Submit a request

Microsoft Dynamics 365 Business Central

Your primer on the Microsoft Dynamics 365 Business Central integration and how it works with the Alternative Payments platform.

Microsoft Dynamics 365 Business Central is an ERP solution designed for small to mid-sized companies. It streamlines and automates financials, sales, service, and operations to help businesses improve customer interactions and make better decisions.

For partners using Business Central, you can connect it to your Alternative Payments partner dashboard to sync invoice details to our platform and auto-reconcile invoice payments back to Business Central directly.

Overview of synced items

The following items are synced from Business Central when the integration is connected:

Sync Item
Sync Frequency

Invoice Details

Hourly

Invoice Line Items

Hourly

Customers

Hourly

Payments

Few minutes

Deposits

Few minutes

Archiving invoices

❌

Archiving customers

❌

Delete Payments

❌

PDF Invoices

❌

Microsoft Dynamics 365 Business Central sync details

Item
Sync Details

Invoice Status Update

Invoice payment status updated in Business Central will sync to Alternative Payments and vice versa.

Note:

  • Payment failures will not sync back to Business Central and partners must manually revert the status back to unpaid in Business Central.

  • If an invoice is paid in the integration and the invoice is updated in Business Central after the fact, no further updates will occur in Alternative for that invoice

Changes to Unpaid Invoices

Changes to unpaid invoices (amount and due date) in Business Central will sync to Alternative Payments; changes to unpaid invoices in Alternative Payments will not sync back to Business Central.

Partial Payments/Credits

Partial invoice payments or credits applied in Business Central will be reflected in the invoice amount in the Alternative Payments dashboard

Customers Created in Alternative

Customers created in Alternative do not sync to Business Central

Invoices Created in Alternative

Invoices created in Alternative do not sync to Business Central

Deleted Invoices and Customers

Invoices and customers deleted in Business Central do not archive in Alternative. It must be archived in Business Central and then in Alternative manually

How to connect Business Central to your partner dashboard

Connect Business Central to make reconciliation easy by following these steps:

  1. Navigate to Integrations and then click Connect
 Within your Partner Dashboard, select "Integrations" and then select "Connect" under the Microsoft Dynamics 365 Business Central module.

  1. Install the AccountLink extension. After selecting “Connect,” a Rutter x Alternative Payments pop-up will appear to install the AccountLink extension in your Business Central account.

You will be redirected to your Microsoft account. Select “Get it now” to start the link installation.

  1. Select your preferred environment If you have more than one environment, choose the one you would like to connect to Alternative Payments and select ‘Install.’

  1. Select language Choose the language and click "Install."

  1. Confirmation There will be a pop up that confirms that the app has been installed, click “Ok.”

Note: If you are not sure if the extension has been successfully installed, you can use the search bar at the top right corner of your BC account screen and type in “extension” and you will see the installed extension named “AccountLink” by Rutter.

  1. Navigate back to the Rutter x Alternative Payments pop-up Go back to the Rutter x Alternative Payments pop-up screen and select “Connect” under the “Finish Connection” section.

Note: If the pop-up is no longer visible, go back to the Alternative Payments tab. Refresh the screen, select “Dynamics 365,” and then “Connect” again.

  1. Accept permissions Accept the Microsoft permissions request.

  1. Select your Business Central Company Choose the Business Central company that you want to connect from the dropdown list and click “Connect.”

  1. Authentication Complete You’ll see an “Authentication Complete” pop-up, proceed to close.

  1. Initial Sync + Set Up Your Accounts In the Integrations section of your partner dashboard, the status will display as "Pending" until the sync process is complete.

    1. Initially, the system will sync the last 12 months of data.

    2. Once this is complete, it will proceed to sync all historical data.

    When the sync is finished, the status will update to "Connected". At this point, you can:

    1. Click Set Up Accounts within the Xero module.

    2. Select an account to record your payments.

    3. Choose the bank account where you receive payouts to record your deposits.

    This setup ensures accurate recording and reconciliation of payments and deposits.

After about 1 hour, there will be two drop-downs where you'll be able to select an account for each to record payments and deposits.

You’re all set! 🎉

Love our platform? Rate us on Channel Program and check out our Referral Program page!

PreviousFreshBooksNextZoho Books

Last updated

Was this helpful?