Setting up Business Central data in DocuBuilder

Owned by Jack Kuijper
Last updated: 24 Jun 2022
2 min read

After the DocuBuilder Business Central App is connected to the DocuBuilder environment, the configuration of this connection in DocuBuilder can be completed.

Step by Step

  1. Search for DocuBuilder Settings:

  2. DocuBuilder will start and you will be redirected to the login page. Fill in your User name and Password, then click [Log In].
    When using this setup for the first time, the user firstsetup@documizers.com and password 'Documizers2022!' can be used.
    Do not forget to rename these later. See: https://documizers.atlassian.net/wiki/spaces/DKenglish/pages/1958039428

     

  3. Go to Microsoft Business Central → Settings.

    1. For Dynamics 365 Business Central (online)

    2. For Business Central on Premise

 

Option

Description

 

Option

Description

1 - Online only

Domain / Tenant ID (Dynamics 365 BC – online)

Name of the domain. For example: Documizers.com
Or the ID of the Tenant. For example:



1b - Online only

Environment (Dynamics 365 BC – online)

Name of the Business Central environment.
For example:

  • Empty with a production environment

  • Sandbox

  • Demo_environment

1 - On premise only

Url (Dynamics BC – on premise / PaaS)

Complete URL of the Business Central environment

2

Company

Administration (Company Name)

3

Service user name

Business Central service account - Username

4

Service Web Key

Business Central service account - Web Service Access Key
For retrieving this key, see: Retrieving the Business Central Web Service Access Key (token) from the (service) account for DocuBuilder

4. After everything is filled in click [Test connection]



 

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