What this article covers
Microsoft Dynamics 365 Business Central–specific setup, configuration, and FAQs. For general Sources behaviour (connection status, sync schedule, manual refresh, common imports FAQ), see Sources overview.
Requirements
A Microsoft Dynamics 365 Business Central — cloud subscription. On-premise versions of Dynamics 365 are not supported.
A Microsoft Azure / M365 account with sufficient permissions to grant third-party apps (like Finstack) access to your company data.
How do I set up a Microsoft Dynamics 365 Business Central connection?
In Finstack, go to Setup → Sources and click + Add source (top right).
Select MD365BC from the list.
Sign in with your Microsoft Azure / M365 account and authorize Finstack to access Dynamics 365.
Select the companies/entities to sync, choose automatic imports, and click save.
Click Import to trigger the first sync.
For general connection mechanics (status, refresh schedule, manual sync), see Sources overview.
FAQ
Which Microsoft Dynamics 365 license do I need?
You need the cloud-hosted version of Dynamics 365 Business Central. On-premise licenses are not compatible with this integration. If you're on on-premise, the alternative is to load actuals via Excel or CSV uploads.
Why am I seeing a sign-in error (client_id / "trouble signing you in")?
This typically means the Microsoft Azure app registration isn't set up correctly on the Dynamics side. Reach out via the chat interface within Finstack — we can guide you through the required Azure configuration.
My import succeeded but no data appears — what should I check?
Confirm you selected the correct company/entity during setup.
Verify your Dynamics user has sufficient permissions to read transactions, accounts, and master data.
Check that G/L accounts have an Account Category set in Business Central; accounts without one are not imported (see the FAQ below).
A G/L account exists in Business Central but is missing in Finstack
Finstack reads the Account Category field on the G/L Account Card in Business Central, not the Income/Balance field. If Account Category is empty, the account is not imported and will not appear in the mapping section (Setup → Mapping).
To fix this, open the account in Business Central (G/L Account Card), set the Account Category, and the account should follow with the next import.