Dynamics 365 Business Central - Expense Management App Help
Expense Management App Setup Guide
Connect the Expense Management App with Microsoft Dynamics 365 Business Central by configuring an application in the Microsoft Azure Portal, assigning the required API permissions, and setting up access in Business Central.
Connect the app securely
To connect the Expense Management App with Microsoft Business Central, first create and configure an application inside the Microsoft Azure Portal. This enables communication between the app and Business Central using authorized credentials.
Follow the setup steps
Work through each step in order. Keep the IDs and secret value securely available for the app configuration process.
Open Azure Portal
Navigate to the Microsoft Azure Portal. Use the search bar at the top to find Microsoft Entra ID (previously known as Azure Active Directory). Select it to open your organization’s identity and application management settings.
Find your Tenant ID
In Microsoft Entra ID, open the Overview page. Find the Tenant ID, which uniquely identifies your directory. Copy it and store it securely; you will need it when configuring the app.
Register a new application
From the left-hand menu, open App registrations and select New registration. Enter a meaningful name, such as “Expense Tracker App.” Keep the default account type unless your setup requires something different, then select Register to create the application.
Get your Client ID
After registration, the application’s overview page displays identifiers including the Application (Client) ID and Directory (Tenant) ID. Copy the Client ID; it identifies your app when it communicates with external services.
Create a Client Secret
Open Certificates & secrets in your registered application and create a new client secret. Add a description and select an expiration period. After saving, copy the generated Client Secret Value and store it securely. The value will not be visible again after you leave the page.
Add API permissions
Open API permissions, choose to add a permission, and select Dynamics 365 Business Central. Choose Application permissions rather than delegated permissions, then enable the permissions required for the app to interact with Business Central data.
Grant admin consent
In the API permissions section, select Grant admin consent to activate the permissions you assigned. Without admin consent, the selected permissions will not take effect and the application may not function correctly.
Assign access in Business Central
Open Microsoft Dynamics 365 Business Central and confirm that a user account is configured with the necessary roles and permissions to access financial data and APIs. The app relies on this access for operations such as fetching and posting expenses.
Final setup checklist
Before integrating the app, confirm that each required value and permission is in place. Missing setup items may cause connection failures.
- Tenant ID collected and stored securely
- Application (Client) ID copied
- Client Secret Value saved securely
- Required Business Central API permissions assigned
- Admin consent granted for the selected permissions
- Business Central user configured with appropriate access
Ready to complete your connection?
Review the setup steps and final checklist to ensure your Azure application and Business Central access are configured before connecting the app.