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Azure Active Directory is now Microsoft Entra ID. Learn more
Administrators must complete multiple activities before users can access Business Central with their Microsoft 365 license. The steps below represent the minimum setup required to get started. To learn more about access with Microsoft 365 licenses, go to Business Central Access with Microsoft 365 Licenses.
Setting up access with Microsoft 365 licenses involves the following tasks:
Tip
Except for the last task, you can complete the tasks in any order. You can do tasks separately, as described in the sections that follow or use the Access with Microsoft 365 licenses assisted setup guide to walk you through them.
To run the assisted setup, do the following steps:
Business Central is secure by design and minimizes risk by granting no permissions to Microsoft 365 users out of the box. Administrators must configure object permissions that determine which tables, pages and reports can be accessed in Teams with only a Microsoft 365 license. These permissions are the starting permissions assigned when a user signs in for the first time with their Microsoft 365 license.
To configure starting permissions:
With this configuration, users with only a Microsoft 365 license are added to the Users list when they access Business Central for the first time. For more information about users, go to Creating Users According to Licenses.
Note
When synchronizing the users list in Business Central with users in Microsoft 365, only users that have a Business Central license are added to Business Central's users list. For more administrative control over permissions and profiles, you can assign a security group to the environment. When environments are secured using a security group and enable access with Microsoft 365 licenses, the Update users from Microsoft 365 action in the Users page will also include users that only have a Microsoft 365 license. To learn about securing environments, see Manage access using Microsoft Entra groups in the developer and IT pro help.
Tip
Looking for a quicker way to get started when trying out this feature on a sandbox or evaluation company? Assign the D365 Read permission set, which grants permission to most objects.
When working with multiple environments, license configuration must be applied to each environment and can be different on each environment.
Learn more at Assign Permissions to Users and Groups and Composing Permission Sets.
Access with Microsoft 365 licenses is off by default. Access must be enabled for each environment independently, giving administrators control and allowing for staged rollout across the organization. You turn on access by using the Business Central admin center:
Note
Azure Active Directory is now Microsoft Entra ID. Learn more
In the Business Center admin center, an environment can be assigned to one or more security groups to control access. You can assign a Microsoft Entra group to the environment. By assigning a Microsoft Entra group to an environment, only direct and indirect members of the group are granted access to the environment. Indirect members are users in another group, which itself is a member of the group assigned to the environment. Although all licensed users in Microsoft Entra ID will be added to the environment when it's synchronized with Microsoft 365, only group members can sign in. Learn more in Manage access using Microsoft Entra groups in the developer and IT pro help.
People in the security group must also have an applicable Microsoft 365 license to access Business Central from within Microsoft Teams. Get a list of applicable licenses in Business Central access with Microsoft 365 licenses.
For Business Central license holders to share data in Teams, and for Microsoft 365 license holders to access that data, each must have the Business Central app for Teams installed. Although users can install the app by themselves, it's recommended that administrators use centralized deployment. Centralized deployment lets you roll out the app to a broader audience across the organization and minimize individual user effort. Laern more in Installing the Business Central app by using Centralized Deployment.
Note
If you have run centralized deployment before and only deployed the app to the security group of licensed Business Central users, you'll need to run it again to deploy to additional groups or the whole organization, depending on how you are configuring access.
Tip
Looking for a quicker way to get started when trying out this feature? Test users can install the app at aka.ms/BCgetTeamsApp.
To verify that your setup is ready for production, the following steps will help you build the confidence that everything works as it should.
Create or identify two test users (A and B).
Sign in to the Business Central web client as test user A.
Sign into Microsoft Teams as test user B.
Tip
Something went wrong? Learn more in Business Central troubleshooting.
Overview of Business Central Access with Microsoft 365 licenses
Troubleshoot Access with Microsoft 365 Licenses
Business Central and Microsoft Teams Integration
Events
Power BI DataViz World Championships
Feb 14, 4 PM - Mar 31, 4 PM
With 4 chances to enter, you could win a conference package and make it to the LIVE Grand Finale in Las Vegas
Learn moreTraining
Learning path
Deploy and configure Microsoft Dynamics 365 Business Central - Training
Are you new to Business Central? If you are, this path will help you get started. It discusses how to create new companies, implement security, migrate data from other systems, and integrate Outlook with Business Central.
Certification
Microsoft Certified: Dynamics 365 Business Central Functional Consultant Associate - Certifications
As a functional consultant, you implement core application setup processes for small and medium businesses. You configure the application in collaboration with the implementation team to provide the business with manageability and ease of use.
Documentation
Licensing in Business Central - Business Central
Provides an overview of the licensing in Business Central
Manage Access to Business Central - Business Central
Administrators use a layered approach to controlling access to Business Central and its capabilities.
Business Central Access with Microsoft 365 licenses - Business Central
Learn how users can get access to Business Central data, for example in Microsoft Teams chats and channels, with only a Microsoft 365 license, but no Business Central license.