Verifying your client's data just became easier with the Audit Sight and Microsoft Dynamics 365 Business Dynamics integration!
Dynamics 365 Business Central is a business management application designed for medium-sized businesses. From one application, businesses can monitor and manage their accounting processes, financial performance, supply chain, sales and marketing processes, and project delivery. Audit Sight supports pulling data from Dynamics 365 Business Central accounting. With our integration, you will now instantly have view-only access to your client's data.
Simply send the connector link to your Client Contact that has admin access to the account and the connection can be enabled.
Refer to Knowledge Base Article: Client account set-up to learn how to set up your Client Contact.
Follow the steps below to connect the Client’s account to Audit Sight.
Step 1: Navigate to the Client screen
Send an email inviting your Client Contact to connect. You can resend the email if your Client Contact did not receive it the first time. Alternatively, if you have the login credentials to the account, you may login directly via “Add Direct Connection”.
Step 2: Audit Sight emails the Client Contact
The Client Contact will receive an email similar to below inviting them to connect their account:
Step 3: Client Contact selects their accounting software
In this article, we will show the steps for Microsoft Dynamics 365 Business Central integration
Step 4: Install Dynamics 365 Business Central extension
In order for Dynamics 365 Business Central to connect to Audit Sight, the Client will need to install a Microsoft extension.
The extension might take 10–20 minutes to install and the installation page might refresh repeatedly while the installation is in progress. A message displays when the extension has been successfully installed.
Step 5: Login
Once the extension has been installed, the Client can login to Dynamics 365 Business Central with their admin account, authorize access to Audit Sight, and select the appropriate company to connect.
Upon success, the Client will be redirected to the Audit Sight Connector to complete the next step of integrating the bank accounts.