Set up the Handyman Extension for Business Central

Steps in this guide:

1. Install the Extension from MS Appsource

2. Enable the extension to use httpClient Requests

3. Make sure users have the right to use the extension

4. Establish the connection to the Handyman-Server

5. First functional check

How do I install the Extension from MS Appsource?

You need to be a system administrator in Business Central to perform this step.

1. Option a) Click on this link
   https://appsource.microsoft.com/en-us/product/dynamics-365-business-central/PUBID.gsgroupas1607944051271|AID.gsgroup_handyman_integration|PAPPID.924993a9-dcd2-4910-bb7b-c6e8245a4ae7?exp=ubp8
2. Option b)
   • Open Microsoft Appsource :
     https://appsource.microsoft.com
   • Search for "GSG Handyman" 
     Select the entry for "Handyman Field-Service Management for Dynamics 365" 
     
3. Install the free trial:
   

How do I enable the extension to use httpClient Requests?

1. Go to Extension Management in Administration
2. Find and open the entry for "Handyman Field-Service Management for Dynamics 365 Business Central"
3. Activate the setting to allow httpClient Requests:
   

How do I make sure users have the right to use the extension?

1. Make sure the permission set "GSGROUP HANDYMAN" is available to all Business Central Users that shall use the Extension - e.g. via user groups or by editing you or via the Permission Set by User page
2. To achieve this for a particular user, edit you and add the permission set "GSG_HANDYMAN" 
   
    
3. The indiviudal user should select you role "Sales order processor" by editing his settings:
   
4. Once these settings are applied you sees the Handyman Menu and can configure/use the extension:
   

How do I establish the connection to the Handyman Server?

• Open the page "Handyman settings" from the Handyman menu:
  

• Open the page in edit-mode and enter the values provided by GSG Handyman in the highlighted fields:
  

How do I run the first functional check?

1. Within Basic Data and Settings activate the option "ExportSettings"
2. Click on the button "Export"
   
    
3. Upon the first export the system will ask you for permissions. Once these are granted no further confirmation you need.
4. You will see a message confirming successful export
5. In Handyman Office VAT rate and the address of the company will be imported