Run the setup wizard
Purpose
The setup wizard serves two purposes depending on where you are in the setup process:
| Scenario | What the wizard does | Steps shown |
|---|---|---|
| First company in a new Business Central environment | Registers the Business Central instance with the A4D cloud, grants consent, sets authentication method, and activates the company | All steps |
| Additional company in an already-connected Business Central environment | Activates the company for cloud sync - the Business Central instance is already registered and consent already granted | Skips Verify License, Give Consent, Register Business Central; goes straight to Localization → Auth → Activate Company |
→ Concept: Architecture
Before you start
- License Key and Customer ID available (first-time setup only) - see Prerequisites
- You must be the Global Administrator of the Business Central environment if this is the first time connecting it (consent step)
- Switch to the company you want to activate before opening the wizard
Starting the wizard
The wizard launches automatically when you first install Expense Management. To run it again - for a new company, or if it was closed early:
- In Business Central, switch to the company you want to connect
- Search for AppsForDynamics365 Portal Configuration
- Click Configure connection
Wizard steps
Welcome
The opening screen confirms what the wizard will do. Click Next to begin.
Sandbox environments: If you are connecting a sandbox, a notice appears at this point: "Note that only one sandbox can be connected at a time." Click Next to continue.
Verify license
This step appears on systems that have not been configured before. Enter the credentials you received from Truvio:
| Field | Where to find it |
|---|---|
| Customer ID | In the confirmation email received on purchase |
| License Key | Same source - a GUID in the format xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx |
Click Next. The wizard validates the credentials against the A4D cloud before proceeding. If validation fails, double-check for extra spaces and confirm you are using the key for the correct product.
On a system that is already configured (for example, when re-running the wizard), this step is skipped and the stored credentials are used.
Give consent
This step grants the A4D cloud permission to call the Business Central web service. It is required once per Business Central environment and cannot be skipped.
- Click Click here to open page and grant consent
- On the Microsoft Entra application page that opens, click Grant consent, then Accept
- Close the Entra page and return to the wizard
- Click Next
Who can do this: The consent step requires a Business Central Global Administrator. If you are not one, stop here and hand off to the correct person before continuing.
Localization
Set the defaults for the portal display.
| Field | What to enter |
|---|---|
| Time Zone | The time zone your organisation works in. Used to display dates correctly on the portal. |
| Preferred Language | The default language for the portal interface. Not all languages are supported - unsupported selections fall back to English. |
Click Next.
Authentication method
Choose how employees will sign in to the A4D portal.
| Option | When to choose it |
|---|---|
| Microsoft Login | Recommended for most organisations. Employees use their existing Microsoft 365 accounts - no separate password to manage. Login names must be email addresses. |
| Username / Password | For employees who do not have Microsoft accounts. Each user needs a username and password created in Portal Connect. |
| Mixed mode | Allows both methods in the same environment. Useful when some employees have Microsoft accounts and others do not. Adds some administrative overhead. |
Click Next.
You can change the authentication method after setup from the Portal Configuration page - see Reference: Portal Configuration.
Register Business Central instance
The wizard reads your Business Central environment details automatically. Confirm the displayed information is correct.
| Field | Description |
|---|---|
| Azure Domain | Your Microsoft 365 domain (e.g. yourcompany.onmicrosoft.com) |
| Azure Tenant Id | Your Azure Active Directory tenant GUID |
| Business Central Tenant Name | Your Business Central environment name |
| Business Central Tenant Id | Your Business Central tenant identifier |
No input is required. Click Next to register.
Activate company
This step establishes the web service connection for the current company.
| Field | Description |
|---|---|
| Webservice address | Auto-populated. Cannot be changed. |
| Company description | The name the A4D cloud uses to identify this company. Defaults to the Business Central company name. Edit if needed. |
Click Test connection before proceeding. If the test succeeds, click Next.
If the test fails, verify that consent was granted successfully in the earlier step, and confirm your License Key and Customer ID are correct on the Portal Configuration page.
Add logins for Business Central users
Portal logins are user accounts that allow employees to sign in to the A4D portal. Every employee who needs portal access requires one.
You can create logins now using the link on screen, or do it later. Click Next to continue.
Done
Your Business Central environment is now connected to the AppsForDynamics365 cloud. Click Finish.
After the wizard
- Create portal logins for each employee - see Create portal logins