Task 1: Install BoCount Dynamics Silverfin

  • 2 minutes to read
  1. In the Business Central client, append the following querystring in the URL.
    ?page=2503&filter='ID' IS 'fcd8802c-0ec2-491f-afc4-d55e37173fca'
    Eg. https://businesscentral.dynamics.com/?page=2503&filter='ID' IS 'fcd8802c-0ec2-491f-afc4-d55e37173fca'
  2. (optional) Choose the environment where you want to install the extension.
  3. Choose the Language and click Install. You can close this page.

Task 2: Register a Microsoft Entra application for authentication to Business Central

Complete these steps to create a Microsoft Entra application for service-to-service authentication in Business Central. This application is the ‘service-user’ for Silverfin.

  1. Sign in to the Azure portal.
  2. Register an application for Business Central in Microsoft Entra tenant.
    • Name = Eg. Silverfin
    • Supported account types = Select either Accounts in this organizational directory only (Microsoft only - Single tenant) or Accounts in any organizational directory (Any Microsoft Entra ID directory - Multitenant).
    • (optional) Redirect URI = Eg. Web https://businesscentral.dynamics.com/OAuthLanding.htm. This setting is only required if you want to use the Business Central web client to grant consent to the API (see task 3). Otherwise, you can grant consent using the Azure portal.
    When completed, an Overview displays in the portal for the new application. Copy the Application (client) ID of the registered application. You'll need this later.
  3. Create a client secret for the registered application as follows:
    • Select Certificates & secrets > New client secret.
    • Add a description, select a duration, and select Add. Copy the secret's value for use in your client application code. This secret value is never displayed again after you leave this page. You'll need this secret and due date later.
  4. Grant the registered application API.ReadWrite.All permission to the Dynamics 365 Business Central API as follows:
    • Select API permissions > Add a permission > Microsoft APIs.
    • Select Dynamics 365 Business Central.
    • Select Application permissions, select API.ReadWrite.All then select Add permissions.
    • (optional) Grant admin consent on each permission by selecting it in the list, then selecting Grant admin consent for . This step isn't required if you'll be granting consent from the Business Central web client in task 3.

Task 3: Set up the Microsoft Entra application in Business Central

Complete these steps to set up the Microsoft Entra application for service-to-service authentication in Business Central.

  1. In the Business Central client, search for (Alt+Q) Microsoft Entra applications and open the page.
  2. Select New. The Microsoft Entra application Card opens.
  3. In the Client ID field, enter the Application (Client) ID for the registered application in Microsoft Entra ID from task 2.
  4. Fill in the Description field. Eg. Silverfin.
  5. Set the State to Enabled.
  6. Assign permissions to objects as needed. Add CFLBOCOUNTSILVERFIN permission set to have access to the BoCount Dynamics Silverfin objects. You will also need to assign the necessary default permission set(s) to the user to be able to login to Business Central.
  7. (optional) Select Grant Consent and follow the wizard. This step will grant consent to the API. This step is only required if you haven't granted consent from the Azure portal in task 2. You can only complete this step if you've configured a redirect URL in the registered Microsoft Entra app.

Task 4: BoCount Dynamics Silverfin Setup Wizard

  1. In the Business Central client, search for (Alt+Q) BoCount Dynamics Silverfin Setup Wizard and open the page.
  2. In the second page of the wizard, provide the Application (client) ID of the registered application, client secret and due date. These are the values you copied from task 2.
  3. The wizard will check the connection for Silverfin. If everything is working well, you will see the necessary parameters you can provide in the Silverfin BoCount Dynamics ODataV4 connector.