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Setup

To start using the portal, you’ll need to either create your own Entra App or use the Partner Admin's. Then, add your customers and grant the portal permission to read and write data via APIs. This process involves 5 steps:

1. Add Entra App​

1.1. Use Your Own Entra App​

1.1.1. Create Entra App in Microsoft Entra admin center​

Login to https://entra.microsoft.com/ and create Entra App under your tenant.

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Make sure you do the same selection as in the screenshot below:

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  1. Name your app
  2. Select "Accounts in any organizational directory (Any Microsoft Entra ID tenant - Multitenant)"
  3. From the dropdown select "Web" and add the following URL: https://partneradmincenter.com/reseller

After Entra App is registered, create a client secret.

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Create name and set the expiration date for your client secret.

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Client secret values cannot be viewed, except for immediately after creation. Be sure to save the secret (Value) when created before leaving the page.

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After the Client Secret is created, ensure that you grant the necessary permissions to make API calls to the Business Central Admin Portal.

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1.1.2. Add Your Own Entra App in Partner Admin Center​

Once everything is set up, add the values you've created to the Partner Admin Center by navigating to the Company Settings page.

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Make sure you copy the values from your Microsoft Entra admin center.

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1.2. Use Partner Admin Created App​

This portal can create a unique Microsoft Entra app (formerly known as Azure AD) for you under its tenant.

On the Company Settings page click on "Use Partner Admin Created".

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2. Add customers​

2.1. Add one customer​

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Press Add Customer button, select “Add Single Customer”.

  • Company name - Enter Customer’s Company name which will help you identify the customer.
  • Tenant ID - Enter Customer’s Tenant ID.
  • Cust. Admin User’s Email - you may also enter Customer’s administrator’s user’s email address. This would be later used if you’d choose to use the built-in email function to request customer’s permissions for the portal.

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2.2. Bulk add customers​

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  • Press Add Customer button, select “Bulk Upload” tab.
  • Download the Excel template and fill-in the columns with your customer information:
    • companyname - enter Customer’s Company name which will help you identify the customer.
    • TenantId - Enter Customer’s Tenant ID.
    • AdminEmail (optional) - you may also enter Customer’s administrator user’s email address. This would be later used if you’d choose to use the built-in email function to request customer’s permissions for the portal.
  • Upload the filled-in Excel template. Refresh page after adding the file to see the changes.

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3. Authorize Microsoft Entra App​

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You can find the ID of this Microsoft Entra app under the Authorization Steps page. This portal uses the Microsoft Entra app to make API calls to your customers’ tenants. It is not possible to authorize all customers at once, you will have to manually authorize Microsoft Entra app by following the instructions in Authorize page. The instructions will ask you to navigate to customer’s Business Central Admin Center and authorize the Microsoft Entra App.

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To authorize a Microsoft Entra app in customer’s tenant, you must have a Dynamics 365 Administrator or Cloud Application Administrator role in your customer’s tenant. If you don’t have any of these roles, you will have to ask your customer’s administrator to add your Microsoft Entra app in their Business Central Admin Center.

The final step is to grant admin consent to the added Microsoft Entra App. You will have to grant consent to each customer individually.

  • a) If you still have DAP relationship with your customer OR you have Global Administrator or Cloud Application Administrator role in your customer’s Microsoft Entra then you can grant consent for your app from the 'Authorized Microsoft Entra Apps' page in the Business Central administration center.
  • b) If you don’t have the right permissions for granting admin consent, please share the URL from customer’s Authorization Steps page and ask Customer’s administrator to grant consent via the URL.

You can also use the built-in “Email customer” feature to request granting consent. This feature will send email to your customer from noreply@partneradmincenter.com

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Fields under this page:

  • Cust. Admin Email – enter your customer’s global administrator user’s email. This user will be granting consent. If you entered customer’s email during Setup, this field will be prepopulated.
  • Email title – enter the title for the email. It will have a prepopulated value that you can change and save your changes.
  • Email body – enter the body of email. It will have a prepopulated value that you can change and save your changes. Make sure to include the URL for granting admin consent.
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Dynamics 365 Administrator role will not be sufficient for granting admin consent. You have to either have the role of Global Administrator or Cloud Application Administrator in customer’s tenant or ask customer to grant consent.

5. Run Global Sync​

Run Global Sync for all customers or individual Sync for the added customer to start populating data. Once the Sync is done, please refresh your browser to reflect changes.