Setting up Business Central data in DocuBuilder
- Jack Kuijper
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
Search for DocuBuilder Settings:
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/1958039428Go to Microsoft Business Central → Settings.
For Dynamics 365 Business Central (online)
For Business Central on Premise
| Option | Description |
|---|---|---|
1 - Online only | Domain / Tenant ID (Dynamics 365 BC – online) | Name of the domain. For example: Documizers.com |
1b - Online only | Environment (Dynamics 365 BC – online) | Name of the Business Central 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 |
4. After everything is filled in click [Test connection]