MEM Consolidation Credential Setup

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The MEM Consolidation Credential Setup page is used to configure secure connections between Business Central environments for consolidation purposes.

This setup enables the system to authenticate and retrieve financial data from subsidiary companies located in different environments using an API-based integration.

Prerequisites

Before you configure consolidation credentials, ensure that the following steps are completed:

1. Register an application in Microsoft Entra (Azure)

  1. Create an App Registration in the Azure portal.

  2. Add API permissions to the application. Include either delegated permissions or application permissions (as required by your scenario).

    1. Ensure permissions provide appropriate read/write access.

  3. Add a client secret (or certificate) under Certificates & Secrets.

  4. From the app registration, collect the following:

    1. Client ID

    2. Client Secret

2. Configure the Microsoft Entra application in Business Central (subsidiary environment)

In the source (subsidiary) company environment:

  1. Open the Microsoft Entra application setup in Business Central.

  2. Create a new application entry.

  3. Enter the Client ID from the Azure app registration.

  4. Enter the required User Permission Sets:

    1. BSSI MEM

    2. D365 FULL ACCESS

  5. Select Grant Consent.

Note: This configuration must be completed in the environment where the subsidiary company resides (the source of the data).

Fields

The following fields are available:

 
Field Description
Name Specifies a unique name for the consolidation credential (endpoint).
Description Provides additional details about the purpose of the credential setup.
Client ID Specifies the Client ID from the Microsoft Entra app registration used to authenticate the connection.
Client Secret Stores the client secret associated with the app registration (securely managed via system storage).
Key GUID Represents the system-generated identifier used to securely reference the stored client secret.

Setting Up Consolidation Credentials

To configure a new credential:

  1. Select New.

  2. Enter a Name and Description.

  3. In the Client ID field, enter the value from your app registration.

  4. Enter the corresponding Client Secret.

  5. Save the record.

  6. Once saved, the system stores the client secret securely and associates it with the Key GUID.

How It Works

A Business Unit represents a subsidiary company whose financial data will be imported. When the Business Unit is configured to use the API data import method, it uses the configured MEM consolidation credentials to connect to the subsidiary environment.

During consolidation:

  • The consolidating company (the company where consolidation is run) initiates the process.

  • The system uses the stored credentials (Client ID and Client Secret) to authenticate against the Microsoft Entra application configured in the subsidiary (source) environment.

  • Financial data (such as general ledger entries) is then retrieved from the subsidiary company via APIs and imported into the consolidating company.

Note: The Microsoft Entra application must be configured in the subsidiary environment, as this is the system being accessed; without valid credentials, the system cannot establish a connection.