We’re excited to help streamline your audit process through a secure and seamless connection with Microsoft Dynamics 365 Business Central. By connecting your account, you can eliminate manual audit requests 📄, saving time ⏳ and reducing hassle.
Rest assured, your data is safe with us 🔒. Audit Sight is SOC 2 Type 2 certified, ensuring the highest standards of security and privacy.
How to Connect Microsoft Dynamics 365 Business Central to Audit Sight 🚀
Look for Our Email 📧
- Check your inbox for an email from support@auditsight.com with the subject line: Data Request and the name of the firm inviting you.
- The email will look like this:
Click the Link 🔗
- Open the email and click the link to begin the connection process.
Install the Audit Sight Extension Package 🛠️
- You will be guided to install the Audit Sight extension package.
- Installation takes approximately 15-20 minutes and must be completed to establish the connection.
Log In to Dynamics 365 Business Central 🔐
- Use your Dynamics 365 Business Central credentials to log in.
- Make sure you are using Dynamics 365 Business Central (other products like Microsoft Nav are not supported).
Request Active Directory (AD) Approval (If Required) 🔒
- If prompted, request approval from your organization’s Azure Active Directory (AD) admin. This is required for some configurations.
- The admin will approve your request, allowing you to proceed.
Select the Production Environment 🌐
- During the connection process, you may see multiple environments, including Sandbox and Production.
- Select your Production account for live audits.
- A test company named Cronus may appear due to Microsoft test data; do not select this option.
Grant Access and Complete the Connection 🎉
- Once all steps are completed, the connection will be established. The entire process takes approximately 20-30 minutes, including installation.
Troubleshooting Guide 🛠️
Why can’t I connect?
- 🚫 Ensure you have installed the Audit Sight extension package.
- 🔒 If required, request approval from your Azure Active Directory (AD) admin.
What if I use a product other than Dynamics 365 Business Central?
- Audit Sight only supports Microsoft Dynamics 365 Business Central. To confirm your product, log in at https://businesscentral.dynamics.com.
What if I select the wrong environment?
- 🌐 Ensure you select the Production account and not a Sandbox or test company such as "Cronus."
Frequently Asked Questions ❓
Will this cost me money? 💰
No, the integration is completely free for you.
How secure is my data? 🔒
We take data security seriously. Audit Sight is SOC 2 Type 2 certified, ensuring your data is protected with top-tier security and privacy standards.
What if my Azure Active Directory (AD) admin doesn’t approve access?
You will not be able to complete the connection without admin approval. Contact your organization’s IT team for assistance.
How can I verify my Dynamics 365 version?
Check the version of Dynamics 365 Business Central you’re using by referring to the Microsoft documentation.
Need Help? Contact Us! 🤝
If you have any questions or encounter any issues, we’re here to help!
📧 Email: support@auditsight.com
