Dynamics 365 Business Central

Last updated: April 21, 2026


PREREQUISITES

  • The user must have the administrator permissions to enable the connexion

  • The user must use the Online version of Business Central, the "On Premise" version is not supported by the connexion

  • Depending on your use case, the user might have to install the extension and some additional configuration (see extension section below)

CONNECTION

Step 1: Choose a name for your connection

Step 2: Choose whether to enable the analytical accounting data exchange (OPTIONAL)

Step 3: Deferral Codes (OPTIONAL)

If this option is visible, the integration with Business Central supports deferral codes when creating sales and/or purchase invoices. Select Active to enable this support. Once activated, an additional dropdown menu will appear on the next page of the setup process, allowing you to select the deferral template to apply when creating invoices that require revenue or expense deferral.

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Step 4: Click "Authorise" to finalise the connection.

AUTHENTIFICATION

You will be redirected to a Microsoft Dynamics login page to authenticate your account.

CONFIGURATION

Step 1: Select the environment you wish to connect

Step 2: Select the company you'd like to activate the integration for

Step 3: Select the deferral template to use when recording deferred revenues and/or expenses on created invoices (OPTIONAL)

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Step 4: Click "Submit" to finalise the integration configuration

EXTENSION

The Chift extension for Dynamics 365 Business Central is designed to expose additional data that is not available through Business Central's standard API. It does not modify or create new behaviour within Business Central but enhances the existing capabilities by providing access to more data and functionalities. The extension is only available when you have access to the Microsoft AppSource. The extension file cannot be shared for on-premise installations on environments not having access to the Microsoft AppSource.

Installation

The Chift extension can be easily installed from the Microsoft AppSource store. Follow these steps to install the extension:

  1. Navigate to the Chift extension page on Microsoft AppSource.

  2. Click on the "Get it now" button.

  3. Follow the on-screen instructions to complete the installation.

The installation process is straightforward and typically requires just one click.

Configuration

For supplier creation

Creating a supplier invoice requires posting groups to be setup on the supplier. Business Central does not allow Chift to set the Posting Group when creating a vendor. This needs to be configured manually or set using templates.

To create a template :

  1. Navigate to “Configuration templates” from within your Busines Central app

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  1. Create a new template by clicking on “ + New”

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  1. Set the “Table Id” field to “Vendor” (23)

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  1. Start adding fields to default by clicking on the first empty cell in the “Field Name column”

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  1. Search for the fields linked to “Posting Groups”

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  1. Make sure the following fields are filled in with the correct default value : “Gen. Bus. Posting Group” , “VAT Bus. Posting Group”, “Vendor posting Group”

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To use the template when creating a vendor from the API, you need to add the template to the API Setup. (see "API Setup" below)

For customer creation

Similarly, when you wish to create customers and invoices via the API, the following template need to be configured :

  1. Navigate to configuration templates, and create a new template

  2. Set the “Table Id” field to “Customer” (18)

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Add the fields :Customer Posting Group, Gen. Bus Posting Group, Payment Terms Code & Payment Method Code, and their default value

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The "Payment Method Code" and "Payment Terms code" is only mandatory for ES customers

API Setup

Link the configuration template(s) to an API Setup to automate the use of that template

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Table ID : 18 for Customers, 23 for Vendors.

Page ID :

  • Search "Customer" and choose "Customer Posting Group" for Customers.

  • Search "Vendor" and choose "Vendor Posting Group" for Vendors

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Each configuration template can be linked to an API Setup that can be triggered based on some conditions (e.g. specified country of the vendor). You can setup multiple configuration templates and link each template to a specific condition

Compatibility

Available with Business Central version 23 and higher. The extension is only available when you have access to the Microsoft AppSource. The extension file cannot be shared for on-premise installations on environments not having access to the Microsoft AppSource.

Update

The extension evolves over time to add new features. To update the extension to benefit from the last version you need to follow the steps below:

  1. Go to the "Admin Center"

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  2. Select the environment in which you want to update the extension

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  3. Go to the "Apps" menu

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  4. Select App Type "Global" and click on "Install Update" on the Chift extension (if any update is available)

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