Overview
Connect Business Central to OneUp using your Microsoft account. You'll be asked to sign in to Microsoft and approve access to your data.
🔒 You'll need to be a Microsoft Dynamics 365 Global Administrator to connect the integration and approve access to your data.
What next?
Choose the option that applies to you:
If you're onboarding with an Implementation Engineer, you'll receive a connection link after your first call with us.
If you're using our self-serve setup flow, you'll be prompted to connect Business Central after selecting it from the list of available integrations.
If you're reconnecting an existing integration, follow the steps below.
Reconnecting Business Central
In OneUp, click the Settings icon next to your profile picture and select Platform Settings.
Select Integrations in the left-hand menu.
Find Business Central and click the 🔒 icon.
Click Connect.
Sign in using your Microsoft account when prompted.
Review and approve the permissions requested by Microsoft.
Check the connection
Once connected:
The integration status will show as Authenticated.
Data will begin syncing into OneUp.
Your users, activity and performance data will start appearing throughout the platform.
Troubleshooting ✨
I don't have permission to connect the integration
Only Microsoft Dynamics 365 Global Administrators can authorise the connection between Microsoft Dynamics 365 and OneUp.
If you're unable to complete the connection process, contact your Microsoft Dynamics 365 administrator and ask them to complete the setup or grant the required permissions.
I'm seeing a permissions or admin consent error
Only users with Global Administrator permissions can approve the access requested by OneUp.
If you're seeing a message indicating that approval is required, a Global Administrator will need to grant consent for the OneUp application before the connection can be completed.
If you're unsure how to do this, contact your Microsoft Dynamics 365 administrator or our Support team.
My data isn't appearing in OneUp
The initial sync can take some time to complete. If the integration shows as connected but no data has appeared after 24 hours, contact our Support team.