# Dynamics 365 Business Central Integration

Get answers to all of your questions regarding Brex

**URL Source:** https://www.brex.com/support/dynamics-business-central-integration

---

## Overview

Connecting your Brex account to Microsoft Dynamics 365 Business Central can streamline accounting, reduce errors, and eliminate manual data entry. Key benefits include:

- **Simplified accounting control**: Tag expenses with dimension codes before exporting.
- **Accurate data transfers**: Send expenses, receipts, and memos directly from Brex to Business Central.
- **Reduced manual work**: Create rules and mappings to categorize transactions automatically.
- **Aligned vendor data**: Link Brex merchants to Business Central vendors for consistency.

To get started, please contact Brex Support.

## Set up Microsoft Entra Oath authentication

Before connecting your Brex account to Microsoft Dynamics 365 Business Central, ensure you have set up Microsoft Entra Oath authentication to provide Brex with the credentials. This step allows Business Central to access your company data by granting the necessary permissions. You will create the authentication in Microsoft, creating three credentials: client ID, client secret, and tenant ID. Please record these as you proceed.

### Register an app in Microsoft Entra

**Step 1: **In the Microsoft Entra portal, choose _Enterprise Applications_ _> + New Application._

![[HC] Dynamics 365 Business Central integration](https://brand.brex.com/m/7bd4b558f0ead5c2/webimage--HC-Dynamics-365-Business-Central-integration.jpg)

**Step 2:** Select _Create your own application_. You will be asked to include the following information for registration:

- Assign a descriptive name that clearly indicates its purpose, such as _Brex Integration_.
- Under _Supported Account_ types, select the first option for _Single_ tenant.
- On the _Redirect URL_, select _Web _and input the following URL: https://businesscentral.dynamics.com/OAuthLanding.htm
- Click _Register_**.**

**Step 3:** You will now have access to a _client ID_ and _tenant ID_. Ensure to copy both values for the setup within Brex.

**Step 4: **From the side panel, go to _API Permissions_ and select _Add a permission_.

**Step 5: **From the list of _Request API Permissions_, select _Dynamics 365 Business Central_ > _Application permissions_. Make sure the following permissions are checked.

- App_access
- AdminCenter_ReadWrite.All
- API_ReadWrite.All
- Automation.ReadWrite.All

**Step 6:** Make sure to _Grant admin consent _for the permissions added by clicking on it next to _Add a permission_.

**Step 7: **Navigate to _Certificates & secrets_ and select _+ New client secret_. Fill in the _Description_ with an easily identifiable description, such as _Brex Integration_, and set the expiration date. We recommend setting the maximum time, as you will have to refresh the client secret and update it in Brex once it’s expired.

**Note**: Ensure you copy the secret value right away, it will **only** be visible this time and will be needed for the setup in Brex.

You now have the client ID, client secret, and tenant ID, which are necessary to connect to Brex. To complete the setup, create a Microsoft Entra application in Business Central following the steps below.

### Register a Microsoft Entra app in Business Central

A Microsoft Entra application will act as the permission granter in Business Central. Follow these steps to complete the setup in Business Central:

**Step 1: **Log into Business Central as an administrator and search for Microsoft Entra Applications.

**Step 2:** Once selected, click _New_ and enter the _Client ID _of the app created in Microsoft Entra in the previous steps. Set the _State_ field as _Enabled_, and give a permission set or assign a user group.

**Note**: The _D365 BUS FULL ACCESS_ permission helps avoid integration errors with Brex. This provides full permission to read and write to Business Central.

If you didn't grant admin consent from Microsoft Entra, please grant permission during this step or in the _Grant Consent_ action.  


## Set up Dynamics 365 Business Central integration

You will need to set up two different Journal templates in Business Central and one Brex General Ledger account.  


**Step 1**: Go to _Finance > General Journals_.



**Step 2:** Press _+ New_ and input _Brex_ within the _Name_ field, the Brex Journal Entries under _Description, _and_ _GL Account under _Balance Account Type_ field, and make sure _Balance Account No_. field is empty.



**Step 3: **Go to _Cash Management > Payment Journals_.



**Step 4: **Press _+ New_ and input _Brex_ within the _Name_ field, the Brex Journals under _Description, _and_ _GL Account under _Balance Account Type_ field, and make sure _Balance Account No_. field is empty.



**Step 5: **Create a ‘Brex Card’ GL Account by navigating to _Finance > Chart of Accounts_.

## Set up the Brex integration in your dashboard

Now that you have completed the initial setup in Business Central, an admin, bookkeeper or any other users with the [specific product capability](https://www.brex.com/custom-roles) can finish the process from their Brex dashboard.

**Step 1:** In your dashboard, go to _Accounting_ and click _Connect_.

![Puzzle ERP 1](https://brand.brex.com/m/67b637628ad2c93a/webimage-Puzzle-ERP-1.jpg)

**Step 2:** Select_ Business Central_ and click _Continue_.

![Dynamics 2](https://brand.brex.com/m/4f37672fcd57f482/webimage-Dynamics-2.jpg)

**Step 3: **Input your Business Central credentials. You will need client ID, client secret, and tenant ID. Click _Connect_ when done.

![Dynamics 3](https://brand.brex.com/m/715d9573054c2803/webimage-Dynamics-3.jpg)

**Step 4: **Select the company you want to connect to Brex. You will see a list of all available companies in your Business Central. You should select the company where you are spending on Brex.



**Step 5:** Click _Business Central settings_ and map your [GL accounts](https://www.brex.com/general-ledger-accounts) to indicate how we’ll export your transactions to Business Central. Map each category on Brex to the appropriate Business Central account type:

![Dynamics 4](https://brand.brex.com/m/24573a5f3b17e7cb/webimage-Dynamics-4.jpg)

- Accounts payable: Liabilities or Bank
- Personal expense receivable_:_ Assets or Liabilities
- Rewards: Income
- Manual Payments: Bank
- Reimbursement liability: Liabilities

## Additional Features

### Dimension codes

Brex bookkeepers, account admins, card admins, and any other users with the [specific product capability](https://www.brex.com/custom-roles) can also tag transactions with dimensions prior to exporting them to Business Central. Users with other role types can also tag dimensions on their own expenses. Admins and any other users with the [specific product capability](https://www.brex.com/custom-roles) can configure which dimensions users see via the [Fields Library](https://www.brex.com/accounting-fields).

When you export your expenses to Business Central, all dimension fields will populate based on your selections within Brex.



### Adding new dimension values to Brex

After adding new dimensions in Business Central, account admins, card admins, bookkeepers and any other users with the [specific product capability](https://www.brex.com/custom-roles) can update Brex with the latest Business Central data by going to _Accounting _> _Business Central settings. _From there, click on the three dots and click _Refresh_. You can also click on _Sync Settings _and turn on Autosync fields. This will automatically refresh your dimensions, GL Accounts, Vendors, Customers, Projects, and Locations once a day.  


## Exporting transactions to Business Central

For a step-by-step tutorial on how to prepare, review, and export your transactions to Business Central, read this [help article](https://www.brex.com/brex-dashboard-accounting-page).



Both card expenses and reimbursements will appear in Business Central as journal entries. Make sure you have created Brex journal templates by following the steps above.  


**Note: **Choosing CSV won’t automatically send the expense data to Business Central — they'll need to be added to Business Central manually. We’ll mark these transactions as exported to avoid duplicates the next time you export.



## Disconnect Business Central

You can disconnect Brex from your Business Central account if you no longer want to directly export expense data from Brex.  


**Step 1: **Log in to Brex and go to the _Accounting_ tab.  


**Step 2: **Click on _Business Central_ settings.



**Step 3:** Click on the three dots next to Business Central settings in the upper left corner and click _Disconnect_.



**Note: **If you reconnect to the same account, disconnecting your integration will not impact your mappings.  


## Troubleshooting

The following are some issues you may encounter when using your Business Central integration. If you still have trouble or don’t see your problem listed here, please reach out to Brex Support via your dashboard.

### Unable to see any transactions from Brex business accounts

The accounting tab in Brex today only supports card and reimbursement expenses. You can connect your Brex business account transactions through the bank feed in Business Central by following the steps in their [help article](https://learn.microsoft.com/en-us/dynamics365/business-central/bank-how-setup-bank-statement-service#to-enable-the-bank-feed-service).

### Unable to see some dimension values in the Brex dashboard

Please refresh your Business Central integration by following the steps outlined in the section regarding adding new dimension values.

### Fixing "Incorrect Credentials" Errors When Connecting to Business Central

If you've followed all the steps in the connection guide above and still see an incorrect credentials error, the problem is likely a custom environment name in Business Central.

By default, Brex assumes your environment name is "Production," since that's also Business Central's default. If your organization has renamed or created a custom environment, you'll need to enter that name in Brex instead.

**How to find your environment name:**

1. From the Business Central home page, select the question mark icon in the top-right corner.
2. Select _Help and Support_.
3. Scroll to the _Report Problem_ section at the bottom of the page.
4. Locate the environment name, shown in a format similar to:
   - Production (Production)
   - Custom Name (Sandbox)
   - SB123 (Sandbox)

### Enable Multi-Entity

Currently, we do not support multi-entity via Business Central direct integration. You can export your other entities’ transactions to a CSV and upload them to Business Central.