Microsoft Business Central Integration

This guide explains how to set up and use the Recommand E-Document extension for Microsoft Dynamics 365 Business Central. The extension allows you to send and receive Peppol e-invoices directly from Business Central.

Overview

The Recommand E-Document extension integrates with Business Central's built-in E-Document framework. Once configured, invoices and credit notes you post in Business Central are automatically sent to your customers via the Peppol network through Recommand. You can also receive incoming Peppol documents directly into Business Central.

Prerequisites

Before setting up the integration, ensure you have:

• A Recommand account (we can only provide support for paid plans)
• A registered company in your Recommand account
• Microsoft Business Central 2024 Wave 1 (v27.0) or later

Installation

1. In Business Central, search for "Extension Management" (Alt+Q)
2. Upload the Recommand E-Document .app file
3. Wait until the extension is installed; you can monitor progress through the installation status menu

Setup

1. Configure the Recommand Connection

1. In Business Central, search for "Recommand Setup" (Alt+Q)

2. Configure the following fields:

   Field	Description
   Service URL	The Recommand API URL. Pre-filled with https://app.recommand.eu
   Company ID	Your Recommand Company ID. Find this in the Recommand dashboard under Companies
   API Key	Your Recommand API Key. Create this in the Recommand dashboard under API Keys
   API Secret	Your Recommand API Secret. Created in the same step as the API Key

3. Close the page

2. Create an E-Document Service

1. Search for "E-Document Services"

2. Click New

3. Fill in the following fields:

   Field	Value
   Code	RECOMMAND
   Document Format	PEPPOL BIS 3.0
   Service Integration	Recommand

4. Click Configure documents to export in the action menu

5. Add the document types you want to support:

   • Sales Invoice
   • Sales Credit Memo

3. Create and Configure the Workflow

1. Search for "Workflows"
2. Create a new workflow from scratch with code RECOMMAND
3. In the workflow steps, add a new step with trigger E-document Created, on condition <Always> and action Send E-Document using service: RECOMMAND
4. Enable the workflow by toggling the Enabled field to Yes

The workflow structure should look like this:

4. Create a Document Sending Profile

1. Search for "Document Sending Profiles"

2. Click New

3. Fill in:

   Field	Value
   Code	RECOMMAND
   Description	Recommand E-Document Sending
   Electronic Document	E-Document Worklow
   E-Document Workflow	RECOMMAND

5. Assign to Customers

1. Search for "Customers"
2. Open a customer card
3. Under General, set Document Sending Profile to RECOMMAND

Repeat this for every customer you want to send Peppol invoices to. This can also be overridden on a per-invoice basis when sending the invoice.

Sending Documents

Once configured, sending a Peppol invoice is part of your normal workflow:

1. Create a Sales Invoice for a customer with the e-document sending profile
2. Post and Send the invoice
3. The invoice is automatically sent to Recommand and delivered via Peppol

You can verify the status in the Recommand dashboard.

Receiving Documents

The extension can also receive incoming Peppol documents from your Recommand inbox.

1. Business Central periodically polls for new documents based on your E-Document Service configuration. You can also manually trigger a poll by clicking the Receive action in the E-Document Service card.
2. Received documents appear on the Inbound E-Documents page in Business Central

Troubleshooting

Documents Not Sending Automatically

1. Search for "E-Documents" to check the document status
2. Click on an e-document and view E-Document Service Status for details
3. Verify that the workflow is enabled and properly configured
4. You can manually send a document by clicking the Send action on the e-document

Common Issues

If you run into any issues, please contact us at support@recommand.eu. Please include as much information as possible to help us troubleshoot the issue. We are only able to provide support for paid plans.