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If you wish to set up Microsoft Dynamics 365 Business Central on the RootFi Portal, you will need to follow the steps outlined below.
You will need to have verified your company domain in order for you to link your Microsoft Dynamics 365 Business Central integration
1

Create an App

Follow the link https://portal.azure.com/#view/Microsoft_AAD_RegisteredApps/ApplicationsListBladeClick on the +New Registration, you will see a form like this.
  1. Enter the user-facing display name for this application (this can be changed later).
  2. Select Supported account types: Select Accounts in any organisational directory (Any Azure AD directory - Multi-tenant) and personal Microsoft accounts (e.g. Skype, Xbox). This allows RootFi to access data in Dynamics 365 Business Central.
  3. In the Redirect URI, select the dropdown value as Web and in the value, paste the url, ROOTFI CALLBACK URL
  4. Now Click the Register Button, now you have created an app.
  5. Below, You can see the newly created app.
2

Copy Client ID and Client Secret

  1. Click on the newly created app, Go to the Overview section, you can see the Application Client ID. Client ID MS Dynamics
3

Generate and retrieve your client secret

In the Azure Portal:
  1. Select Certificates & secrets in the left menu.
  2. Under Client secrets, click New client secret.
  3. In the Add a client secret dialogue, update the following information:
  4. Description: Enter a short description of your client secret to make it easier to find.
    Expires: Select the most appropriate option that complies with your company’s security policy.
    Click Add.
Your client secret is generated and displayed at the bottom of the page.
Important The secret value won’t be displayed again in full, so you must copy the value as soon as it gets generated.
4

Update access permissions

Now update the access permissions for your application. These control the data that your app can access in Business Central.
  1. Select API permissions in the left menu.
  2. Under Configured permissions, click Add permission.
  3. In the Request API permissions pane, scroll down and select Dynamics 365 Business Central.
  4. Select Application permissions and also select the listed permissions:
    AdminCenter.ReadWrite.All, API.ReadWrite.All, app_access and Automation.ReadWrite.All. Permissions
  5. Click ‘Add Permissions’.
  6. Above the listed permissions, select Grant admin consent for Default Directory and then select Yes to confirm your change. This option might not be available for all subscription types Permissions Grant
5

Enable the App Inside Business Central

To complete your setup, enable the Azure Entra App from within Business Central:Navigate to the following link and sign into https://businesscentral.dynamics.com
  1. Click the search icon (🔍) in the top-right corner, search for “Entra”, and click Microsoft Entra Applications: Search Entra Applications
  2. Click New. Create New Entra
  3. In the form that appears, paste your Client ID into the Client ID / App ID field. Fill Entra App Form Fields
  4. From the State dropdown, select Enabled.
  5. Scroll down to the permissions section and assign Administrator access. Enable Administrator Permission
  6. Click Save to apply the changes. Save Entra Form
  7. Your Azure App is now authorized inside Business Central and ready for use with RootFi.
6

Get Tenant ID and Env Name from Admin Center

You will need to enter your Client Credentials, Tenant ID and Env name in the RootFi connect screen.
  1. To get the Tenant ID and Env name, navigate to the BC dashboard, click on settings and then click on ‘Admin Center’. Client ID MS Dynamics
  2. Select the environment you want to connect. Client ID MS Dynamics
  3. Copy the name of the environment and the tenant id from the URL. Use the following pattern to get the tenant ID of your Business Central: https://businesscentral.dynamics.com/[TENANT_ID]/[ENVIRONMENT_NAME] Client ID MS Dynamics