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Sharing your Dynamics 365 Business Central (Online) data

How to securely share your Dynamics 365 Business Central (Online) data with Validis

Business Central Online connects to Validis directly, so there is nothing to download or install on your computer. Instead, the Validis extension is installed in Business Central, and you give Validis your Tenant ID so it knows which Microsoft tenant to connect to. You only need to do that once. After that, you sign in to Microsoft, grant permission, and choose the company to share.

Please note

Whoever runs the share needs the Cloud Application Administrator role in your Microsoft tenant. Without it you cannot get past the permissions step. Your IT team can grant it, and Microsoft's admin consent documentation explains what it does.

Before you start

Check these things before you begin. Sorting them out now avoids getting interrupted partway through the upload.

  • Make sure you're online. Your data is sent while the process runs, so a stable internet connection is needed throughout.
  • Have a working accounting package, and be able to reach the data you want to share within it.
  • Have a Dynamics 365 account with Extension Management permissions.
  • Have the Validis extension installed. Follow the MS Dynamics 365 Business Central Online Setup Guide if you haven't already.
  • Know your Tenant ID. The next section shows you where to find it.

Finding your Tenant ID

Your Tenant ID is in your Business Central Online dashboard. Go to businesscentral.dynamics.com and sign in.

Select the question mark (?) on the right of the banner to open the Help sidebar, then select Help & Support under Other Resources.

In the Help & Support window, the Tenant ID is near the bottom left, labelled Microsoft Entra ID. Copy it.

The Business Central Help and Support window with the Tenant ID shown as the Microsoft Entra ID

Sharing your data

Step 1

Get started with your engagement

Log in to the Validis portal, select the relevant Engagement, then select Share Data Now.

The Validis dashboard with the Share Data Now button

 

Step 2

Choose your package and enter your Tenant ID

Search for or select your accounting package from the list; if not already selected, choose Dynamics 365 Business Central (online). The Tenant ID field appears underneath. Paste in the ID you copied, then select Next.

Your Tenant ID is saved for future shares, so you only enter it once. It appears at the bottom of the list of accounting packages, where you can edit or delete it if you need to.

 

Step 3

Sign in and grant permissions

You are prompted to sign in to your Dynamics 365 account and grant permissions to the application. Read the terms shown, and when you are ready, select Accept.

This is the step that needs the Cloud Application Administrator role. Without it, you cannot go any further.

The Microsoft permissions request, with the Accept button

 

Step 4

Choose your company and submit

Once you have accepted, choose the company you want to upload your data from, then select Submit. The share begins.

The company selection screen with the Submit button

After you've shared your data

Your data now queues for processing in the Validis central system. You can switch off your computer and disconnect from the network at this point if you want to.

You can track progress in the Validis portal, where the status moves from Processing to Completed. You may need to refresh your browser to see updates.

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