# Microsoft Dynamics 365 Business Central
**Your primer on the Microsoft Dynamics 365 Business Central integration and how it works with the Alternative Payments platform.**
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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 | Hourly |
***
### **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** \
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Within your Partner Dashboard, select "Integrations" and then select "Connect" under the Microsoft Dynamics 365 Business Central module.
2. **Install the AccountLink extension.**\
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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.
3. **Select your preferred environment**\
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If you have more than one environment, choose the one you would like to connect to Alternative Payments and select ‘Install.’
4. **Select language**\
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Choose the language and click "Install."
5. **Confirmation**\
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There will be a pop up that confirms that the app has been installed, click “Ok.”
{% hint style="info" %}
**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.*
{% endhint %}
6. **Navigate back to the Rutter x Alternative Payments pop-up**\
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Go back to the Rutter x Alternative Payments pop-up screen and select “Connect” under the “Finish Connection” section.
{% hint style="info" %}
**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.*
{% endhint %}
7. **Accept permissions**\
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Accept the Microsoft permissions request.
8. **Select your Business Central Company**\
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Choose the Business Central company that you want to connect from the dropdown list and click “Connect.”
9. **Authentication Complete**\
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You’ll see an “Authentication Complete” pop-up, proceed to close.
10. **Initial Sync + Set Up Your Accounts**\
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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.
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When the sync is finished, the status will update to "Connected". At this point, you can:
1. Click Set Up Accounts within the Business Central 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! 🎉
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