Customize with extensions

Path: Development and administration > Customize Business Central > Customize with extensions · tier official · system administration · narrative reviewed (checked by Opus)

Overview

This section covers customizing Business Central by adding extensions. General pages explain how to install and manage apps through the Extension Management page, Marketplace or the Admin Center, including permissions, setup and data deletion on uninstall. One page lists third-party extensions on Marketplace.microsoft.com and the risks of installing them.

Most other pages each describe one extension. They fall into groups: cloud migration (the base extension and product-specific extensions) and data migration (QuickBooks Desktop, QuickBooks Online, C5); payments and banking (PayPal, WorldPay, Microsoft Pay, Envestnet Yodlee, AMC Banking 365, Send Remittance Advice, Payments and Reconciliations DK); payroll import (Ceridian, QuickBooks Payroll); insights and AI (Essential Business Insights, Late Payment Prediction, Sales and Inventory Forecast, Image Analyzer, Company Hub); and country or regulatory extensions (Ideal Postcodes UK, VAT Group Management UK, tax file formats DK, Service Declaration).

Start with “Customizing Business Central online using apps” and “Install and uninstall apps”, then go to the page for the extension you need.

Key points

• Apps are installed and managed via the Extension Management page, Marketplace or Admin Center; per-tenant extensions are supported and uninstall offers data deletion options.
• Third-party extensions are listed on Marketplace.microsoft.com; the page explains the risks of installing apps from non-Microsoft companies.
• The Cloud Migration base extension is the first step for moving on-premises data to Business Central online; product-specific extensions exist for Business Central on-premises and Dynamics GP.
• Data migration extensions cover QuickBooks Desktop (2017 and 2018, needs the Microsoft Data Exporter Tool), QuickBooks Online and Dynamics C5 2012.
• Microsoft Pay Standard was deprecated on February 8, 2020 (use PayPal); WorldPay Payments Standard was marked obsolete in 2023 release wave 2 and will be removed after three major releases.
• Envestnet Yodlee Bank Feeds serves the United States and Canada; AMC Banking 365 Fundamentals converts bank data for over 600 banks.
• Late Payment Prediction and Sales and Inventory Forecast use machine learning and can use custom Azure-based or web service models.
• Country extensions include Ideal Postcodes and VAT Group Management (UK), Payments and Reconciliations and tax file formats (DK), and Service Declaration for EU reporting.

Learn pages

• Business Central Extensions by Other Providers: This article lists the apps and extensions to customize Business Central provided by other companies.
• Cloud migration base extension: Use the Cloud Migration Base extension to connect your on-premises solution with Business Central online.
• Cloud Migration Extensions for Migrating to Business Central Online: Use the cloud migration extensions to migrate your on-premises data to Business Central online. These extensions move your on-premises data to the cloud.
• Customizing Business Central online using apps: Learn all about adding functionality and customizing Business Central by installing apps in this article.
• Display actionable insights in Role Centers: Learn how the Essential Business Insights extension rotates a series of business insights on Role Centers.
• Ideal Postcodes extension [UK]: Retrieve addresses for entities like customers, vendors, employees, and banks in the United Kingdom from the Ideal Postcodes service.
• Importing Payroll or Salary Data Using the Ceridian Payroll Extension: Use this extension to import payroll transactions from the Ceridian HR/Payroll (US) and Ceridian PowerPay (Canada) services.
• Install and uninstall apps: Learn how you can install and uninstall apps and extensions in Business Central.
• Microsoft Pay Standard: The Microsoft Pay extension adds a Microsoft Pay link to your sales documents so customers can easily pay using Microsoft Pay.
• Payment Reconciliation With the Envestnet Yodlee Bank Feeds Extension: Describes the Envestnet Yodlee Bank Feeds extension, which links to bank accounts so you can and quickly reconcile payments.
• Payments and Reconciliations (DK) Extension: This extension makes it easy to export files that are pre-formatted to meet bank requirements for electronic submissions.
• Predict late payments for sales documents: This article explains how to use our predictive model to predict whether a customer will pay an invoice on time.
• QuickBooks Data Migration Extension: Describes how to use the extension to import customers, vendors, items, and accounts from QuickBooks Desktop to Business Central.
• QuickBooks Online Data Migration Extension: Describes how to use the extension to migrate customers, vendors, items, and accounts from QuickBooks Online to Business Central.
• Send Remittance Advice Extension | Microsoft Docs: Describes the Send Remittance Advice extension, which allows emailing and resending remittance advice from the payment journal and vendor ledger entries.
• Set Up and Use the Service Declaration Extension: Learn how to set up and use Service Declaration (Intrastat for Services) features to report service trade with companies in other EU countries/regions.
• The Image Analyzer Extension: This extension lets you analyze images of contact persons and items to find attributes, so you can quickly assign them in Business Central.
• The VAT Group Management extension for the United Kingdom: You can engage with other businesses to form a VAT group where all members report VAT in a single return.
• Using the AMC banking 365 fundamentals extension: Learn how to easily exchange data with your banks by transforming data into the format that they require.
• Using the C5 data migration extension | Microsoft Docs: Use this extension to migrate customers, vendors, items, and general ledger accounts from Microsoft Dynamics C5 2012 to Business Central.
• Using the Company Hub: Provides information about the Company Hub extension that you can use to manage work across multiple companies in Business Central.
• Using the PayPal Payments Standard Extension: This article describes how to use the standard extension to enable customers to make payments with PayPal.
• Using the QuickBooks Payroll file import extension | Microsoft Docs: This article describes how to use the extension to import salary and wage transactions from QuickBooks.
• Using the Sales and Inventory Forecast extension to manage inventory: This extension helps you predict sales, get a clear overview of expected stock-outs, and even helps you create replenishment requests to vendors.
• Using the tax file formats (DK) extension: The tax file formats extension makes it easy to export files that are pre-formatted to meet bank requirements for electronic submissions.
• WorldPay Payments Standard: The WorldPay Payments Standard extension lets you offer customers a convenient alternative to making payments through bank transfers or credit cards.

Videos, posts and code changes

Linked by a Haiku matcher with a grounding quote from the item’s summary (link/topics.ts); machine-generated.

• #9953 Rename AppSource UI text to Marketplace (code change): “User-facing text that references AppSource has been updated to use Marketplace”
• Managing Apps in the Business Central Admin Center (community post): “per-tenant extensions, all reviewed on the admin center Manage Apps page”
• BC Friday Tips #61 Check AppSource App Update History (community post): “When evaluating AppSource apps for Business Central, check the last updated date”

Business Central pages and reports

The pages, reports and queries this hub’s Learn pages name (ms.search.form, API reference), joined to the code by exact object id (data/index/docs-objects.json); a page shows the table it runs on.

• Page 30 “Item Card” · on Table 27 “Item”
• Page 76 “Resource Card” · on Table 156 “Resource”
• Page 1070 “MS - PayPal Standard Setup” · captioned “PayPal Payments Standard Setup” · on Table 1070 “MS - PayPal Standard Account”
• Page 1071 “MS - PayPal Standard Template” · captioned “PayPal Payments Standard Template” · on Table 1071 “MS - PayPal Standard Template”
• Page 1073 “MS - PayPal Standard Accounts” · captioned “PayPal Payments Standard Accounts” · on Table 1070 “MS - PayPal Standard Account”
• Page 1074 “MS - PayPal Standard Settings” · captioned “PayPal” · on Table 1070 “MS - PayPal Standard Account”
• Page 1151 “COHUB Role Center” · captioned “Company Hub”
• Page 1152 “COHUB Company Summary” · captioned “Summary” · on Table 1156 “COHUB Group Company Summary”
• Page 1153 “COHUB Company Short Summary” · captioned “Company Hub” · on Table 1156 “COHUB Group Company Summary”
• Page 1154 “COHUB My User Tasks” · captioned “My User Tasks” · on Table 1154 “COHUB User Task”
• Page 1155 “COHUB Group List” · captioned “Groups” · on Table 1155 “COHUB Group”
• Page 1165 “COHUB Enviroment Card” · captioned “Environment Link” · on Table 1152 “COHUB Enviroment”
• Page 1166 “COHUB Enviroment List” · captioned “Environments” · on Table 1152 “COHUB Enviroment”
• Page 1167 “COHUB Companies Overview” · captioned “Company Hub”
• Page 1439 “Headline Details” · on Table 1437 “Headline Details Per User”
• Page 1830 “MS - QBO Data Migration” · captioned “QuickBooks Online Migration Setup”
• Page 1850 “Sales Forecast” · captioned “Forecast” · on Table 27 “Item”
• Page 1851 “Sales Forecast No Chart” · captioned “Forecast” · on Table 27 “Item”
• Page 1853 “Sales Forecast Setup Card” · captioned “Sales and Inventory Forecast Setup” · on Table 1853 “MS - Sales Forecast Setup”
• Page 1911 “MigrationQB AccountTable” · captioned “Account Table” · on Table 1911 “MigrationQB Account”
• Page 1912 “MigrationQB CustomerTable” · captioned “Customer Table” · on Table 1912 “MigrationQB Customer”
• Page 1913 “MigrationQB CustomerTrans” · captioned “Customer Transactions” · on Table 1913 “MigrationQB CustomerTrans”
• Page 1914 “MigrationQB VendorTable” · captioned “Vendor Table” · on Table 1914 “MigrationQB Vendor”
• Page 1915 “MigrationQB VendorTrans” · captioned “Vendor Transactions” · on Table 1915 “MigrationQB VendorTrans”
• Page 1916 “MigrationQB ItemTable” · captioned “Item Table” · on Table 1916 “MigrationQB Item”
• Page 1918 “MigrationQB Posting Accounts” · captioned “Posting Accounts” · on Table 1918 “MigrationQB Account Setup”
• Page 1919 “MigrationQB Default Accounts” · captioned “QuickBooks Migration Setup”
• Page 1950 “LP Machine Learning Setup” · captioned “Late Payment Prediction Setup” · on Table 1950 “LP Machine Learning Setup”
• Page 1951 “LP Prediction FactBox” · on Table 21 “Cust. Ledger Entry”
• Page 2026 “Image Analysis Tags” · captioned “Image Analyzer Attributes” · on Table 2028 “MS - Image Analyzer Tags”
• Page 2027 “Image Analysis Blacklist” · captioned “Image Analyzer Blocked Attributes” · on Table 2029 “MS - Img. Analyzer Blacklist”
• Page 2029 “Image Analyzer Wizard” · captioned “Image Analyzer assisted setup guide”
• Page 2500 “Extension Management”
• Page 2514 “Delete Orphaned Extension Data”
• Page 2515 “AppSource Product List” · captioned “Microsoft AppSource apps” · on Table 2515 “AppSource Product”
• Page 4021 “GP Migration Settings List” · captioned “Select company settings for data migration” · on Table 4044 “GP Company Migration Settings”
• Page 4031 “Hybrid GP Errors Factbox” · captioned “GP Synchronization Errors” · on Table 4015 “GP Migration Errors”
• Page 4700 “VAT Group Submission Lines” · on Table 4703 “VAT Group Submission Line”
• Page 4701 “VAT Group Submissions” · on Table 4702 “VAT Group Submission Header”
• Page 4703 “VAT Group Approved Member List” · captioned “VAT Group Approved Members” · on Table 4700 “VAT Group Approved Member”
• Page 4704 “VAT Group Member Calculation” · on Table 4701 “VAT Group Calculation”
• Page 4705 “VAT Group Setup Guide” · captioned “VAT Group Management”
• Page 4706 “VAT Group Sub. Lines Subform” · captioned “VAT Group Submission Lines” · on Table 4703 “VAT Group Submission Line”
• Page 4707 “VAT Group Submission” · on Table 4702 “VAT Group Submission Header”
• Page 4708 “VAT Group Submission List” · captioned “VAT Group Submissions” · on Table 4702 “VAT Group Submission Header”
• Page 4709 “VAT Reports Configuration Part” · captioned “VAT Reports Configuration” · on Table 746 “VAT Reports Configuration”
• Page 5010 “Service Declaration Setup” · on Table 5010 “Service Declaration Setup”
• Page 5022 “Service Declarations” · on Table 5023 “Service Declaration Header”
• Page 5023 “Service Declaration” · on Table 5023 “Service Declaration Header”
• Page 5024 “Service Declaration Subform” · captioned “Lines” · on Table 5024 “Service Declaration Line”
• Page 5800 “Item Charges” · on Table 5800 “Item Charge”
• Page 20100 “AMC Bank Bank Name List” · captioned “AMC Banking Bank Name List” · on Table 20100 “AMC Bank Banks”
• Page 20101 “AMC Banking Setup” · on Table 20101 “AMC Banking Setup”
• Page 20102 “AMC Bank Pmt. Types” · captioned “AMC Banking Payment Types” · on Table 20102 “AMC Bank Pmt. Type”
• Page 20105 “AMC Bank Assisted Setup” · captioned “AMC Banking 365 Fundamentals Assisted Setup” · on Table 20101 “AMC Banking Setup”
• Page 20106 “AMC Bank Assist Bank Account” · on Table 777 “Online Bank Acc. Link”
• Page 20107 “AMC Bank Webcall Log” · captioned “AMC Banking 365 Webservice Log” · on Table 710 “Activity Log”
• Page 20109 “AMC Bank Signup to Service” · captioned “AMC Banking Signup webservice” · on Table 79 “Company Information”
• Page 20350 “Connectivity Apps” · on Table 20350 “Connectivity App”
• Page 20353 “Banking Apps” · on Table 20350 “Connectivity App”
• Page 40027 “Hybrid DA Approval” · captioned “Delegated admin consent for cloud migration” · on Table 40028 “Hybrid DA Approval”

Learn also names 57 objects with no object page: page/1080, page/1081, page/1083, page/1085, page/1087, page/1089, page/1360, page/1361, page/1364, page/1450, page/1451, page/1452, page/1453, page/1454, page/1458, page/1460, page/1665, page/1860, page/1861, page/1862, page/1863, page/1864, page/1867, page/1868, page/1869, page/1874, page/1882, page/1883, page/1884, page/1885, page/1886, page/1888, page/1890, page/1891, page/1892, page/1893, page/1894, page/1898, page/1899, page/1900, page/1901, page/1902, page/1903, page/1904, page/1905, page/1906, page/2502, page/4026, page/4090, page/4091, page/4092, page/4093, page/4094, page/4095, page/4096, page/4097, page/9142.

Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn’s own.