Bizzjoiner for Business Central

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Help & Setup Guide

The Bizzjoiner Connector enables seamless integration between your Microsoft Dynamics 365 Business Central environment and your Bizzjoiner customer portal.

This guide provides an overview of how to set up and configure the connector. Use the links below to access detailed step-by-step instructions for each part of the setup process.

What is the Bizzjoiner Connector?

The Bizzjoiner Connector is a Business Central extension that:

  • Exposes selected data via secure APIs
  • Synchronizes customers, orders, shipments, invoices, and jobs
  • Enables easy routines for inviting customers, users and employees to Bizzjoiner.
  • Enables real-time communication between Business Central and Bizzjoiner
  • Supports role-based access and filtering of shared data

The connector is designed to be secure, flexible, and easy to configure, allowing you to control exactly what information is shared with your customers.

Prerequisites

Before you begin, make sure you have:

  • A running Business Central SaaS environment
  • A Bizzjoiner site provisioned
  • Admin access to:
    • Business Central
    • Microsoft Entra ID (Azure AD)
  • The Bizzjoiner Connector extension installed

Setup Overview

Setting up the connector involves three main steps:

1. Register an Entra ID Application

Create an application in Microsoft Entra ID to allow secure authentication between Business Central and Bizzjoiner.

Register Entra App

2. Configure the Connection in Business Central

Set up the connector inside Business Central and connect it to your Bizzjoiner site.

Configure Connection

3. Generate and Configure Content Types

Define what data should be exposed to Bizzjoiner by generating and configuring content types.

Manage Content Types

Security & Access Control

The connector ensures that:

  • Only authenticated requests from your Bizzjoiner instance are allowed
  • Data is filtered based on configuration and permissions
  • Each customer only sees their own data
  • Communication is encrypted using secure protocols

You can further restrict access using:

  • Filters in the connector setup
  • Permission sets in Business Central
  • API scope limitations via Entra ID

Data Flow

The integration works as follows:

  1. Bizzjoiner requests data via API
  2. Business Central validates the request via Entra ID
  3. The connector applies filters and permissions
  4. Data is returned securely to Bizzjoiner

This enables near real-time access to:

  • Customers
  • Orders
  • Shipments
  • Jobs
  • Invoices
  • Documents

Testing the Integration

After setup, you should verify that:

  • The connection is active
  • Authentication works correctly
  • Data is returned as expected
  • Filters are applied correctly

Test the Connection

Troubleshooting

Common issues include:

  • Invalid or missing Entra ID configuration
  • Incorrect API permissions
  • Missing connector setup in Business Central
  • Filters blocking expected data

Troubleshooting Guide