Pre-Onboarding Checklist (Business Central)

use this checklist to get ready for your onboarding call having everything on hand will also help you if you decide to start the installation on your own confirm administrator access the same permissions are required for both the initial installation and every future re authentication if your connection ever needs to be re established, whoever performs it must meet all of the requirements below application minimum required permission where it lives microsoft entra id (formerly azure active directory) cloud application administrator directory role microsoft entra admin center business central license premium or essentials microsoft 365 admin center business central permissions super permission set, plus access to every company you intend to connect business central, users page note cloud application administrator is a directory role, not a security group copying another user's security groups will not grant it the role has to be assigned directly, or through an eligible role assignment in privileged identity management (pim) how to confirm you have the entra role sign in to the microsoft entra admin center go to identity > users > all users and select the user who will install or re authenticate select assigned roles confirm cloud application administrator appears in the list note if it does not appear, ask your microsoft administrator to assign it a global administrator can also perform the installation, but cloud application administrator is the least privilege role that works and is what we recommend how to confirm your business central access in business central, search for and open the users page find your user record and check the license type column reads premium or essentials confirm the super permission set is assigned if your organization has multiple companies, confirm your user has access to each company you plan to connect additional consent requirements some companies require admin approval or additional consent approvals when authenticating to business central please confirm that if this is something required for your company, there is a user eligible to approve available at the time of installation compatible business central version please verify that you are on the cloud (dynamics com) version of business central and that you are running version 24 or later the business central version can be found by selecting the (?) icon in the top right when logged in select help & support found under the other resources section scroll to find the troubleshooting section and observe the platform version for example, 21 0 53597 54893 describes a system on major version 21 for more information, visit the microsoft documentation on version numbers https //learn microsoft com/en us/dynamics365/business central/dev itpro/administration/version numbers support multiple companies if the organization has multiple companies, you should be utilizing multi entity management (mem) by binary stream if your organization has multiple companies and is not using mem, we can only support onboarding one company at a time if using mem, please note that users will not be able to write into the check ledger entries batch payments overwrite the "doc no " for check payments compatible third party solutions is your organization using any third party integrations or extensions? extensions that impact core cash management pages or vendor objects will likely cause conflicts there are known compatible solutions that include mem by binary stream and lanham (edi, e ship, e receive) note your approval processes if you have an invoice/payment approval process in business central, it may interfere with the plugin's expected behavior please identify this early so we can determine the correct testing scenarios to ensure the plugin works alongside their specific approval workflow using business central's remit feature using business central's remit to code on a bill does not impact the success of the payment however, the plugin does not pick up the specific remit address, nor does it update the vendor card the payment will still be issued to the address on the vendor card, rather than the address added to the bill configure payment journals does every company within the production environment have a payment journal configured? if any company lacks a configured payment journal, the plugin installation will fail—even if you only intend to use bank feeds please confirm this for each company before installation review known limitations please review the following limitations to ensure they align with your business needs multiple extensions or scheduled jobs microsoft limits the number of api calls a single user can make within a specific time range if the client has multiple extensions or scheduled jobs making a high volume of api calls, they may conflict with the plugin we highly recommend testing in a sandbox with all extensions and scheduled jobs running to ensure full compatibility credit memos credit memos cannot be applied at the time of payment via the plugin to have credits appear at the time of payment, please apply the credit memo to the posted purchase invoice before making the payment this can be done through the vendor ledger entries or by using the applies to doc no method azure government cloud the plugin is not hosted on azure and currently does not meet azure government cloud requirements support for non ap payments the plugin currently only supports payments to posted purchase invoices other payment types (e g , customer refunds, employee expenses) are not supported confirm hardware & software requirements browser support (minimum versions) chrome 65 firefox 66 safari 12 edge 79 operating systems (minimum versions) windows 7 macos el capitan minimum screen resolution 1200x800pxwho can install or re authenticate the plugin layer what is required where it lives microsoft entra id (formerly azure active directory) cloud application administrator directory role microsoft entra admin center business central license premium or essentials microsoft 365 admin center business central permissions super permission set, plus access to every company you intend to connect business central, users page important cloud application administrator is a directory role, not a security group copying another user's security groups will not grant it the role has to be assigned directly, or through an eligible role assignment in privileged identity management (pim) how to confirm you have the entra role sign in to the microsoft entra admin center at entra microsoft com go to identity > users > all users and select the user who will install or re authenticate select assigned roles confirm cloud application administrator appears in the list if it does not appear, ask your microsoft administrator to assign it a global administrator can also perform the installation, but cloud application administrator is the least privilege role that works and is what we recommend \[screenshot placeholder assigned roles view with cloud application administrator highlighted] how to confirm your business central access in business central, search for and open the users page find your user record and check the license type column reads premium or essentials confirm the super permission set is assigned if your organization has multiple companies, confirm your user has access to each company you plan to connect