Use Chaser to better personalise, schedule and track your accounts receivables.
Table of Contents
- Getting started: Sign up for a free trial with Chaser
- Connecting Chaser to Dynamics 365 Business Central
- Choose your Chaser account settings
- How does Chaser's integration with Dynamics 365 Business Central work?
- Syncing Chaser with Dynamics 365 Business Central
- What information does Chaser pull from Dynamics 365 Business Central?
- Contacts
- Invoices
- Payment portal
- Using the Integration
- Troubleshooting
Getting started: Sign up for a free trial with Chaser
Before connecting to your Dynamics 365 Business Central account, take out a free trial by filling out the following short form: https://www.chaserhq.com/signup
Connecting Chaser to Dynamics 365 Business Central
Once you have filled out the free trial form, you can then start connecting Chaser to your Dynamics 365 Business Central account. Fortunately, it only takes 2 minutes, follow these steps:
- After filling out the form, the initial integration page will appear where you choose your accounting software. Click 'Dynamics 365 Business Central' and then click 'Connect with Dynamics 365 Business Central'.
- The Dynamics 365 Business Central page where you will need to log in to your Dynamics 365 Business Central account will appear.
- Click ‘Accept’ to install the Chaser extension in your Dynamics 365 Business Central account
- Choose the organisation you would like to connect to Chaser
- Click 'Select Company’ and Chaser will launch
- Chaser is now connected to Dynamics 365 Business Central and you can now choose your Chaser account settings
Choose your Chaser account settings
After connecting Dynamics 365 Business Central to Chaser, you can choose your Chaser account settings to tailor your accounts receivable process to suit your business’ needs best:
Complete the following settings to personalise your Chaser account:
- Confirm your business name that you would like displayed on your Chaser account
- Confirm your country
- Confirm your timezone
- Confirm your currency
- Confirm whether you would like to start chasing a few of your customers or all/most of your customers (this will decide whether customers are set to Chasing/Not Chasing, to begin with).
- Click 'Get Started'
How does the Chaser's integration with Dynamics 365 Business Central work?
After you authorize Chaser to access your Dynamics 365 Business Central account, Chaser is provided with a unique API token which allows access to the Organisation and Accounting data in your account. Once Chaser has the API token from Dynamics 365 Business Central, Chaser can request information to be pulled from your Dynamics 365 Business Central account. This is all done in real-time. Dynamics 365 Business Central’s API uses OAuth 2.0 to authenticate API tokens.
To have the most up-to-date data, we regularly pull Accounting data from your Dynamics 365 Business Central account. These syncs fetch data that has been created or updated since the last sync.
Syncing Chaser with Dynamics 365 Business Central
Chaser syncs with Dynamics 365 Business Central once every day and before payment reminder emails are sent out. This ensures that all information is current before Chaser emails are sent out.
You can also sync Chaser with Dynamics 365 Business Central at any time in the Chaser app by clicking the 'Sync now' button in the top right of your screen, should you require data to be synced immediately.
What information does Chaser pull from Dynamics 365 Business Central?
Contacts
Through the Dynamics 365 Business Central API, Chaser retrieves your contacts from your Dynamics 365 Business Central account. Chaser pulls through the email addresses, phone numbers, physical addresses and invoices associated with a customer contact in Dynamics 365 Business Central.
Go to the Customer page in Chaser by navigating to Receivables and then clicking on a relevant customer.
On the Receivables page, you can see the following information for a customer:
- Total overdue amount
- Total outstanding amount
- The schedule a customer is on
- Their status (whether or not they are set to Chasing)
Chaser pulls through all the email addresses under contact in Dynamics 365 Business Central. This means that you can have multiple recipients in Chaser. You can have a ‘Normal’ sender and an ‘Escalated’ sender. You can also get directed to the Customer page in Dynamics 365 Business Central by clicking the 3 dots on the right of the customer and clicking 'Edit in Dynamics 365 Business Central'.
Invoices
Chaser will pull all general ledger entries regardless of their document type directly from your Dynamics 365 Business Central account.
For invoice documents, Chaser will store the due date and the creation date from Dynamics 365 Business Central and use these to calculate how many days overdue an invoice is. In Chaser, on the Receivables tab under 'Invoices', you can see the due date of an invoice and the outstanding amount.
With the invoices, Chaser draws the due date and the creation date You can also navigate to the Sales Invoices page in Dynamics 365 Business Central from Chaser by going into the invoice page by clicking through an invoice in the Receivables tab and clicking the icon in the top right to 'View in Dynamics 365 Business Central'
Credit notes
Credit notes raised in Dynamics 365 Business Central will be displayed as follows depending on whether they are allocated or unallocated. Unallocated credit notes will appear on the customers monthly statement and will be deducted from the statement balance.
On the customer page, the unallocated credit balance will appear next to the customer balance in brackets along with any overpayments that have been made by the customer. 
Corrections and reversals
Corrections and reversals will be reflected in Chaser against the document that they have been allocated to. They will not appear as a line on the customer statement however, the amount associated with the allocated document will be reclculated to consider the correction/reversal.
Payments and overpayments
Allocated payments will reflect on the invoices that they are allocated to, reducing the balance for partial payments and marking the invoices as paid when the invoice is fully paid. Any unallocated payments will be considered overpayments. Overpayments will appear on the customers monthly statement and will be deducted from the statement balance.
On the customer page, overpayments will appear next to the customer balance in brackets along with any credit notes that have been raised for the customer.
Payment portal
The Chaser Payment Portal allows you to attach a customised portal to Chaser emails. This portal pulls live information from Dynamics 365 Business Central, displaying your customers outstanding invoices and payment options.
This means that your customers can pay for invoices directly through Chaser emails, meaning that you will get paid sooner and will receive fewer disputed payments.
Using the Integration
Once the integration is connected, you can start using Chaser to get paid sooner with human-like receivables automation. With Dynamics 365 Business Central’s leading credit control partner, you can better personalise, schedule and track your receivables. To help you get started quickly, your Chaser account comes with 5 best-practice payment reminder email templates and a best-practice invoice chasing schedule.
You can use these pre-prepared templates and schedules, customise them, or you can choose to create your templates and schedules to send automated reminders that look hand-typed to your customers, at the best times to encourage payments. Follow this 5-step quick start guide. Alternatively, you can use Chaser’s default settings which are outlined here.
Personalised invoice chasing
Using the information pulled from Dynamics 365 Business Central, you can personalize your invoice reminders. Chaser allows you to personalize your templates using placeholders that pull information straight from your Dynamics 365 Business Central account (for example; first and last names, company name and job reference).
You can use Chaser’s schedules to categorize your customers and send them personalised and tailored payment reminders specific to them.
It is also possible to use your exact email signature so that your automated invoice reminders look like they have been hand-typed every time.
Chaser also generates customer statements for you so that you can automatically send monthly statements on a specific day of the month. You can upload your logo into Chaser and customise the statements to your preference.
Troubleshooting
Why am I not able to connect Dynamics 365 Business Central to Chaser?
If you are having issues connecting Dynamics 365 Business Central to Chaser, please ensure that you have a valid Dynamics 365 Business Central login of type Member and Global Admin privileges in the linked Azure Portal.
Additionally, the Azure Portal tenant should have a valid and verified“Primary domain” in order to successfully connect to Chaser.
This is only required for the first time the organisation is connected to Chaser. All other users added to and using Chaser after the Dynamics 365 Business Central account is connected do not require to be Global Administrators to operate.
If you meet the above criteria and are still experiencing difficulties connecting Chaser to Dynamics 365 Business Central, please get in touch on support@chaserhq.com or via live-chat.
Why aren’t changes I made in Dynamics 365 Business Central pulling through to Chaser?
If changes that you have made in Dynamics 365 Business Central aren’t updating in Chaser, please follow these steps:
- Click ‘Sync Now’ in the top right corner of your Chaser screen.
- Wait 10-15 minutes. When you sync Chaser with Dynamics 365 Business Central, Chaser checks for all changes in Dynamics 365 Business Central and this can take time.
- Double-check the changes in Dynamics 365 Business Central were completed and have been saved.
- If the problem persists, please get in touch on support@chaserhq.com or via live-chat
Why is contact information different in Chaser and Dynamics 365 Business Central?
If some contact information in Dynamics 365 Business Central is different from Chaser then please follow these steps:
- Check that there are no duplicate or archived contacts in Dynamics 365 Business Central. These duplicate/archived contacts could have incorrect information.
- Check that the correct fields in Dynamics 365 Business Central have been filled. For example; check that both first name and last name fields have been filled in.
- Check that Dynamics 365 Business Central has been synced with Chaser recently.
Why did Chaser disconnect from Dynamics 365 Business Central?
When Chaser connects with your Dynamics 365 Business Central account, our integration provider, Chaser, is provided with a unique API token that allows access to the information in your Dynamics 365 Business Central account. All API tokens have an expiration date and when they expire, Chaser no longer has access to your Dynamics 365 Business Central account and Chaser will pause chasing activity on your Chaser account.
In these situations, Chaser will notify you that you need to reconnect your Chaser account. To do this, when you log in to Chaser, click the ‘Reconnect to Dynamics 365 Business Central’ button at the bottom right of your screen.
You will then need to log in to Dynamics 365 Business Central and allow access again, this will provide Chaser with a new API token and your chasing activity will resume.
My organisation is showing an error message stating that there are invalid currency codes, where can I update this in Microsoft Dynamics?
Chaser requires currencies to be formatted using the ISO currency format (for example GBP)
There are two areas of Microsoft Dynamics where Chaser retrieves currencies. The first is in the General Ledger. Go to General Ledger, click "show more", and update the LCY code to the relevant ISO format.
The second is in your administration section. Go to Administration, Currencies and update the "code" to the relevant ISO format.
Need support?
For any more questions on Chaser's integration with Dynamics 365 Business Central, please get in touch on support@chaserhq.com or message us on live chat, we would be happy to help.