Setup guide — Business Central
To automatically sync your Salesly orders and invoices with Microsoft Business Central, follow these steps.
Register the Salesly app in Business Central
Open Business Central and search for 'Microsoft Entra Applications'. Create a new entry and paste the following Client ID:
In the Description field, type 'Salesly'. In the permissions section, assign the D365 FULL ACCESS permission set.
Publish the required web services
In Business Central, search for 'Web Services' and create the following two entries:
| Object Type | Object ID | Service Name |
|---|---|---|
| Page | 21 | CustomerCard |
| Page | 30 | ItemCard |
The names must be exactly CustomerCard and ItemCard, with no spaces or variations.
Connect your Microsoft account in Salesly
Log in to Salesly, go to Connectors → Business Central, click Connect and sign in with your Microsoft account that has access to Business Central.
Configure the Business Central environment
Once connected, click Configuration inside the connector and fill in:
- Tenant ID (find it at portal.azure.com → Azure Active Directory)
- Environment (usually Production)
- Company
- Document type (Sales Order or Sales Invoice)
How it works
Once configured, every time you finish an order in Salesly the customer is automatically created in BC (if it doesn't exist), items are created and the sales order or invoice is generated with all lines, prices and discounts. No manual action required.
Quick verification
Create a test order with a contact that has a tax ID and at least 1 product. Finish it and check in Business Central → Sales Orders that it appears correctly.
Troubleshooting
Order not showing in BC
Check that the connection is still active in Connectors
Missing products in lines
Check that the CustomerCard and ItemCard web services are published
Customer duplicated
Make sure the contact has a tax ID filled in Salesly
Connection error
Verify the Client ID is registered in Microsoft Entra Applications