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Overview

AppsForDynamics365 Cloud Configuration is a shared Business Central extension - named Portal Connect in Extension Management - that establishes and maintains the connection between Business Central and the AppsForDynamics365 (A4D) cloud. It manages portal user accounts, handles data synchronization, and provides the authentication layer that all A4D applications depend on.

Cloud Configuration is installed automatically when you install Expense Management - you do not install it separately. What you do need to do manually is run the connection wizard to activate each Business Central environment and each company that should use the cloud service.

Cloud Configuration itself has no end-user features - it is a platform for administrators.

What Cloud Configuration does​

CapabilityDescription
Cloud connectionAuthenticates your Business Central environment with the A4D cloud and keeps the connection active
Portal user managementStores the login accounts that employees use to access the A4D portal and mobile apps
Data synchronizationKeeps user accounts, company registrations, and feature settings in sync between Business Central and the cloud
NotificationsRoutes notification emails from A4D applications to employees

Admin pages in Business Central​

All Cloud Configuration administration is done from four pages, accessible via the Business Central search bar:

The four Cloud Configuration pages shown in Business Central search results

PagePurpose
AppsForDynamics365 Portal ConfigurationConnection settings, authentication method, and status
AppsForDynamics365 LoginsCreate and manage portal user accounts
AppsForDynamics365 Cloud CompaniesView connected companies and remove stale registrations
AppsForDynamics365 Integration errorsReview sync errors for troubleshooting

Where to start​

  1. Check Prerequisites - you need a license key, customer ID, and Global Admin access.
  2. Run the Setup wizard - once to connect the Business Central environment, then once per company that should use the cloud service.
  3. Create portal logins for each employee who will use an A4D application.