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Business Central Integration

A guide to configuring a Dynamics 365 Business Central Integration in Entra ID, Business Central and Calxa.

Shem Bogusz avatar
Written by Shem Bogusz
Updated today

Before you can add a Business Central organisation to your Calxa workspace, it's essential to first establish a secure integration between your Business Central tenant and Calxa subscription. Calxa connects to Business Central using Service-to-Service (S2S) Authentication. This guide will walk you through the secure connection setup requirements in both Business Central and Calxa.

💡Prerequisites

Review Calxa and Business Central help article for more details on prerequisites and best practices for a smooth integration. The following list summaries the prerequisites.

Business Central Integration in Calxa

  1. Navigate to the Calxa Admin portal
    If you are in a Calxa workspace navigate to:
    ​Settings -> Billing & Admin -> Manage Organisations
    ​

  2. Select Enterprise integrations from the left navigation

  3. Click ADD NEW INTEGRATION

    Add New Integration in Calxa Enterprise Integrations

  4. Select Business Central and click SET UP NOW

  5. Select Business Central or Wiise as the API Endpoint based on the product you have then click NEXT STEP

Register an Application in Entra ID

Note: 💬 For the official Microsoft Documentation see:
​Register an application in Microsoft Entra ID.

The following steps represent the Calxa specific requirements.

  1. Sign in to the Microsoft Entra admin center

  2. If you have access to multiple tenants, use the Settings icon in the top menu to switch to the tenant in which you want to register the application

  3. Navigate to Entra ID -> App Registrations

  4. Click New registration

  5. Enter the following properties:

    1. Name: Business Central to Calxa Integration
      ​The name of the application in Entra ID. You can specify any descriptive name you prefer.

    2. Select account types: Accounts in this organizational directory only

      Entra ID app registration form

  6. Click Register

  7. On the Overview menu copy the values from the following properties
    (keep for use in next steps)

    1. Application (client) ID

    2. Directory (tenant) ID

      Client ID and Tenant ID in the Entra ID app registration

  8. Switch back to the Calxa Admin Portal

  9. Enter the following properties copied in the previous step

    1. Directory (tenant) ID

    2. Application (client) ID

  10. Click NEXT STEP

Entra ID Client Secrets

  1. Switch back to the Microsoft Entra admin center

  2. Select Certificates & Secrets from the left menu

  3. In the Client Secrets tab click New client secret

  4. Enter the following properties:

    1. Description: Calxa Client Secret
      ​Description will be shown in the list of secrets. You can specify any descriptive name you prefer.

    2. Expires: 365 Days (12 Months)
      ​​This value determines how long the integration remains active without further user interaction. We recommend setting it to 365 days to minimise manual overhead. However, you can specify a shorter expiry if you prefer more frequent reviews by an Administrator and wishes to rotate client secrets regularly for enhanced security.

      New client secret form in Entra ID app registration

  5. Click Add

  6. Copy the Value (keep for use in next steps)

    Client secret value in Entra ID app registration

  7. Switch back to the Calxa Admin Portal

  8. Enter the following properties:

    1. Client secret (value): value copied in the previous step

    2. Secret expiry (days): value chosen in the previous step

      Client secrets in Calxa

  9. Click NEXT STEP

Entra ID API Permissions

  1. Switch back to the Microsoft Entra admin center

  2. Select API Permissions from the left menu

  3. Click Add permission

  4. Under Microsoft APIs tab select Dynamics 365 Business Central

  5. Select Application permissions and include the following permissions

    1. AdminCenter.ReadWrite.All

    2. API.ReadWrite.All

      Admin Centre and API permissions in app registration

  6. Click Add permissions

  7. Click Grant admin consent for the Default Directory

    Grant admin consent in Entra ID app registration

  8. Click Yes to confirm granting admin consent

Microsoft Entra Application in Business Central

  1. Sign into your Business Central tenant

  2. Search for Microsoft Entra Applications and open the page

    Searching for Microsoft Entra Applications in Business Central

  3. Clik New to add a new Entra Application

  4. Enter the following properties:

    1. Client ID: copied in Register an Application in Entra ID -> Step 7

    2. Description: Business Central to Calxa Integration
      ​Description will be shown in the list of applications and will be created as a user for audit purposes. You can specify any descriptive name you prefer.

    3. State: Enabled
      If prompted to confirm the creation of a user by this name, click Yes.

  5. Add the ADMINISTRATOR Permission Set

    Microsoft Entra Application Card in Business Central

  6. Switch back to the Calxa Admin Portal

  7. Check the box to confirm you have added the Entra ID app to Business Central

    Confirmation of adding the Entra ID Application to Business Central

  8. Click NEXT STEP

Manage Extension Permission in Business Central

Note: 💬 The Extension Management - Admin permission set is required to install extensions in Business Central. If you already have this permission set, you may skip these steps.
​
For the official Microsoft Documentation on managing permissions see:
​Define granular permissions - Business Central | Microsoft Learn

  1. Switch back to the Business Central Tenant

  2. Search for Users and open the page

    Search for Extension Management menu in Business Central

  3. Click on the user you want to add the permission to

  4. Click New line to add a new permission set

    New line button in User Card form in Business Central

  5. Click the ellipsis in the new line to open the Permission Set Lookup

  6. Find and select the EXTEN. MGT. - Admin permission set and click OK

    Permission set lookup showing the "EXTEN. MGT. - ADMIN" permission set

Install Extension in Business Central

  1. Switch back to the Calxa Admin Portal

  2. Click DOWNLOAD to download the extension package

    Download button for the Business Central API extension

  3. Switch back to the Business Central Tenant

  4. Search for Extension Management and open the page

  5. Click Manage and select Upload Extension

    Manage and Upload extensions buttons in Business Central

  6. In the Select .app file field browse and find the file downloaded from Calxa in the previous step 2

  7. Toggle the Deploy confirmation and click Deploy

    Upload and Deploy Extension dialog in Business Central

  8. Extension Installation can take a few minutes. Search for Installation Status and open page to view extension installation progress.

    Search for installation progress

  9. When Status shows as Completed, continue to the next step.

    Installation Status = Completed

  10. Switch back to the Calxa Admin Portal

  11. Check the box to confirm you have installed the extension in Business Central

    Confirmation checkbox in Calxa for installing extension in Business Central

  12. Click NEXT STEP

  13. The final step runs an automatic check to confirm everything is set up correctly. If successful, you’ll see a Connected message.


    If there’s an error, revisit the earlier steps to make sure all settings are correct.

    Business Central Integration in Calxa with successful test connection.

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