Configure and run flows in the Certify – Microsoft Dynamics 365 Business Central quickstart integration template

Additional record mapping is required to integrate the template’s exports and imports with your Certify and Microsoft Dynamics 365 Business Central apps.

Note that all of your flows are disabled when first installed. After configuring the flows, you may enable them in your Flows dashboard or in Flow Builder with the Off/On toggle button. then run or schedule each flow.

Certify expense reports to Microsoft Dynamics 365 Business Central journal entries

Additional record mapping is required to integrate the template’s exports and imports with your Certify and Microsoft Dynamics 365 Business Central apps.

Note that all of your flows are disabled when first installed. After configuring the flows, you may enable them in your Flows dashboard or in Flow Builder with the Off/On toggle button. Then run or schedule each flow.

This integration flow syncs expense reports between Certify and Microsoft Dynamics 365 Business Central.

• Export source: Certify
• Import destination: Microsoft Dynamics 365 Business Central
• Built-in export: Get Certify expense reports – Get all expense reports from Certify that have been modified since this flow last ran.
• Built-in output filter: Filter
• Built-in lookup: Get Certify expenses for a specific report by ID – Get an expense for a specific report from Certify by ID.
• Built-in lookup: Get Microsoft Dynamics 365 Business Central companies by displayName – Get a company from Microsoft Dynamics 365 Business Central by displayName.
• Built-in import: Import Microsoft Dynamics 365 Business Central journals – Add or ignore journals in Microsoft Dynamics 365 Business Central using the displayName as the lookup identifier.
• Built-in input filter: Filter
• Built-in import: Import Microsoft Dynamics Business central journal lines – Add or ignore journal lines in Microsoft Dynamics 365 Business Central.

Before you begin

Expense Types in Certify and Accounts in Microsoft Dynamics 365 Business Central must be identical.

Setup instructions

1. Set Concurrency level to 1 in your Microsoft Dynamics 365 Business Central connection.
2. Configure the search parameters for the Filter field in the Microsoft Dynamics 365 Business Central companies export.
3. Provide company name to retrieve company details.
4. Configure dynamic mappings for accountNumber in the Microsoft Dynamics 365 Business Central journal lines import mapping as required.
5. Records are ignored based on the configured filter rules in the Microsoft Dynamics 365 Business Central journal lines import.

Built-in output filter: Filter

Results mapping: Get Certify expenses for a specific report by ID

Results mapping: Get Microsoft Dynamics 365 Business Central companies by displayName

Import mapping: Import Microsoft Dynamics 365 Business Central journals

Response mapping: Import Microsoft Dynamics 365 Business Central journals

Built-in input filter: Filter

Import mapping: Import Microsoft Dynamics 365 Business Central journal lines