On this page you can find specifics about minimum requirements for using DocFinance Connector:

DocFinance min version 8.5.0a 

Passaggi principali

On Prem SaaS
Verify you have a service with NavUserPassword authentication and that the APIs are enabled Contact IT service for the creation of an "App registration"  
Install the app   Install the app 
Enter the DocFinance setup in the app Enter the DocFinance setup in the app
Create the user for the integration with DocFinance create the web access key Create the user for the integration with DocFinance create the web access key
Connection setup on DocFinance to the service in NavUserPassword Connection setup on DocFinance

 

Do I have to publish web services?

No, the app to communicate with DocFinance uses API-type pages, consequently they are automatically exposed by BC, it is not necessary to create the web service

 

onPrem Installation

for onPrem installation minimum requirements are::

Credential Type: NavUserPassword

Enable API Services: true

Max Page Size: a scelta (default: 20'000)

Port: to choose (default: 7048)  

 

 

Environment Name name of the environment
API publisher/group/version string used to compose the URL to be called (in case of change in the future, the new URL can be easily obtained)
Company ID ID of the company on BC, it can also be obtained through a lookup on the list of companies    

 

SaaS Installation

 The procedure is:

1. Search app registrations and select “New registration” 

2. Insert the name and press "Register"

3.On the page Authentication, choose “Add a platform”, select “Mobile and deskop applications” 

4. Select the first redirect URL and press “configure” 

5. Modify the “Default client type” value to "yes"

6. On the page “Certificates & secrets” create a new Client secret using the specific action and save. Afterwords the action will not be visible. It is recommended to do it now.

7. On the page “API Permission”, select “Add a permission” and then “Dynamics 365 Business Central” 

8. On the next page select “Application permission” and choose“App_access”. Complete the action by pressing “app_access”  

9.  Select “Add a permission” and then “Dynamics 365 Business Central”  

10. Then click “Delegated permissions” and “user_impersonation” and press Add permissions.

11. The page will appear this way:

 

On the page “Overview”, you can see the client ID : 

 

 

Tenant ID

ID of the tenant you are working on

Environment Name

name of the environment

API publisher/group/version

string used to compose the URL to be called (in case of change in the future, the new URL can be easily obtained)
Company ID company ID on BC, can also be retrieved by zooming in on the list of companies    

 

Then you can enter the information in the setup to BC

 

 

 

 

 

Introduction
Base Setup
DocFinance Setup (DCF)
Import Batches (DCF)