQtNDM3My04NzdkLTUwM2IyNGI4NWM5NCJ9.mkOcepGCcZOQu3XclKA92t2IXfIkRhefhRq5WtQ6gnk" class="fr-fic fr-fil fr-dib" width="285" height="181"></p><p><strong><span style="font-size: 10pt;">Fig 27. Setting increments for sequencing.</span></strong></p><p><br></p><p id="isPasted">Group number Increment - This will determine the increment for line numbers in Dynamics Business Central, when the item type on the invoice changes. That is each time the an item is followed by an item of a different type on the invoice, this is the increment that will be used to generate the next item number.</p><p>Line number Increment - This will determine the increment for line numbers in Dynamics Business Central, when the item on the invoice is followed by an item of the same type. </p><p><br></p><p>By default these are set to 1000 and 1, so each time the item type changes an increment of 1000 will be added to the item number. Otherwise each item number will be generated with increments of 1. But these can be customised by changing the values in these fields. You may need to increase the intervals if you have items on the invoice that need to be 'unpacked'. </p><p><br></p><p>The 'Invoice Reference' for the Halo invoice will be pushed to the "customerPurchaseOrderReference" sales invoice field for Business Central. </p><p><br></p><p><strong><span style="font-size: 12pt;">Syncing Customers</span></strong></p><p>When creating a new customer, there are some compulsory fields that must be completed for the sync to be successful. These fields are located on the billing tab of the customer and include the Dynamics Business Central company and the accounts id for the customer.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImU1YTYyNzkxLTU0MDctNDU2Ny1iZDhiLTAyMmI5ZTMxMWQxYyJ9.eHYaVNtYNLKldhsGlkZXACFW0KeYxf5B-9762e7KB3k" class="fr-fic fr-fil fr-dib" width="1285" style="width: 1287px; height: 303.742px;" height="304"></p><p><strong><span style="font-size: 10pt;">Fig 28. Billing tab in a new customer.</span></strong></p><p><br></p><p>The Dynamics Business Central company can be defaulted to the company of your choice as explained above. The accounts id field is not mandatory on the form, but the customer will not be synced to Dynamics Business Central if a value isn't generated. This allows you to choose which customers are synced and which aren't.</p><p><br></p><p>If you do not wish for agents to have to manually generate this value, then you can enable the auto generation of the accounts id. This can be enabled in Configuration > Billing > General Settings.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjY0MTNhY2EyLTY1NjQtNDUwYy05ZWNkLTQ0YzA2NDU0M2U5NSJ9.ksZeT9kKQDVse2znODmWMbYgVDMvYUgW0cY3T9sjDR8" class="fr-fic fr-fil fr-dib" width="383" height="47"></p><p><strong><span style="font-size: 10pt;">Fig 29. Auto generate an accounts id for new Customers and Products.</span></strong></p><p><strong><br></strong></p><p><strong><span style="font-size: 12pt;">Syncing Products</span></strong></p><p>Like customers, products have some compulsory fields that must be completed when you create them for the sync to be successful. Again, the Dynamics Business Central company and accounts id field are required. If you have enabled automatic generation of account IDs as shown above, then this will also apply for new products.</p><p><br></p><p>In addition to these two fields, a type must be also be selected. The field automatically defaults to service, but inventory and non-inventory can also be selected.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjlkMTQ0NDk1LTYxMTQtNDgzZC1iZDE4LTQ5ZjcyYTc3NDFkMyJ9.RpbGjNf7u8casJWwee28Z10qLW5YlKJk9ywQBonPKh8" class="fr-fic fr-fil fr-dib" width="1048" style="width: 1050px; height: 517.457px;" height="517"></p><p><strong><span style="font-size: 10pt;">Fig 30. Selecting a type.</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Syncing Invoices, Purchase Orders, Bills and Credit Notes</span></strong></p><p><strong><span style="font-size: 11pt;">Syncing Invoices</span></strong></p><p>Providing all steps of the guide have been followed, and customers and products are correctly linked between Halo and Dynamics Business Central, then syncing invoices is straightforward. This guide will focus on syncing a basic manual invoice for simplicity, but any invoice can be synced, including those generated from a recurring invoice.</p><p><br></p><p>When first opening a new invoice, a customer must be selected before lines can be added to the invoice. This allows Halo to filter the item list to only include items that belong to the same Dynamics Business Central company. Items which are not linked to any company will also be displayed.</p><p><br></p><p>When first adding an invoice line with a product, a product code will be displayed on the invoice line.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImRjYmUwMTNhLWFjYmQtNGRmZi1iN2RlLTY2MGRiZGJiNzk1NiJ9.J_2leUdLfJqBn4tqtWIGFle02vae5NrbZi6qzmFIDoY" class="fr-fic fr-fil fr-dib" width="1231" style="width: 1233px; height: 200.969px;" height="201"></p><p><strong><span style="font-size: 10pt;">Fig 31. Invoice with the item code on the line.</span></strong></p><p><br></p><p>This is the first indication that the product linked to the invoice line is linked to a product in Dynamics Business Central. If no product code is shown, then the invoice line can be edited manually, or if you've chosen a default product for this company, then the product's code will be added when the invoice is saved.</p><p><br></p><p>Updates to invoices that have already successfully synced to Dynamics Business Central will also be synced, for example, if you wanted to adjust the quantity of the invoice line.</p><p><br></p><p>Should you wish to remove an invoice, deleting it from Halo will remove the invoice from Dynamics Business Central. The deletion from Halo will also roll back any billing calculations, so tickets that were billed on the invoice will now re-appear in the ready for invoicing section.</p><p><br></p><p>Sales invoices can be posted upon creation, instead of having to manually mark it as posted in Dynamics Business Central if "Post Sales Invoices on creation" is enabled within the "Syncing to Dynamics Business Central" tab.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjNiYWQyMWMzLTExYjQtNDk4Zi1iYzdjLWJlOGM2OWE3ZmNhYSJ9.Rm2qGwwhyBCGrSZYZsi6ybsYOyUtigv86SPiBmCH2N0" class="fr-fic fr-fil fr-dib" width="544" style="width: 546px; height: 403.244px;" height="403"></p><p><strong><span style="font-size: 10pt;">Fig 32. Post Sales Invoices on creation checkbox.</span></strong></p><p><br></p><p>"Use the Halo Invoice ID for the Business Central Invoice Number" will sync across the Halo Invoice ID and set this as the ID in Business Central. </p><p><br></p><p data-pasted="true">From v2.234+ the "Bill to Contact" field is available against invoices in Halo. The contact chosen here will be the contact against the invoice when it is synced to Dynamics Business Central. </p><p><br></p><p><strong><span style="font-size: 11pt;">Syncing Purchase Orders, Bills and Credit Notes</span></strong></p><p><span style="font-size: 11pt;">Any Purchase Orders, Bills and Credit Notes created or updated in Halo will create or update a Purchase Orders, Bills and Credit Notes in Dynamics Business Central. Syncing these entities follows the same process as when syncing invoices, customers and products on the PO, Bill or credit note must be linked to a customer/product in Dynamics Business Central for sync to be successful. When stock is received on a purchase order the remaining "quantity to receive" will sync to Dynamics Business Central.</span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">Provided these entities have been added to the 'Entities to Sync' field, they will be created/updated in Dynamics Business Central as soon as they are created/updated in Halo.</span></p><p><br></p><p><span style="font-size: 11pt;"><em><strong>Note: These entities will sync outbound only, any updates in Dynamics Business Central will not update these entities in Halo. </strong></em></span></p><p><br></p><p><span style="font-size: 12pt;"><strong>Syncing Dimensions</strong></span></p><p><span style="font-size: 11pt;">Provided Dimensions are enabled for the integration, and the entity the Dimension is against (customer, supplier, product) has been imported from/is linked to Dynamics Business Central, updates to Dimensions in Halo will automatically sync to Dynamics Business Central. </span></p><p><br></p><p><span style="font-size: 11pt;">Dimensions are stored in a 'Dimensions' tab against the entity's profile. Here, you can choose which Dimension to populate and the value you would like it to have. This updated value will be synced to Dynamics Business Central. Keep in mind Dimensions will need to be imported from Dynamics Business Central before they can be mapped. </span></p><p><br></p><p><strong><span style="font-size: 12pt;">Syncing Suppliers</span></strong></p><p>Updates to suppliers in Halo can sync back to the mapped supplier in Dynamics Business Central. To do this ensure the 'Business Central Company' is set against each Supplier in Halo, shown in Figure 33. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImVmZmFjNzdiLTkwOTktNDc3Ni1hZmJkLWNlMzRhNDRmMTdlMSJ9.gvY_XtLjdjjREXeoGoQ1QoKOQJ2Ls0ZgEwtNdKuhI2s" class="fr-fic fr-fil fr-dib" width="1180" style="width: 1182px; height: 444.778px;" height="445"></p><p><strong><span style="font-size: 10pt;">Fig 33. Dynamics Business Central Company for the Supplier.</span></strong></p><p><br></p><p>The supplier mappings against the integration setup for this Company will be checked to determine which supplier in Dynamics Business Central this supplier should update. Syncing should take place as soon as any fields are updated against the supplier in Halo. </p><p><br></p><p><strong><span style="font-size: 14pt;">Applying Templates from Dynamics Business Central</span></strong></p><p>Custom extensions can be used to sync Dynamics Templates on new Customers, Items and Vendors outbound to Dynamics 365 and have them automatically apply when creating a new entity in Halo. Allowing you to easily create new customers, items and suppliers in Halo using pre-defined values from templates in Dynamics Business Central.</p><p><br></p><p>This functionality requires a custom extension to be built, Halo cannot provide this for you. If you have a custom extension to use and would like to leverage this speak to our support team to have this enabled in your instance. </p><p><br></p><p><strong><span style="color: rgb(235, 107, 86);">Important: If this functionality is enabled, and you do not have the appropriate extension installed, outbound syncing for other entities will fail. Halo does not provide a custom extension for this, this will need to be obtained/created from Dynamics Business Central. </span></strong></p><p><br></p><p data-pasted="true"><strong>Syncing Cost in Invoices</strong></p><p>If you need to sync costs to invoices then you can use the below extension that was provided by a customer of Halo or you can create your own:</p><p><a target="_blank" rel="noopener noreferrer" data-fr-linked="true" href="https://s3.eu-west-2.amazonaws.com/s3.nethelpdesk.com/Extensions/BusinessCentral.zip">https://s3.eu-west-2.amazonaws.com/s3.nethelpdesk.com/Extensions/BusinessCentral.zip</a></p><p><br></p><p>To be able to use custom extensions you will need to speak to our support team to have this enabled in your instance. </p>
