After you install the template, additional record mapping is required to integrate the template’s exports and imports with your Concur and Microsoft Dynamics 365 Business Central apps.
Note that all of your flows are disabled when first installed. After configuring the flows, you can enable them in your Flows dashboard or in Flow Builder with the Off/On toggle button. Then run or schedule each flow.
Concur company to Microsoft Dynamics 365 Business Central customer
This flow syncs Concur company as Microsoft Dynamics 365 Business Central customer. When company is added/updated in Concur, this integration flow exports company from Concur to Microsoft Dynamics 365 Business Central customer.
Applies to
- Concur (Expense: Best Practice) – Microsoft Dynamics 365 Business Central Quickstart integration template
- Concur (Expense: Enhanced) – Microsoft Dynamics 365 Business Central Quickstart integration template
Flow details
- Export source: Concur
- Built-in export: Get Concur company - get a company from Concur.
- Import destination: Microsoft Dynamics 365 Business Central
- 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 customer - add/update customer into Microsoft Dynamics 365 Business Central with displayName as the lookup identifier.
Setup instructions
- Configure filter in Search parameters at export for Microsoft Dynamics 365 Central company record type according to your business requirements. Provide a company name in the filter to retrieve the company details.
- Configure the following hard-coded mapping according to your business requirements in Microsoft Dynamics 365 Business Central customers, before running the flow.
Concur expense reports to Microsoft Dynamics 365 Business Central journal entries (Best Practice)
This flow syncs Concur expense reports to Microsoft Dynamics 365 Business Central expense reports for standard accounts by payment batch.
Flow details
- Export source: Concur
- Built-in export: Get Concur payment batches – get all payment batches that are in open status from Concur.
- Built-in output filter: filter for open status count record that is greater than zero.
- Import destination: Microsoft Dynamics 365 Business Central
- Built-in import: Import Concur Payment Batch – close the payment batches of Concur.
- Built-in lookup: Get Concur Payment Batch File – get all payment batch files from Concur.
- 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/ignore journals into Microsoft Dynamics 365 Business Central with displayName as the lookup identifier.
- Built-in input filter: filter for ignore purchase order record that is empty.
- Built-in import: Import Microsoft Dynamics Business Central journal lines – add/ignore journal lines into Microsoft Dynamics 365 Business Central.
Before you begin
- Concur expense types and Microsoft Dynamics 365 Business Central accounts should be the same.
Setup instructions
- Configure filter in Search parameters at export for Microsoft Dynamics 365 Central company record type according to your business requirements. Provide a company name in the filter to retrieve the company details.
- Configure the following dynamic mapping according to your business requirements in Microsoft Dynamics 365 Business Central journal lines, before running the flow. Records are ignored according to the configured filter rules in Microsoft Dynamics 365 Business Central journal lines.
Concur expense reports to Microsoft Dynamics 365 Business Central journal entries (Enhanced)
This flow syncs Concur expense reports to Microsoft Dynamics 365 Business Central expense reports for professional accounts by extract method.
Flow details
- Export source: Concur
- Built-in export: Get Concur extract definition details – get Concur extract definition details for expense.
- Built-in output filter: filter for last export DateTime record that is greater than zero.
- preSavePageFunction hook: Processing Concur expense reports.js - normalizes data for Job ID and Definition ID.
- Import destination: Microsoft Dynamics 365 Business Central
- Built-in lookup: Get Concur extract files – get extract files from Concur.
- preSavePageFunction hook: Processing Concur expense reports.js - normalizes data for success count.
- 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 input filter: filter for success record that is not equal to zero.
- Built-in import: Import Microsoft Dynamics 365 Business Central journals – add/ignore journals into Microsoft Dynamics 365 Business Central with displayName as the lookup identifier.
- Built-in input filter: filter for ignore purchase order record that is empty and success record that is not equal to zero.
- Built-in import: Import Microsoft Dynamics Business Central journal lines – add/ignore journal lines into Microsoft Dynamics 365 Business Central.
Before you begin
- Concur expense types and Microsoft Dynamics 365 Business Central accounts should be the same.
Setup instructions
- Add the Definition ID for the expense for this flow.
- Configure filter in Search parameters at export for Microsoft Dynamics 365 Central company record type according to your business requirements. Provide a company name in the filter to retrieve the company details.
- Configure the following dynamic mapping according to your business requirements in Microsoft Dynamics 365 Business Central journal lines, before running the flow. Records are ignored according to the configured filter rules in Microsoft Dynamics 365 Business Central journal lines.
Concur users to Microsoft Dynamics 365 Business Central employees
This flow syncs Concur users as Microsoft Dynamics 365 Business Central employees. When users are added/updated in Concur, this integration flow exports users from Concur to Microsoft Dynamics 365 Business Central em[ployees.
Applies to
- Concur (Expense: Best Practice) – Microsoft Dynamics 365 Business Central Quickstart integration template
- Concur (Expense: Enhanced) – Microsoft Dynamics 365 Business Central Quickstart integration template
Flow details
- Export source: Concur
- Built-in export: Get Concur Expense users- Get all users from Concur Expense since flow ran last time.
- Import destination: Microsoft Dynamics 365 Business Central
- 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 employees - add/update employees into Microsoft Dynamics 365 Business Central with personal email as the lookup identifier.
Setup instructions
- Configure filter in Search parameters at export for Microsoft Dynamics 365 Central company record type according to your business requirements. Provide a company name in the filter to retrieve the company details.
Microsoft Dynamics 365 Business Central employees to Concur users
This flow syncs Microsoft Dynamics 365 Business Central employees as Concur users. When employees are added/updated in Microsoft Dynamics 365 Business Central, this integration flow exports employees from Microsoft Dynamics 365 Business Central to Concur users.
Applies to
- Concur (Expense: Best Practice) – Microsoft Dynamics 365 Business Central Quickstart integration template
- Concur (Expense: Enhanced) – Microsoft Dynamics 365 Business Central Quickstart integration template
Flow details
- Export source: Microsoft Dynamics 365 Business Central
- Built-in export: Get Microsoft Dynamics 365 Business Central companies by displayName - get a company from Microsoft Dynamics 365 Business Central by displayName.
- Built-in lookup: Get Microsoft Dynamics 365 Business Central employees - get all employees from Microsoft Dynamics 365 Business Central that have been modified since this flow last ran.
- Import destination: Concur
- Built-in import: Import Concur users - add/update users from Concur.
Setup instructions
- Configure filter in Search parameters at export for Microsoft Dynamics 365 Business Central company record type according to your business requirements. Provide a company name in the filter to retrieve the company details.
- Configure the Active, Schemas, Type, CompanyID, and Entitlements hard-coded mappings according to your business requirements in Import Concur users, before running the flow.
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