Business Central Implementation Guide

Updated November 13, 2025 16:54

To complete your Paystand integration with Business Central, your team must fill out the Business Central Settings Form shared during onboarding.

Completing this form before your kickoff call will help ensure a smooth and timely implementation.

1. Create a New Azure User

Log in to Azure Portal
Navigate to Microsoft Entra ID > Users
Click + New User
Set the User Principal Name to: implementations@yourcompany.com
Set the user type to Member
Assign the following roles:
- Application Administrator
- Dynamics 365 Administrator
Assign a Business Central license to the user
- Search for the user you just created.
- Click on the assigned licenses
- Go to M365 Admin Center
- Search for the user you just created
- Click on Licenses and apps
- Select, depending on your license, and save changes
  - Dynamics 365 Business Central Premium or
  - Dynamics 365 Business Central Essentials
Disable Multi-Factor Authentication (MFA) for this user
- Click on Account
- Click on Manage Multifactor Authentification
- Search and select the user you just created and disable MFA

2. Grant Permissions in Business Central

In both your Sandbox and Production environments:

Add the new user to all companies that will use Paystand
- Go to users
- Click on Update users from Microsoft 365
- Search and select the user you just created.
Add all listed access by typing them in.
Assign the following permission sets to the user if your business does NOT use ERC Module:
- AUTOMATE - EXEC
- D365 BUS - FULL ACCESS
- EDIT IN EXCEL - VIEW
- LOCAL
- SUPER
- SECURITY
Additionally assign the following permission sets to the user if your business DOES use ERC Module:
- AUTOMATE - EXEC
- D365 BUS - FULL ACCESS
- EDIT IN EXCEL - VIEW
- ERC COMMON OBJECTS
- ERC FDB SETUP
- ERC FINANCIAL DSHBRD
- ERC HAS SETUP
- ERC HAS USER

3. Share Credentials Securely

Use Paystand’s Secure Share Application to send us the new user credentials: