BC Data Source Setup

The cloud integration will connect through a web service call to bring up a list of General Ledger accounts to map and enable the ability to send down General Ledger entries via payroll. Please follow the directions below to set up Dynamics 365 Business Central to allow the Greenshades Cloud Integration to connect to your instance.

1. Log into Dynamics 365 Business Central and search for the Microsoft Entra Applications. Create a new Microsoft Entra Applications registration with the following information:
   1.  ClientID: 4a3054b6-ce81-4f28-a66f-b3815a2fece3
   2. Description: Greenshades Sync D365 Integration
      
      
       
2. Change the State to Enabled. Click in the top left cell under the User Permission Sets and then click on the ellipses/three dots.
   
   
    
3. Click on the magnifying glass to search for FINANCE and click on the D365 FINANCE result. Click OK to give the new application registration access to the D365 FINANCE user group.
   
   
    
4. Click Grant Consent button at the top left. Then exit the card to save the application registration.
   
   NOTE: Only an Azure Portal Administrator can grant consent. Other user types will result in "Need admin approval" error and consent cannot be granted. Progress will be saved and an administrator can return to complete the Grant Consent step.
   
   
    
5. Search for Web Services and navigate to the Web Services card. Add the following endpoints to your Web Service. IMPORTANT: The Service Names are case-sensitive.
    

   Object Type	ObjectID	Service Name
   Page	6407	workflowGenJournalLines
   Page	251	GenJournalBatches
   Page	457	SeriesLines
   Page	18	GLAccountList
   Page	370	BankAccounts
   Page	5200	Employee
   Page	5204	EmployeeAlternateAddress
   Page	5209	EmployeeRelative
   Page	536	dimensions
   Page	537	dimensionvalues
   Page	20022	dimensionLines
   Page	101	GenJournalTemplates
   Page	10	Countries

   
   
6. Once the above endpoints have been added, ensure that the Published checkbox has been checked:
   
   
   
    
7. Log into https://www.greenshadesonline.com with your credentials:
   
   
    
8.  Look for the main dropdown to pick System Dashboard on the top left of the page:
   
   
   
    
9. Mouse over the "Syncs" option on the menu bar:
   
   
    
10. Select the "Cloud Data Source Setup" option in the drop down menu:
    
    
     
11. Click "+ New Data Source" button to create a new Dynamics 365 Business Central Data Source
    
    
     
12. The form will contain the following fields, and these values to be input for each:
    1. Data Source Type: Dynamics 365 BusinessCentral
    2. Company Name: Your company name
    3. Base URL: If you're not hosting your own BC instance, enter https://api.businesscentral.dynamics.com/v2.0
    4. Tenant ID: This is your unique BC tenant ID
    5. Environment: Production
    6. Journal Template Name: JOBS
    7. Journal Batch Name: PYRLL
    8. Journal Document Type: Payment
    9. Journal Document Number Series Code: GJNL-GEN
    10. Journal Line Number Default Value: 1000
    11. Journal Line Number Increment: 100
        
        
        
        Applicable tool tips are shown when hovering over the blue question mark (?) on the right.
        
        Notes: 
         
    • Required fields are marked with red asterisks (*) and tool tips to help assist.
    • For G/L transactions that are applicable payroll fields via dimensions/custom fields and are meant for Project/Job accounting, the Journal Template Name must be JOBS
    • Field mappings:
      • GS Work Location -> BC Job Number
      • GS Position -> BC Job Task Number
         
13. In the table at the bottom, select which users will have access to setup the data source you're creating:
    
    
     
14. Click Save. Once saved, you should see visible below the newly created datasource:
    
    

Creating a Workspace

1. Select "New Workspace" to create a workspace.
   
   
   
    
2. Enter the company information and then select "Connect Data Source"
   
   
    
3. Choose the data source name previously created for the BC instance that you wish to map to this workspace.
   
   
    
   1. You may add filters to exclude data from syncing
      
      
       
4. You also have the option of auto syncing, or setting up schedules to sync.
   
   
    
5. Click Save on the Data Source Connection Setup screen. The created workspace should now appear, review and then click on Save.
   
   

Running a Sync

From the Syncs tab,  you can select which workspace to synchronize as a manual trigger of Employees to the employee card (down-sync) and GL account list to refresh the GL accounts on our side from Business Central to Greenshades (up-sync):

Scheduled syncs from the Workspace Sync Setup tab are preferred as you can run at your convenience, and preferred days and times (i.e. set-and-forget).

1. Select and edit the BC workspace:
   
   
   
    
2. From the Data source, click on Edit
   
   
   
    
3. Add or modify the schedule sync, and then click on Save
   
   
    

We recommend not scheduling syncs close together in order to avoid performance risks.

If you are encountering any issues, please contact our Customer Support team by navigating to the following URL: https://go.greenshades.com/support