Configuration & Administration

• Permission sets
• DEXPRO Core
• Breeze Interface Setup
• Document Class Setup
• Target Template Setup
• Generic Custom Fields
• OAuth 2.0 setup (for SaaS only)
• Breeze Workflow

Permission sets

In order to use the modules, the appropriate authorization set must be assigned to the respective users.

The following are supplied with:

• DXP Core Admin - DEXPRO Core Administrator

• DXP Core User - DEXPRO Core User

• DXP BREEZE Admin - DEXPRO BREEZE Administrator
• DXP BREEZE User - DEXPRO BREEZE User

DEXPRO Core

The DEXPRO Core manages the individual DEXPRO apps and their documents per client.

All documents that have been entered and processed via the various DEXPRO modules in Microsoft Dynamics 365 Business Central are displayed. A global number series, which is used across all DEXPRO apps, is used to complete individual documents. This offers the advantage that users only have to work with one number series per document.

Further information can be found here.

Breeze Interface Setup

In the Breeze Interface setup, processing is set up within the app.

Process

Copy Setup

This copies the setup to other clients.

Navigation

Document class setup

Via this menu item you reach the setup for the document classes.

Target Template Setup

This menu item is used to access the target templates setup. Target templates for the Breeze interface are managed here.

General

In this FastTab you can enable/disable the use of this app.

No. Series

The number series for the Breeze Interface documents is stored here.

Document Class Setup

In the document class setup, the mapping between the respective document class and your export interface is done. Furthermore, the field mapping of each document class is downloaded here, creating a set of standard fields and their usage in Microsoft Dynamics 365 Business Central.

The document class setup is cross-app and is managed via the DEXPRO Core.

Process

Download field mapping

This downloads the field structure of the SQUEEZE document class. These are needed for the metadata mapping.

Navigation

Metadata mapping

Via this menu item you reach the metadata mapping. This defines which fields are to be transferred to Microsoft Dynamics 365 Business Central and how.

List

Document classes

This overview lists all the document classes that have been set up.

Card

Document class

Here, each document class is set up individually.

General

In this fastab the name of the document class, the next process step, as well as the automatic enrichment of the positions is set up.

Breeze

Here you can set the default target template for this document class.

The following are available as standard:

Target Template Setup

Target templates for the Breeze interface are managed here. These templates are available by default:

General

Here you can see which target template is currently being edited.

Plausibility Check

Here, certain plausibility checks per target template can be deactivated.

Generic Custom Fields

OAuth 2.0 setup (for SaaS only)

Access to web services in Microsoft Dynamics 365 Business Central (BC) in the SaaS version is only possible via OAuth 2.0. The necessary setup of the app in Azure Active Directory and its link to BC is described below.

Azure Portal

Launch Azure Portal and open the Azure Active Directory

Create a new app under App registrations

Create API permissions

The Application (client) ID can already be copied and stored at this point (will be needed later)

Create Client secret and store it in a secure location

Business Central

Open Azure Active Directory applications and create a new entry

Set up Active Directory application

1. Enter the Client ID
2. Enter description (description is a bit misleading. This is rather a user name).
3. Assign user permission set(s) individually.
4. (Optional)
5. Activate application

 

 

 

 

 

 

 

 

 

 

 

 

 

Breeze Workflow

To connect our Breeze Invoice Workflow to Dynamics 365 BC please read this manual.