Settings
Configure data sources, account mappings, and licence prices.
DEMO MODE — Using sample data
No real API calls are being made. All numbers are generated from static seed data. Follow the steps below to switch to live mode.
How to go live — step-by-step
Complete these steps to switch from demo mode to real data.
1
Create Azure AD app registration
Register a new app in Microsoft Entra ID (Azure Active Directory).
Open Entra admin center →2
Add API permissions (BC + Graph)
Grant:
Financials.ReadWrite.AllLicenseAssignment.Read.AllDirectory.Read.AllDeviceManagementManagedDevices.Read.All3
Create a client secret
Under Certificates & secrets, generate a new client secret. Note it down immediately.
4
Configure BC (Entra Applications)
In Business Central, go to Entra Applications and register the app with the matching Client ID. Assign the appropriate permission set (e.g. D365 BASIC).
5
Set environment variables in .env.local
AUTH_MICROSOFT_ENTRA_ID_IDAUTH_MICROSOFT_ENTRA_ID_SECRETAUTH_MICROSOFT_ENTRA_ID_ISSUERBC_TENANT_IDBC_CLIENT_IDBC_CLIENT_SECRETBC_COMPANY_IDBC_ENVIRONMENT6
Set NEXT_PUBLIC_DEMO_MODE=false
In
.env.local set NEXT_PUBLIC_DEMO_MODE=false. This disables all mock data generators.7
Restart dev server (or redeploy)
Run npm run dev (or redeploy to production). All API routes will now use real credentials.
Connection Status
Shows which integrations have credentials configured in the environment.
Checking connections…
Data Sync
Manually trigger a full refresh from all connected data sources.
Ready
All data sources synced successfully.
Last sync: 23 Mar 2025, 08:14
Active Entities
Choose which Business Central companies are included in dashboard aggregations.
Acme Distribution International
comp-gdi
Warehouse Solutions
comp-whs
Acme Real Estate
comp-gre
Transport De Rudder
comp-tdr
Disabled entities are excluded from spend totals, variance calculations, and all charts.