Installing the Expense Management App
Before you can start using Continia Expense Management, you must install it in your Microsoft Dynamics 365 Business Central tenant. If you’re not completely sure about using this product, you can sign up for a free 30-day trial without any worries. This allows you to explore the features before deciding on a subscription. You’re free to cancel the trial anytime if you find that it doesn’t meet your needs.
Continia Expense Management is available from Microsoft AppSource, and there are various ways to install it. For more information, see Customizing Business Central Using Extensions.
Important
To install Expense Management, you must be assisted by an approved Continia partner. During the activation process, a person from your partner’s organization will be required to log in using their own personal user credentials.
Also, in order to install extensions from AppSource or add per-tenant extensions, you must have the right permissions. You must either be a member of the D365 EXTENSION MGMT user group, or you must have the D365 EXTENSION MGMT permission set.
To install Expense Management, follow these steps:
- Choose the
icon, enter Continia Expense Management, and then choose the related link under Get from Microsoft AppSource. - Choose Free Trial and complete the installation. For more information, see Customizing Business Central Using Extensions.
- Optional: To follow the installation status, choose the icon, enter Extension Management, and then choose the related link.
- When the Expense Management installation is complete, you’ll receive a notification in the Role Center that Expense Management has been installed.
- In the notification, choose Activate now.
- Follow the steps in the Activation Guide.
- When the guide is finished, you’ll see the Continia Expense Management Assisted Setup, which will help you set it up.