Connect Dynamics 365 Business Central
XCubes reads a Business Central online company through Microsoft's finance reporting API. You sign in with your own Microsoft account; XCubes then reads the data your BC permissions allow.
What it reads
- General ledger entries — every posted line, with one
dim:column per dimension (for exampledim:DEPARTMENT,dim:PROJECT) holding the value code. Map these straight onto cube dimensions. - G/L budget entries — the same shape, for budget vs actual.
- Chart of accounts — with category, type and parent account.
- Dimension values and accounting periods.
Customer and vendor ledgers, and on-premises Business Central, are not supported.
Connecting
- In the project's Integrations area choose Add integration → Business Central and click Connect with Microsoft.
- Sign in with the Microsoft account you use for Business Central.
- Back in XCubes, pick the Environment and the Company, then the data to import, and map the columns.
"Needs admin approval"
Many organisations do not let users approve new applications themselves. If
Microsoft shows that message, XCubes displays a link to send to your
Microsoft administrator. They open it, sign in, and approve XCubes once for
the whole organisation; you then click Connect with Microsoft again.
Administrators can also approve in advance by opening
https://login.microsoftonline.com/organizations/adminconsent?client_id=<XCubes client id>
— ask support for the id.
The Microsoft consent screen currently shows XCubes as an unverified
publisher: Microsoft's publisher verification needs a registered legal
entity, which XCubes does not yet have. The request is still the same
read-only use of your Business Central data, and the permission shown
(Financials.ReadWrite.All) is the only one Microsoft offers for it; XCubes
never writes to Business Central.
Refresh behaviour
Refreshes are incremental: only entries modified since the last run are read, and each entry is matched by its id, so a dimension corrected on a posted entry updates the cube. Business Central never deletes posted entries. Budget lines deleted in BC are not removed from the cube: to drop them, delete the integration and connect it again. Changing the environment, company or data to import on an integration starts it over from a full read.
Licensing and access
Your own Business Central licence covers the refresh. XCubes reads with your permissions; it never writes to Business Central. If your password changes or the approval is revoked, the next refresh fails with a "reconnect" message; delete the integration and connect it again (its mapping has to be set up afresh).