Audience: Merchants using Paystand with Microsoft Dynamics 365 Business Central.
Overview
Paystand releases updates to the Paystand — Payments and AR automation extension through the Microsoft AppSource marketplace. Keeping the extension current gives you the latest payment features, performance improvements, and security fixes.
You have three ways to stay updated. We recommend Option 1 because it requires the least ongoing effort from your team once set up.
| Option | Best for | Ongoing effort |
|---|---|---|
| Option 1 — Paystand-managed updates (Recommended) | Most merchants | One-time Azure + Admin Center setup; Paystand handles version checks and updates |
| Option 2 — Microsoft automatic App Store updates | Merchants who prefer BC-native automation only | One-time Admin Center setting per environment |
| Option 3 — Manual update | Immediate updates or tight change-control windows | Each release, per environment |
Important: Updates apply per environment. If you use Paystand in both Sandbox and Production, configure each environment separately.
Before you begin
- Business Central Administrator access (you can open Admin Center from Settings).
- Paystand extension already installed from AppSource (not a manual
.appfile upload). - Access to each environment where Paystand runs (typically Sandbox and Production).
Options 2 and 3 do not require changes to your Paystand dashboard account.
For Option 1, your IT team also needs:
- Azure Application Administrator or Global Administrator access.
- The existing Paystand integration app registered in Azure during your original Paystand setup.
Choosing the right option
| If you want… | Use |
|---|---|
| Least ongoing effort; Paystand handles version checks and updates | Option 1 (Recommended) |
| BC-native automation only; no additional Azure permission for Paystand | Option 2 |
| Control the exact day and time of each update | Option 3 |
Best practice: Enable Option 1 for managed updates. Optionally add Option 2 so Microsoft keeps marketplace apps current between Paystand-led updates. Use Option 3 when you need the latest version immediately.
Option 1 — Paystand-managed automatic updates (Recommended)
Option 1 at a glance
1. Contact Paystand to confirm opt-in.
2. Add AdminCenter.ReadWrite.All to your existing Paystand Azure app and grant admin consent.
3. Authorize the same app in the Business Central Admin Center (not inside BC).
4. Notify Paystand when complete — we verify access and manage Sandbox → Production updates.
Why we recommend this
- No need to monitor AppSource or click Install update each release.
- Paystand updates Sandbox first, validates, then updates Production.
- You can revoke access at any time without affecting payment processing.
Opt-in
Contact your Paystand Customer Success Manager or Paystand Support to confirm opt-in before changing Azure or Admin Center settings.
Prerequisites (must already be in place)
If any item below is missing, complete your standard Paystand BC installation first.
| Prerequisite | Where to verify |
|---|---|
| Paystand Azure app with API.ReadWrite.All and Automation.ReadWrite.All | Azure Portal → App registrations → your Paystand app → API permissions |
| Paystand app authorized in BC with permission sets PST_PSTPYMT, AGENT-ADMIN, SUPER (DATA) | Business Central → Microsoft Entra Applications |
| Extension installed from AppSource | BC Admin Center → Environments → Apps |
Permissions required
A. Azure API permissions
Add AdminCenter.ReadWrite.All to your existing Paystand integration app. Do not remove API.ReadWrite.All or Automation.ReadWrite.All.
| Permission | Purpose |
|---|---|
| API.ReadWrite.All | Payment and ERP integration (existing) |
| Automation.ReadWrite.All | Automated BC operations (existing) |
| AdminCenter.ReadWrite.All | Read app versions and install updates (new) |
Who: Azure Application Administrator or Global Administrator
Screenshots below are examples — your app display name will differ. Use the Azure app created for your Paystand integration.
1. Go to portal.azure.com → App registrations → All applications.
2. Open your existing Paystand integration app (search by name or Application (client) ID from your Paystand implementation).
3. Go to API permissions → Add a permission.
4. Select Dynamics 365 Business Central → Application permissions (not Delegated).
5. Check AdminCenter.ReadWrite.All → Add permissions.
6. Click Grant admin consent for [your tenant] and confirm.
7. Verify AdminCenter.ReadWrite.All shows Status = Granted.
B. Business Central Admin Center authorization
Authorize the same Paystand app in the BC Admin Center. This is not the Microsoft Entra Applications page inside Business Central — it is the separate Business Central Admin Center portal.
Find your Client ID: Azure Portal → App registrations → your Paystand app → Overview → copy Application (client) ID. Paste that value in the Admin Center step below.
1. Open the Business Central Admin Center for your tenant (or https://businesscentral.dynamics.com/[your-tenant-id]/admin).
Alternatively: Business Central → Settings (gear) → Admin Center:
2. In the left menu, select Microsoft Entra Apps → click Authorize Microsoft Entra app (or New).
3. Paste your Paystand app Application (client) ID → click Save.
4. Wait until Admin Consent shows Granted for your app.
C. BC permission sets (existing — do not change)
These permission sets should already be assigned from your original Paystand installation:
| Permission set | Purpose |
|---|---|
| PST_PSTPYMT | Payment posting and Paystand operations |
| AGENT-ADMIN | Agent/admin operations |
| SUPER (DATA) | Data access for integration workflows |
After Option 1 setup
- Notify your Paystand Customer Success Manager or Support that setup is complete.
- Paystand verifies Admin Center API access (installed version read confirmed).
- When updates are available, Paystand updates Sandbox first, validates, then updates Production.
Revocation
To stop Paystand-managed updates while keeping payments working:
1. Azure: Remove AdminCenter.ReadWrite.All only — leave payment permissions in place.
2. BC Admin Center: Remove the app from Microsoft Entra Apps.
3. Contact Paystand Support so we update our records.
Option 2 — Enable automatic updates via Microsoft BC App Store cadence
Set Apps update cadence to With minor and major updates in the BC Admin Center. Repeat for each environment (Sandbox and Production).
Timing: Paystand does not update the moment you save. It updates on the next Business Central environment update for that environment (typically within a few weeks of a release, not instantly).
1. Open Settings
In Business Central, click the gear icon (Settings) in the top-right corner.
2. Open Admin Center
From Settings, click Admin Center. A new browser tab opens.
3. Select your environment
1. In the left menu, click Environments.
2. Click the environment you want (for example Sandbox or Production).
4. Modify Apps update cadence
On the environment details page, find Apps Update Cadence and click Modify.
5. Save
Select With minor and major updates and click Save.
| Option | What it means |
|---|---|
| With minor and major updates | Recommended. Paystand updates with regular BC environment updates. |
| With major updates | Updates only on major BC releases (less frequent). |
| Default | Microsoft chooses (usually major updates only). |
6. Repeat for other environments
Configure Sandbox first. After the next environment update, confirm Paystand works — then configure Production.
What happens next
- Your Paystand configuration and payment records are not reset.
- After an update runs, refresh Business Central and spot-check Paystand.
- For an immediate update, use Option 3.
Option 3 — Manual update
Use when you need the latest Paystand version today. Repeat for each environment.
1. Open Settings
2. Go to Admin Center
3. Select your environment
4. Open Apps
On the environment page, open the Apps tab.
5. Find Paystand and install the update
1. Search for Paystand.
2. Compare Installed Version with Available Version.
3. If an update is available, click Install update. If you see Up to Date, no action is needed.
After a manual update
1. Refresh your Business Central session.
2. Verify Paystand — open a transaction or the Paystand settings page.
3. If anything looks wrong, contact Paystand Support with the installed version from Admin Center → Apps.
Troubleshooting
| Issue | What to check |
|---|---|
| AdminCenter.ReadWrite.All shows “Not granted” | Click Grant admin consent for [your tenant] in Azure. An Azure admin must approve application permissions. |
| Authorized the app inside Business Central but auto-update still fails | Option 1 requires authorization in the Business Central Admin Center (businesscentral.dynamics.com/.../admin), not Microsoft Entra Applications inside BC. |
| Cannot find the Paystand app in Azure | Search by Application (client) ID from your Paystand implementation docs, or contact Paystand Support. |
| Install update is not visible (Option 3) | The extension is likely already Up to Date for that environment. |
| Changed cadence (Option 2) but Paystand did not update | Updates run on the next BC environment update, not immediately. Use Option 3 if you need the version today. |
Frequently asked questions
Do I need to update every environment separately?
Yes. Sandbox, Production, and other environments each have their own apps and settings.
Which option should I use?
We recommend Option 1. Use Option 2 for Microsoft-managed App Store updates only. Use Option 3 when you need a version today.
Does Option 2 update Paystand immediately?
No. Paystand updates on the next BC environment update, or use Option 3 manually.
Will updating cause downtime?
Usually not. We recommend low-traffic windows when possible.
Will I lose Paystand settings or payment history?
No. Extension updates do not reset your Paystand configuration or records.
How do I check the installed version?
Admin Center → Environments → your environment → Apps → search Paystand.
How do I know what changed in a new version?
Contact your Customer Success Manager or Paystand Support for release notes.
Need help? Contact Paystand Support or your Customer Success Manager.