Connect Dynamics 365 Finance
You paste the address you open Dynamics 365 Finance with, sign in with your Microsoft work account and pick the legal entity. Docentra then reads your booked supplier invoices and can see what has been paid.
Who does it: You, in about three minutes. In many organisations, your IT administrator must approve Docentra once first.
Before you start
- A Microsoft work account that can see vendors and vendor transactions in Dynamics 365 Finance. Docentra sees only what the account sees.
Steps
Copy the address of Dynamics 365 Finance
Open Dynamics 365 Finance in your browser and copy the address. Docentra uses only the first part, up to dynamics.com, so it doesn't matter which page you are on.
Paste the address into Docentra
In Docentra, open Settings › Accounting system, choose Connect next to Dynamics 365 Finance, paste the address and choose Connect.
Sign in with Microsoft and approve Docentra
Pick the work account you use for Dynamics 365 Finance, and choose Accept.
If Microsoft says “Need admin approval” or “Approval required”, see “If your IT administrator has to approve Docentra” below.
Pick the legal entity
If you have several legal entities, Docentra asks which one to read. Pick it.
If your IT administrator has to approve Docentra
In many organisations, only an administrator can approve a new app. Microsoft then doesn't show the approval, but says “Need admin approval” or “Approval required”. “Approval required” comes with a button to ask for approval. Send this page to your IT administrator.
Docentra asks for access to Dynamics 365 Finance as the person who connects. It also asks to keep that access, so it can read when no one is signed in. It asks for nothing else.
If someone asked for approval
If the person connecting chose Request approval, the request is in the Microsoft Entra admin center (entra.microsoft.com), under Enterprise apps › Admin consent requests › My Pending. Open the request and approve it.
Otherwise, grant consent for the organisation
Once someone has tried to connect, Docentra is listed under Enterprise apps › All applications. Open Docentra, go to Security › Permissions and choose Grant admin consent. This needs one of the roles Cloud Application Administrator, Application Administrator or Privileged Role Administrator.
A Global Administrator can also choose Connect in Docentra themselves, tick “Consent on behalf of your organization” and then choose Accept.
Connect again
Once Docentra is approved, the person connecting chooses Connect in Docentra again. Microsoft no longer asks for an administrator.
What the access allows
Microsoft doesn't offer apps read-only access to Dynamics 365 Finance. Docentra sees only what the person who connected can see.
Docentra only reads. It never creates, changes or deletes anything in your system.
Docentra doesn't get the invoice documents from Dynamics 365 Finance. Forward the invoices to Docentra by email, or upload them.
Removing access
In Docentra: open Settings › Accounting system and choose Disconnect. The booked entries are removed from Docentra, but invoices Docentra has already read stay.
At Microsoft: the person who connected can remove Docentra in the My Apps portal (myapplications.microsoft.com). Open the “…” menu next to Docentra and choose Manage your application › Revoke Permissions. An IT administrator can delete Docentra in the Microsoft Entra admin center, under Enterprise apps › Docentra › Properties › Delete.
If something goes wrong
- Microsoft says it doesn't know the address
- Copy the address again from the browser while Dynamics 365 Finance is open. The first part of the address ends in dynamics.com.
- Microsoft says “Need admin approval” or “Approval required”
- In your organisation, only an administrator can approve new apps. See “If your IT administrator has to approve Docentra” above.
- “Connecting was cancelled”
- You cancelled, or closed the page before you were done. Choose Connect again.
- “Another accounting system is connected”
- Docentra reads only one accounting system per company. Disconnect the other system first, then connect this one.