Getting Started

If you do not have a tenant for Microsoft Dynamics 365 Business Central, you can sign up for a free trial.

Once you have completed the sign up and your tenant is up and running, you can add the External File Storage - Datto Workplace Connector app from the AppSource marketplace. If you have questions about the installation process of an app through Microsoft AppSource, you can find more information on installing apps on the Microsoft Docs site.

Prerequisites

Before setting up the Datto Workplace Connector, you need:

  • A Datto Workplace account — access to Workplace Online with Administrator or Super Administrator privileges
  • An API integration in Datto Workplace — created in Workplace Online under Configuration → Integrations. This provides the Endpoint URL, Client ID, and Client Secret you will use in Business Central. See How to Set Up API Access in Datto Workplace for step-by-step instructions
  • Appropriate BC permissions — see Permission Setups

Permission Setup

Before using the connector, ensure your Business Central user has the correct permission set assigned. See Permission Setups for details.

Step 1: Create an API Integration in Datto Workplace

Before configuring anything in Business Central, you need an API integration in Datto Workplace to obtain the Client ID and Client Secret.

Follow the complete guide: How to Set Up API Access in Datto Workplace.

After completing that guide, note your Endpoint URL, Client ID, and Client Secret — you will need all three in the next step. The Endpoint URL also tells you which Domain and Cell to select in Business Central.

Step 2: Add a Datto Workplace Account in Business Central

Choose the Tell me what you want to do icon, enter External File Storage, and then choose the related link. On the File Accounts page, choose Add Account, then select Datto Workplace from the list of available connectors.

This opens the Set Up Datto Workplace Account wizard. Follow the four steps:

  1. Welcome — review the prerequisites and choose Next
  2. Connection — select your Domain and Cell, then enter your Client ID and Client Secret. Choose Next
  3. Account Name — enter a descriptive name for this account (e.g., Datto Workplace - Production). This name appears wherever Datto Workplace is listed as a storage option. Choose Next
  4. Test and Finish — choose Test Connection to verify your credentials. When the status shows Connection successful, choose Finish to save the account

The account is now registered and available as an External File Storage provider throughout Business Central.

Step 3: Verify the Account

After finishing the wizard, your new account appears in the File Accounts list. To open it:

  1. Select the account and choose Manage Account
  2. On the Datto Workplace Account card, choose Browse Projects to navigate your Datto Workplace project and folder structure from within Business Central

If the projects and folders appear correctly, the connector is working.

Next Steps

See Also