Business Central - Integration Setup

Martus provides an API integration to MS Dynamics 365 Business Central.  

The below provides configuration instructions and a list of values you will need for this integration (including Client Secret, Application (client) ID, Directory (tenant) ID, and Company Name).  

Set Up SSO/Service to Service

1. Go to the Azure Portal.
2. Go to Active Directory.
3. Go to Enterprise applications.

Create Your Own Application

1. Click New application.
2. Click Create your own application.
3. Enter an app name of your choosing. This is only shown in the Azure Portal and Office365 App List, and does not impact Martus. (for example: Marus App)

Set Up SAML

1. Go to Single sign-on and click SAML.
2. You will be shown the SAML-based Sign-on configuration screen.
3. The Basic SAML Configuration panel in the top right will have values that are required.  
4. Click on the Edit button to enter the following values, and then click Save.

• The Identifier must be: https://martus.app
• The Reply URL must be: https://login.martus.app/saml

Optional - For clients who want to use Martus’s SSO, complete step below otherwise Skip to the next step

1. Download Federation Metadata XML. You will upload it into Martus on the Setup > SSO screen.
2. Click on Properties to obtain the User Access URL. You will need to paste the User Access URL into the Login URL field on the Setup > SSO screen within Martus.  This is used by Martus to automatically send a user configured for SSO to the Azure portal for authentication when they try to log in to Martus directly.
3. Go to Users and groups to give your Azure Active Directory users access to the Martus Enterprise Application.  Note that all users must also be set up in Martus, as those settings determine their permissions within Martus. 

How To Get Your Application (client) ID, Director (Tenant) ID and Secret

1. Add and save a Client Secret.
2. Click Overview in the menu.

●    Copy the Application (client) ID

●    Copy Directory (tenant) ID

You will need all 3 of these of these for the Martus kick off 

Set up Business Central

1. In the search bar, type “Entra”.
2. Click Microsoft Entra Applications.
3. Click 'New'

Grant Consent in Microsoft Entra Application Card

1. The Microsoft Entra Application Card will open.
2. Enter Client ID copied from the Azure Portal.
3. Enter the Description: Martus App
4. In User Permission Sets, add:
   1. D365 AUTOMATION
   2. EXTEN. MGT. - ADMIN
   3. D365 READ
   4. Sylogist Mission ERP Only: BASIC FINANCIALS NVG
   5. MEM Only (Multi-Entity Management): Add BSSI MEM Permission Set
5. Click 'Grant Consent'
6. Click 'Accept' 

How To Get Your Microsoft Entra Tenant ID and Environment

1. Click on the question mark to reveal the Help pane.
2. Click Help & Support under Other Resources.
3. In the 'Report A Problem' Section
   1. Copy the Microsoft Entra Tenant ID
   2. Copy the environment name (one is type and one is name - you need the name)

You should have collected the 

Microsoft Entra Tenant ID

 Environment

Application (client) ID

Secret

You will need these at kickoff to enter into Martus.