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
1. Install the Extension from MS Appsource
You need to be a system administrator in Business Central to perform this step.
- 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 - Option b)
- Open Microsoft Appsource :
https://appsource.microsoft.com - Search for "GSgroup Handyman"
Select the entry for "Handyman Field-Service Management for Dynamics 365"
- Open Microsoft Appsource :
- Install the free trial:
2. Enable the extension to use httpClient Requests
- Go to Extension Management in Administration
- Find and open the entry for "Handyman Field-Service Management for Dynamics 365 Business Central"
- Activate the setting to allow httpClient Requests:
3. Make sure users have the right to use the extension
- 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 the user or via the Permission Set by User page
- To achieve this for a particular user, edit the user and add the permission set "GSG_HANDYMAN"
- The indiviudal user should select the user role "Sales order processor" by editing his settings:
- Once these settings are applied the user sees the Handyman Menu and can configure/use the extension:
4. Establish the connection to the Handyman-Server
-
Open the page "Basic data and settings" from the Handmyan menu, section Periodic Activities:
- Open the page in edit-mode and enter the values provided by GSGroup in the highligthed fields:
5. First functional check
- Within Basic Data and Settings activate the option "ExportSettings"
- Click on the button "Export using standard tables"
- Upon the first export the system will ask you for permissions. Once these are granted no further confirmation is required.
- You will see a message confirming successful export
- In Handyman Office VAT rate and the address of the company will be imported