If you use Microsoft Dynamics Business Central (Dynamics BC) this article will explain how to connect Dynamics BC to Chaser
Last updated: August 28, 2024
Get started: Sign up for a free trial with Chaser
Before connecting to your Dynamics BC account, take out a free trial by filling out the following short form: https://www.chaserhq.com/signup
Connect Chaser to Dynamics BC
Once the trial is activated, connect Chaser to your FreeAgent account:
- After verifying your email and logging into you Chaser account you will be asked to connect your accounting system. Click Microsoft Dynamics Business Central and then click 'Connect with Dynamics 365 Business Central.
- Log in to your Dynamics BC account (if you are already logged in, you will bypass this step).
- You will be prompted to install an extension which grants Chaser permission access to retrieve data from the account. Click Accept to install the Chaser extension in your Dynamics 365 Business Central account.
- Choose the organization 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.
After connecting Dynamics BC to Chaser, you can choose your Chaser account settings to tailor your accounts receivable process to best suit your business needs. This includes the business name, country, timezone and currency.
How the integration works
Chaser has a direct integration with Dynamics BC. When Chaser connects with your Dynamics BC account, Chaser is provided with a unique API token that allows access to the Organization and Accounting data in your Dynamics BC account. Once Chaser has the API token from Dynamics BC, Chaser can request information to be pulled from your Dynamics BC account into Chaser. Dynamics BC’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 BC account. These syncs fetch data that has been created or updated since the last sync.
To have the most up-to-date data, we regularly pull accounting data from your Dynamics BC account. These syncs fetch data that has been created or updated since the last sync.
Sync Chaser with Dynamics BC
Chaser syncs with Dynamics BC before payment reminder emails and forewarns 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 BC 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 BC?
Contacts
Through the Dynamics BC API, Chaser retrieves your contacts from your Dynamics BC account. Chaser pulls through the email addresses, phone numbers, physical addresses and invoices associated with a customer contact in Dynamics BC.
Chaser pulls through all the email addresses under contact in Dynamics BC. 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 straight to the customer in Dynamics BC by clicking the 3 dots on the right of the customer and clicking 'Edit in Dynamics BC'.
Invoices
Chaser pulls your customer's invoice data directly from your Dynamics BC account.
Chaser uses the due date and the creation date from Dynamics BC to calculate how many days overdue an invoice is.
You can also go directly to the invoice in Dynamics BC 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 BC.
Troubleshooting
Why am I not able to connect Dynamics 365 Business Central to Chaser?
If you are having issues connecting Dynamics BC to Chaser, please ensure that you have a valid Dynamics BC 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” to successfully connect to Chaser.
This is only required for the first time the organization is connected to Chaser. All other users added to and using Chaser after the Dynamics BC l account is connected are not required 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 contact support@chaserhq.com or via live chat.
Why is Chaser not showing the latest changes that I made in Dynamics BC?
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.
- Once the sync has completed, double-check the changes in Dynamics BC were completed and have been saved.
- If the problem persists, please contact support@chaserhq.com or via live chat
Why is contact information different in Chaser and Dynamics BC?
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 BC. These duplicate/archived contacts could have incorrect information.
- Check that the correct fields in Dynamics BC have been filled. For example; check that both first name and last name fields have been filled in.
- Check that Dynamics BC has been synced with Chaser recently.
Why did Chaser disconnect from Dynamics BC?
When Chaser connects with your Dynamics BC account, our integration provider, Codat, is provided with a unique API token that allows access to the information in your Dynamics BC account. All API tokens have an expiration date. When they expire, Chaser no longer has access to your Dynamics BC account and 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 BC and allow access again, this will provide Chaser with a new API token and your chasing activity will resume.
My organization is showing an error message stating that there are invalid currency codes, where can I update this in Dynamics BC?
Chaser requires currencies to be formatted using the ISO currency format (for example GBP)
There are two areas of Dynamics BC 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.
