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Business Central

CloseCore reads data from Business Central (Microsoft Dynamics 365 Business Central) and can optionally post the journal entries you approve (see Posting journal entries). CloseCore connects as an application, not as a signed-in user. Connecting takes four steps:

  1. A Microsoft Entra administrator grants admin consent from CloseCore.
  2. A Business Central administrator adds CloseCore in Business Central.
  3. A Business Central administrator authorizes CloseCore in the Business Central admin center.
  4. A CloseCore administrator connects and chooses a Business Central environment.

The application​

FieldValue
Application (Client) IDf98b3bb8-d77e-42a0-8de2-c1df7da6f21a
PublisherCloseCore

Microsoft's consent screen lists the permissions CloseCore requests.

  1. In CloseCore, go to Admin → Integrations and open the Microsoft admin consent tab.
  2. If your Microsoft tenant is already listed, click Grant consent next to Business Central. Otherwise, expand Connect a new Microsoft tenant and click Grant admin consent under Business Central.
  3. Sign in with a Microsoft Entra administrator account and accept the permissions.

When you return to CloseCore, Business Central shows Consent recorded for your tenant. This step requires the Manage admin consent permission (see Roles & permissions). For more on this tab, see Microsoft admin consent.

2. Add CloseCore in Business Central​

  1. In Business Central, search for entra and open Microsoft Entra Applications.
  2. Click + New.
  3. In Client ID, enter CloseCore's client ID (f98b3bb8-d77e-42a0-8de2-c1df7da6f21a). In Description, enter a name such as CloseCore.
  4. Click the message You must initialize the user before you can add permission sets. Click here to create the application user.
  5. Under User Permission Sets, add D365 READ.
  6. Set State to Enabled.

D365 READ is the only permission set CloseCore needs to read your data. To let CloseCore post journal entries, also add the permission sets in Posting journal entries.

Repeat this in each Business Central environment you plan to connect.

If you set up CloseCore with an earlier version of this guide​

Earlier versions of this guide asked for D365 FINANCE and D365 INTERCOMPANY CE. CloseCore doesn't need either one, and D365 INTERCOMPANY CE includes administrative access such as managing users and companies. To replace them:

  1. Open Microsoft Entra Applications and click CloseCore's client ID.
  2. Set State to Disabled. Business Central only lets you change permission sets while an app is disabled.
  3. Under User Permission Sets, add D365 READ, then delete D365 FINANCE and D365 INTERCOMPANY CE.
  4. Set State back to Enabled.

3. Authorize CloseCore in the Business Central admin center​

  1. In Business Central, click the gear (top right) and open Admin Center.
  2. In the left sidebar, click Microsoft Entra Apps.
  3. Click Authorize Microsoft Entra app and add the client ID (f98b3bb8-d77e-42a0-8de2-c1df7da6f21a).

4. Connect from CloseCore​

  1. Go to Admin → Integrations, stay on the Connections tab, and click Add ERP connection. (During onboarding, the setup page offers the same option.)
  2. Click Business Central.
  3. Under Microsoft tenant, select your tenant and click Connect. Only tenants with recorded Business Central consent (step 1) appear.
  4. On the Select an Environment page, choose an environment and click Confirm.
  5. CloseCore opens Import Subsidiaries, where you choose the Business Central companies to import.

Until you choose an environment, the connection shows Setup required on the Connections tab and Import subsidiaries is unavailable. Click Select environment on the connection's card to finish.

Connecting more than one environment​

Each Business Central environment (for example, a production environment and a sandbox) is a separate connection in CloseCore. To connect another environment in the same tenant, repeat step 4 and choose the other environment.

  • Environments that already have a connection show already connected and can't be selected.
  • An archived connection keeps its environment. To use that environment again, reconnect the archived connection (see Archiving or deleting a connection).
  • You can't change the environment of an existing connection. Add a new connection for the other environment instead.

Connection cards show the environment name before the tenant ID, for example Production - 86c798de-….

Posting journal entries​

CloseCore can post approved journal entries to Business Central. Posting is off until you turn it on for the connection.

To turn on posting:

  1. In Business Central, open Microsoft Entra Applications and click CloseCore's client ID.
  2. Set State to Disabled. Business Central only lets you change permission sets while an app is disabled.
  3. Under User Permission Sets, add D365 JOURNALS, POST and D365 BASIC. Keep D365 READ.
  4. Set State back to Enabled.
  5. In CloseCore, go to Admin → Integrations, click Configure on the Business Central connection, turn on Allow posting to Business Central, and click Allow posting.

CloseCore needs D365 BASIC because it posts each entry through a journal batch of its own, which it creates and deletes, and Business Central only lets apps with D365 BASIC create journal batches and new dimension combinations.

How entries post:

  • Each entry posts to one company as general journal lines, with a document number that starts with CC-.
  • Each line posts its account, amount, and description (the line memo, or the entry's description when the line has none).
  • Departments post to your department dimension. Contact support@closecore.com to link the department dimension to your connection.
  • Business Central G/L lines can't have vendors, customers, locations, or classes. Remove those columns from entries you post to Business Central.
  • If an entry has a reversal date, CloseCore posts the reversal as a second entry on that date, with the same document number followed by -R.
  • Retrying a failed post is safe. CloseCore checks Business Central for the entry's document number before posting, so an entry is never posted twice.

Troubleshooting​

No tenant to select​

The Microsoft tenant list only shows tenants with recorded Business Central consent. Complete step 1, then try again.

"CloseCore is missing access to Business Central"​

The Select an Environment page shows this warning when Business Central rejects CloseCore's access. This usually means step 2 or step 3 isn't complete. Ask a Business Central administrator to finish both steps, then click Try again.

Business Central permission errors​

If CloseCore reports that it doesn't have permission to read data (for example, "You do not have the following permissions"), open Microsoft Entra Applications in that environment, click CloseCore's client ID, and check that D365 READ is listed under User Permission Sets and State is Enabled. See step 2.

If posting fails with "the current permissions prevented the action," also check that D365 JOURNALS, POST and D365 BASIC are listed. See Posting journal entries.

"Direct Posting must be equal to 'Yes'"​

Business Central only accepts journal entries to G/L accounts with Direct Posting turned on. Accounts that Business Central fills from subledgers, such as inventory accounts, often have it turned off. Post to a different account, or turn on Direct Posting on the G/L account card.

"Posting Date is not within your range of allowed posting dates"​

The entry's posting date (or its reversal date) is outside the dates Business Central allows. Check Allow Posting From and Allow Posting To in General Ledger Setup, and in User Setup for CloseCore's application user.

Questions & support​

Email support@closecore.com or your account manager.