Business Central - Integration Features and Requirements

Overview of Integration Features

The integration includes these features:

• Sync accounts and dimensions from the accounting system – each weeknight via the nightly automated sync and ad hoc.
• Sync GL transactions from the accounting system each weeknight. The nightly sync updates the current and previous two full months. Ad hoc sync is available to allow the manual sync any desired range of months.
• Drilldown in Martus from standard financial summary reports to see transaction detail.
• Display of attachments associated with transaction detail for Purchase Invoices.
• Ability to pull existing budgets from the accounting system.
• Export of budget from Martus in a format optimized for import into the accounting system (Sylogist only).
• Display of vendor name on transaction detail.

Business Central Configuration

Business Central must be configured with the Business Central API v2.0.

Multiple Entities

Typically, any given Dynamics Business Central company file only includes a single entity. Accordingly, a multi-entity Dynamics Business Central customer would need multiple Martus instances.  Martus does not provide consolidation of multiple Martus instances. However, Martus supports integration with Binary Stream's MEM. With this integration, only one Martus instance is needed.

Authorization

Martus supports and prefers service-to-service authorization.

Overlays

The following overlays have been implemented and are supported:

• Wiise
• Tangicloud FUNDamentals
• Sylogist Mission

Additional overlays will be considered for support upon request.

Integration with Binary Stream's MEM (Multi-Entity Management)

Integration with MEM is supported.  Martus connects to the MEM company and provides consolidated reporting, consolidated budgeting, and transaction drilldown across all the Business Central entities companies within the MEM company.

Dimension Setup

As with any Martus configuration, the Implementation Consultant works with the customer to identify the dimensions that are important to budgeting and reporting.  (GL accounts are not considered dimensions, within Martus.) Martus can support whichever Business Central dimensions that the customer uses, up to the standard Martus maximum of eight. Dimension values must have names (not just numbers). If they do not have names, they will not be synced into Martus. With overlays such as Tangicloud FUNDamentals and Sylogist Mission, Martus also supports dimensions such as Fund that are defined within the overlay and treats those like any other dimension within Martus. 

GL Account Setup

GL accounts must be categorized in Business Central as Income or Expense, or they would not be synced into Martus. Additionally, balance sheet accounts must be categorized as Assets, Liabilities, and Equity. Accounts categorized as Cost of Goods Sold are classified in Martus as Expense accounts with the subtype of CostOfGoods.

Syncing Martus to Business Central

Martus will sync daily all GL accounts and dimensions, as well as actuals for the current and two previous full months, as is standard for Martus API Integrations.

Year-End Closing Entries

The Close Entry Document Nos (numbers) may be defined on the Setup > Dynamics screen. Martus ignores these transactions when calculating monthly totals and when providing transaction detail. These entries should be updated as needed.

Global Dimensions

Martus requires that all the Global Dimensions be identified in Martus. For the Sylogist overlay, the Fund must not be included in the Global Dimension list in Martus. 

Pulling Budgets from Business Central

Martus supports pulling existing budgets from Business Central. This feature requires that the Global Dimensions be identified within the Martus configuration.

Pushing Budgets into Business Central

The Business Central API does not support this, as of this writing. Therefore, to move a budget into Business Central, export from Martus, reformat as necessary, and import into Business Central.

Sylogist
There is a custom budget export for the Sylogist overlay that doesn't require any reformatting for import into Sylogist.

Statistical Accounts

Not yet supported.

Multicurrency

Not yet supported.

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.