Overview

Torii integrates with Microsoft Dynamics 365 Business Central and analyzes SaaS expenses and users:

• Torii will automatically match transactions to the correct application, summarize expenses, and provide insights.
• Torii syncs transaction data up to one year before the first connection date.
• Torii also syncs user data from Microsoft Dynamics 365 Business Central. The following user fields are supported: email, status.
  Note: Torii uses the contact email field as the user email, so it must be filled in for each user.
• You can constantly be updated with application information from our Integrations Page >> Integration Capabilities button >> Integration Capabilities table.

Requirements

Scopes

• Financials.ReadWrite.All - We request the Financials.ReadWrite.All permission (and not a read-only alternative), as Microsoft does not offer a read-only version of this scope.

Accounts & Permissions

• This integration requires the following credentials:
  • Tenant ID
  • Environment Name
  • Client ID
  • Client Secret

How to Generate the Required Values

In Microsoft Entra Admin Center:

1. Go to App registrations > Click New registration
   
2. In the Register an application form:
   • Name the app Torii
   • Under Supported account types, select:
     • Accounts in this organizational directory only (Single tenant)
   • Click Register
     
     

3. Go to Authentication (Preview) > Click Add Redirect URI

   Do this step for both URIs:
   https://businesscentral.dynamics.com/OAuthLanding.htm
   https://api.toriihq.com/api/auth/microsoftDynamicsBusinessCentral/callback
   
   

   1. Select Web

      

   2. Enter the URI:
      
       
   3. Click Configure
4. From the overview page, copy the Client ID and Tenant ID
   
    
5. Go to API permissions > Add a permission
   
6. Under Request API permissions, select:

   1. Dynamics 365 Business Central > Delegated permissions > Add Financials.ReadWrite.All

      

      

      

7. Click on Add permissions
8. Click Grant admin consent and confirm
   
9. Go to Certificates & secrets > New client secret
   
10. Enter a description and expiration, then click Add
    
11. Copy the Value (not the Secret ID) – this is your Client Secret
    
     

In Dynamics 365 Business Central:

1. Search for Microsoft Entra Applications
   
2. Click New and paste in the Client ID
   
   1. Set Description to Torii and State to Enabled
   2. Under User Permission Sets, add D365 BASIC ISV
      
   3. Click Grant Consent and accept the prompt
   4. Verify that the consent was successful
3. Go to Settings > Admin Center
   

4. Under Environments, locate the Environment you wish to connect to Torii

   

How to Connect the Integration

1. Go to the Integrations page in Torii.
2. Select the Microsoft Dynamics 365 Business Central tile.
   
3. Click Connect.
   
4. Enter the required values:
   • Tenant ID
   • Environment Name
   • Client ID

   • Client Secret

     

5. Click Connect and follow instructions to connect the integration
6. Mark the Consent on behalf of your organization
   

7. Once the integration is connected and synced, a green checkbox will appear next to the integration.

   
    

Q&A

Q: What happens if the client secret expires?
A: You will need to provide a new client secret and reconnect the integration.

Q: How does Torii sync purchase invoice data?
A: By default, Torii syncs each paid purchase invoice as a single transaction, which includes all line items from that invoice.
If needed, this behavior can be adjusted so that each line item is synced as a separate transaction.
For more information or to request this change, please contact Torii Support.

Q: Can I filter which expenses are imported?
A: Yes. You can configure Torii to import only expenses posted to specific G/L accounts, allowing you to sync only the accounts used for SaaS purchases.
To request this configuration, please contact Torii Support.
 

For any further questions, please contact Torii Support.