Connecting Chaser with Dynamics 365 Business Central

Use Chaser to better personalise, schedule and track your accounts receivables.

 

Table of Contents

1. Getting started: Sign up for a free trial with Chaser
2. Connecting Chaser to Dynamics 365 Business Central
3. Choose your Chaser account settings
4. How does Chaser's integration with Dynamics 365 Business Central work?
5. Syncing Chaser with Dynamics 365 Business Central
6. What information does Chaser pull from Dynamics 365 Business Central? 
   1. Contacts
   2. Invoices 
7. Payment portal
8. Using the Integration
9. 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:

1. 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'.
2. The Dynamics 365 Business Central page where you will need to log in to your Dynamics 365 Business Central account will appear.
3. Click ‘Accept’ to install the Chaser extension in your Dynamics 365 Business Central account
4. Choose the organisation you would like to connect to Chaser
5. Click 'Select Company’ and Chaser will launch 
6. 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 best suit your business’ needs:

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?

 

Chaser integrates with Dynamics 365 Business Central via Codat. After you authorize Chaser to access your Dynamics 365 Business Central account, Codat is provided with a unique API token which allows access to the Organisation and Accounting data in your account. Once Codat has the API token from Dynamics 365 Business Central, Chaser can request information to be pulled from your Dynamics 365 Business Central account into Codat on behalf of Chaser. This is all done in real time. Codat does not store or use any of your Dynamics 365 Business Central data, as it will all be relayed to Chaser. Dynamics 365 Business Central’s API uses OAuth 2.0 to authenticate API tokens. 

In order 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 up to date 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 emails 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 a 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 pulls your customer's invoices data directly from your Dynamics 365 Business Central account.

With the invoices, Chaser draws the due date and the creation date from Dynamics 365 Business Central and uses 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.

You can also go 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'.

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 less 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 own 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 that 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 customers 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:

1. Click ‘Sync Now’ in the top right corner of your Chaser screen.
2. 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.
3. Double-check the changes in Dynamics 365 Business Central were completed and have been saved.
4. 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:

1. Check that there are no duplicate or archived contacts in Dynamics 365 Business Central. These duplicate / archived contacts could have the incorrect information.
2. 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. 
3. 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, Codat, 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 login to Chaser, click the ‘Reconnect to Dynamics 365 Business Central’ button at the bottom right of your screen. 

 

You will then need to login to Dynamics 365 Business Central and allow access again, this will provide Chaser with a new API token and your chasing activity will resume. 

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.