360 Portal Connection - Documentation

Overview

360 Portal Connection is a Microsoft Dynamics 365 Business Central extension that enables seamless integration between your Business Central environment and AI-powered dashboards. This extension provides real-time data synchronization, secure OAuth 2.0 authentication, and flexible configuration options.

Getting Started

Prerequisites

  • Microsoft Dynamics 365 Business Central (SaaS or On-Premises)
  • Business Central user account with appropriate permissions
  • A configured 360 Portal instance
  • Internet connectivity for OAuth authentication

Installation Steps

  1. Install from AppSource
    • Navigate to Microsoft AppSource
    • Search for "360 Portal Connection"
    • Click "Get it now" and follow the installation wizard
    • Select your Business Central environment
  2. Grant Permissions
    • Review the requested permissions
    • Approve the extension to access Business Central data
    • Complete the installation process
  3. Initial Setup
    • Open Business Central
    • Search for "360 Portal Setup"
    • Enter your portal URL
    • Click "Authenticate" to establish the connection

Configuration

Portal Connection Setup

Step 1: Access Setup Page

Search for "360 Portal Setup" in Business Central

Step 2: Enter Portal URL

Enter the URL of your 360 Portal instance (e.g., https://yourcompany.360portal.com)

Step 3: Authenticate

Click "Authenticate" to initiate OAuth 2.0 flow

Step 4: Grant Access

Sign in with your Microsoft account and grant necessary permissions

Data Synchronization Settings

Configure which data types to synchronize:

  • Customers: Customer master data and contact information
  • Sales Orders: Sales documents and line items
  • Inventory: Item master data and stock levels
  • Financials: General ledger entries and financial data

Select the data types relevant to your business needs. Data synchronization runs automatically at configured intervals.

Features

Real-Time Data Sync

The extension monitors changes in Business Central and automatically synchronizes data to your portal:

  • Automatic detection of data changes
  • Configurable sync frequency (5 minutes to 24 hours)
  • Manual sync option for immediate updates
  • Sync status monitoring and error logging

OAuth 2.0 Authentication

Secure authentication using industry-standard OAuth 2.0:

  • No password storage in Business Central
  • Token-based authentication with automatic refresh
  • Revocable access permissions
  • Integration with Microsoft Identity Platform

Connection Monitoring

Monitor the health and status of your portal connection:

  • Connection status indicator
  • Last sync timestamp
  • Error log for troubleshooting
  • Sync history and statistics

AI-Powered Dashboards

Access advanced analytics and insights through your portal:

  • Customizable dashboard layouts
  • AI-driven insights and recommendations
  • Interactive data visualizations
  • Natural language queries

Troubleshooting

Common Issues

Connection Failed

Problem: Unable to establish connection to portal

Solutions:

  • Verify the portal URL is correct and accessible
  • Check your internet connection
  • Ensure OAuth authentication completed successfully
  • Review error log for specific error messages

Data Not Syncing

Problem: Changes in Business Central not appearing in portal

Solutions:

  • Check sync status on the setup page
  • Verify data types are enabled for sync
  • Try manual sync to test connection
  • Review sync log for errors or warnings

Authentication Expired

Problem: "Authentication expired" error message

Solutions:

  • Click "Re-authenticate" on the setup page
  • Complete the OAuth flow again
  • Check if portal access has been revoked

Error Log

Access the error log to diagnose issues:

  1. Navigate to "360 Portal Setup"
  2. Click "View Error Log"
  3. Review recent errors and timestamps
  4. Use error codes to identify specific issues

Security and Permissions

Required Permissions

The extension requires the following Business Central permissions:

  • Read Access: Customer, Sales, Inventory, and Financial data
  • Write Access: Extension configuration and settings
  • OAuth: Permission to authenticate on your behalf

Data Security

Your data is protected with enterprise-grade security:

  • All data transmission uses TLS/SSL encryption
  • OAuth tokens are securely stored and never exposed
  • No permanent data storage outside Business Central
  • Regular security audits and compliance checks

Revoking Access

To revoke portal access:

  1. Navigate to "360 Portal Setup"
  2. Click "Disconnect Portal"
  3. Confirm the disconnection
  4. Optionally, revoke OAuth permissions in Microsoft account settings

Best Practices

  • Regular Monitoring: Check connection status and sync logs periodically
  • Sync Frequency: Choose appropriate sync intervals based on data volume and business needs
  • Data Selection: Only sync data types required for your dashboards
  • Testing: Test configuration in a sandbox environment before production deployment
  • Updates: Keep the extension updated to benefit from new features and security improvements

FAQ

Can I connect multiple Business Central companies to one portal?

Yes, you can configure the extension separately for each company in your Business Central environment.

Does the extension work with Business Central On-Premises?

Yes, the extension supports both SaaS and On-Premises deployments. OAuth authentication requires internet connectivity.

What happens if my internet connection is interrupted?

The extension will retry failed sync operations automatically. Once connectivity is restored, synchronization will resume.

Can I customize which fields are synchronized?

Field-level customization is available in premium subscription tiers. Contact us for custom requirements.

Is there a data volume limit?

Data limits vary by subscription tier. Check your plan details or contact us for enterprise solutions.

Support

Need help? We're here to assist you:

Email Support

info@vangeldersolutions.be

Documentation

360solutions.be/docs/360-portal-connection

Response Time

Typical response within 24-48 hours (business days)

Version History

Version 1.0.0 (Current)

  • Initial release
  • OAuth 2.0 authentication
  • Real-time data synchronization
  • Support for Customers, Sales, Inventory, and Financial data
  • Error logging and monitoring

Additional Resources