1. Overview of Integration
Audit Sight integrates directly with Microsoft Dynamics 365 to streamline audits, eliminating up to 17 manual reports 📄 by verifying accounting data directly from the source. This integration ensures secure connections, accuracy, and significant time savings.
2. Data Availability 📊
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Data Pulled:
- Transaction details
- Financial statements
- Customer and Vendor Activities including AR and AP Aging data
- Default Data Range: Last 36 months of data.
3. Connection Requirements 🛠️
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Supported Products:
- Audit Sight supports Microsoft Dynamics 365 Business Central only.
- Other Microsoft Dynamics products, such as Microsoft Nav, are not supported.
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Supported Versions:
- Business Central versions released after April 2022 (version 20 and later).
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Extension Installation:
- Audit Sight requires an extension package installed in Dynamics 365.
- Installation takes approximately 15-20 minutes.
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Active Directory (AD) Approval:
- Depending on the client’s Azure Active Directory (AD) settings, an AD admin may need to approve the connection.
- Users can request access, which notifies the AD admin for approval.
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Environment Selection:
- Audit Sight allows access only to production accounts.
- The client may see a test company named "Cronus," which contains sample data from Microsoft. This company is not used for live audits.
How to Confirm the Client is Using Business Central 🔍
Ask the client to log into their Dynamics 365 account via https://businesscentral.dynamics.com.
- If the client can successfully log in and access their data, they are using Business Central.
- If they encounter issues or cannot access the site, they may be using a different product like Microsoft Nav.
4. How to Guide Your Client Through the Process 🚀
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Look for Our Email 📧
- The client should check their inbox for an email from support@auditsight.com with the subject line: Data Request.
- This email will include details about the requesting firm and a link to start the connection process.
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Click the Link 🔗
- The client clicks the link in the email to begin the connection process.
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Install the Audit Sight Extension Package 🛠️
- The client will be guided to install the Audit Sight extension package via the Dynamics 365 Extensions page.
- Installation takes approximately 15-20 minutes.
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Log In to Dynamics 365 Business Central 🔐
- The client logs in using their Dynamics 365 credentials.
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Request Active Directory (AD) Approval (If Required) 🔒
- If the client’s AD settings require admin approval, they will be prompted to request access.
- This request notifies the AD admin for approval.
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Select the Production Environment 🌐
- During the connection process, the client may see multiple environments, including Sandbox and Production.
- Only the Production account should be selected for live audits.
- A test company named Cronus may appear due to Microsoft test data. Ensure the client selects their actual production account.
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Grant Access and Complete the Connection 🎉
- Once access is approved, the client completes the linking steps to establish the connection with Audit Sight.
5. Template Email to Send to Your Client 📧
Subject: Action Required: Microsoft Dynamics 365 Business Central Connection for Your Audit
Hi [Client Name],
To streamline the audit process, we need your help connecting your Microsoft Dynamics 365 Business Central account with Audit Sight. This integration eliminates manual requests and reduces the back-and-forth involved in providing audit documentation.
Next Steps:
- Check your inbox for an email from support@auditsight.com with the subject line: Data Request.
- Click the link in the email to begin the connection process.
- Install the Audit Sight extension package. This can be done through the Dynamics 365 Extensions page and takes approximately 15-20 minutes.
- Log in to Dynamics 365 Business Central using your credentials.
- If prompted, request Azure Active Directory (AD) approval. This notifies your organization’s AD admins, who will grant access.
- During the connection process, ensure you select your Production account and not a test company such as "Cronus."
- Once approved, follow the prompts to complete the connection.
Your data’s security is our top priority 🔒. Audit Sight is SOC 2 Type 2 certified, ensuring that all information is handled with the highest standards of security and privacy.
If you have any questions or encounter issues, don’t hesitate to reach out.
Best regards,
[Your Name]
[Your Position]
[Your Contact Information]
This version now includes the proper client instructions starting with the email. Let me know if there are any further refinements needed!
