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 a company is added/updated in Concur, this integration flow exports the company from Concur to Microsoft Dynamics 365 Business Central customer.
Applies to
- Concur (Invoice: Best Practice) – Microsoft Dynamics 365 Business Central Quickstart integration template.
- Concur (Invoice: 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 invoices to Microsoft Dynamics 365 Business Central purchase invoices (Best practice)
This flow syncs Concur invoices to Microsoft Dynamics 365 Business Central purchase invoices for standard accounts by payment batch.
Flow details
- Export source: Concur
- Built-in export: Get Concur definition extract details – get definition details from Concur that are modified since this flow last ran.
- Built-in output filter: filter for last export DateTime record that is greater than zero.
- preSavePageFunction hook: Processing Concur request payment details.js - normalizes data for success count.
- Import destination: Microsoft Dynamics 365 Business Central
- Built-in lookup: Get Concur invoice details – get all invoice details 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 input filter: filter for success record that is not equal to zero.
- Built-in import: Import Microsoft Dynamics 365 Business Central purchase invoices – add/ignore purchase invoices into Microsoft Dynamics 365 Business Central with vendorInvoiceNumber 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 purchase invoice lines – add/ignore purchase invoice lines into Microsoft Dynamics 365 Business Central.
Before you begin
- Concur expense types and Microsoft Dynamics 365 Business Central items (type: non-inventory) should be the same.
- Concur vendors and Microsoft Dynamics 365 Business Central vendors should be the same.
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 following dynamic mapping according to your business requirements in Microsoft Dynamics 365 Business Central purchase invoices, before running the flow.
- Configure the following dynamic mapping according to your business requirements in Microsoft Dynamics 365 Business Central purchase invoice lines, before running the flow. Records are ignored according to the configured filter rules in Microsoft Dynamics 365 Business Central purchase invoice lines.
Concur invoices to Microsoft Dynamics 365 Business Central purchase invoices (Enhanced)
This flow syncs Concur invoices to Microsoft Dynamics 365 Business Central invoices for professional accounts by extract method.
Flow details
- Export source: Concur
- Built-in export: Get Concur definition job details – Get all job details from Concur that have been modified since this flow last ran.
- Built-in output filter: filter for last export DateTime record that is greater than zero.
- preSavePageFunction hook: Processing Concur request payment.js - normalizes data for Job ID and Definition ID.
- Import destination: Microsoft Dynamics 365 Business Central
- Built-in lookup: Get Concur invoice details – get all invoice details 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 input filter: filter for success record that is not equal to zero.
- Built-in import: Import Microsoft Dynamics 365 Business Central purchase invoices – add/ignore purchase invoices into Microsoft Dynamics 365 Business Central with vendorInvoiceNumber as the lookup identifier.
- Built-in input filter: filter for success record that is not equal to zero and ignore purchase order record that is empty.
- Built-in import: Import Microsoft Dynamics 365 Business central purchase invoice lines – add or ignore purchase invoice lines into Microsoft Dynamics 365 Business Central.
Before you begin
- Concur expense types and Microsoft Dynamics 365 Business Central items (type: non-inventory) should be the same.
- Concur vendors and Microsoft Dynamics 365 Business Central vendors 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 purchase invoices, before running the flow.
- Configure the following dynamic mapping according to your business requirements in Microsoft Dynamics 365 Business Central purchase invoice lines, before running the flow. Records are ignored according to the configured filter rules in Microsoft Dynamics 365 Business Central purchase invoice lines.
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 (Invoice: Best Practice) – Microsoft Dynamics 365 Business Central Quickstart integration template
- Concur (Invoice: 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 employees - get all employees from from Microsoft Dynamics 365 Business Central since last updated.
- 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, Type, Entitlements, and RoleName hard-coded mappings according to your business requirements in Import Concur users, before running the flow.
Microsoft Dynamics 365 Business Central purchase orders to Concur purchase orders
This flow syncs Microsoft Dynamics 365 Business Central purchase orders as Concur purchase orders. When purchase orders are added/updated in Microsoft Dynamics 365 Business Central, this integration flow exports purchase orders from Microsoft Dynamics 365 Business Central to Concur purchase orders.
Applies to
- Concur (Invoice: Best Practice) – Microsoft Dynamics 365 Business Central Quickstart integration template
- Concur (Invoice: 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.
- Import destination: Concur
- Built-in lookup: Get Microsoft Dynamics 365 Business Central purchase orders – get all purchase orders from Microsoft Dynamics 365 Business Central that have been modified since this flow last ran.
- Built-in lookup: Get Microsoft Dynamics 365 Business Central purchase order lines– get all purchase order lines from Microsoft Dynamics 365 Business Central.
- Built-in import: Import Concur purchase orders – add/update purchase orders in Concur using the number as the lookup identifier.
Before you begin
- Concur vendor names and Microsoft Dynamics 365 Business Central vendor names should be the same.
- Microsoft Dynamics 365 Business Central line item description and Concur expense types should be the same.
Setup instructions
- Configure the following static mapping according to your business requirements in Import Concur purchase orders, before running the flow.
- Configure the following hard-coded mapping according to your business requirements in Import Concur purchase orders, before running the flow.
- Configure the following dynamic mapping according to your business requirements in Import Concur purchase orders, before running the flow.
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