Help for TSL Labs products

Getting started

TSL Labs apps install as extensions to Microsoft Dynamics 365. They don't change standard Microsoft objects, and your existing setup stays as it is. Always install and test in a sandbox environment before production.

Install a Business Central app

Applies to the Xero Bills Connector, Dynamics BC for Nonprofit and Dynamics BC Equipment Rental.

1. Find the app on Microsoft AppSource, or contact us to arrange access.
2. Sign in with a Business Central administrator account and install the app into a sandbox environment first.
3. In Business Central, open Extension Management and check that the app shows as installed.
4. Assign the app's permission sets to the right users (see Give users access).
5. Follow the setup steps for your app below, test with real data in the sandbox, then repeat in production.

Install a Finance & Operations app

Applies to F&O Multisource Exchange Rate and F&O License Management.

1. We provide the app as a deployable package for your Finance & Operations version.
2. Your system administrator or implementation partner applies the package to a sandbox environment first, using your normal deployment process (Lifecycle Services or the Power Platform admin center).
3. If we sent you a license file for the app, apply it through your deployment process. Then check that the app's configuration key is enabled in System administration › Setup › License configuration.
4. Assign the app's security roles, follow the setup steps for your app below, and test before applying the package to production.

Give users access

Each app comes with its own security roles or permission sets, so access can be given only to the people who need it.

F&O Multisource Exchange Rate

Imports exchange rates from public APIs, starting with the Bank of Canada, checks each rate, and holds unusual movements for review. The app's pages are in the Exchange rate API module, grouped under Setup, Periodic tasks and Inquiries.

1. Create a source profile

1. Go to Exchange rate API › Setup › Exchange rate API profiles.
2. Select Create Bank of Canada profile. The profile is created disabled, with all currency pairs inactive, so nothing imports until you're ready.
3. On Currency pairs, activate only the pairs you want, and mark the ones you expect in every run as Expected so missing data is flagged.
4. Select the Exchange rate type the rates should be stored in. It must be the same type you'll choose when importing.
5. For other providers, create a profile and set the URL template, payload format (JSON or XML), record and field paths, date format and, if required, an API key. Keys are stored encrypted.

2. Set controls and alerts

• Movement tolerance %: rates that move more than this versus the previous rate are held for review. Enter 0 to switch the check off.
• Maximum publication age: refuses rates older than this many days.
• Effective date offset: days added to the publication date to get Valid from. Leave 0 to keep the publication date.
• Timeout, maximum retries and retry backoff: how long to wait for the provider and how often to retry.
• Alert email: where run summaries are sent. History retention sets how long run history is kept.

3. Test before you import

• Test connection retrieves the latest publication and shows how many rates were mapped, without storing anything.
• Preview shows the rates the profile would propose for a date range, also without storing anything.

When the results look right, enable the profile.

4. Schedule the import and reconciliation

1. Add the provider in General ledger › Currencies › Configure exchange rate providers if it isn't already listed.
2. Open General ledger › Currencies › Import currency exchange rates, choose the TSL Labs provider and the same exchange rate type as the profile, decide whether existing rates may be overridden, and set it to run as a recurring batch job.
3. Schedule Exchange rate API › Periodic tasks › Reconcile exchange rate API runs to run after the import. It confirms what was stored, sets each run's final status and sends the alert email.

5. Review runs and held rates

Open Exchange rate API › Inquiries › Run history. Each run lists every currency pair with its decision: Imported, Unchanged, Held, Rejected, Missing or Skipped. For held rates, a reviewer can:

• Approve the rate, optionally entering a final rate override and a resolution note. Approved rates are stored on the next import for that profile.
• Dismiss the rate with a note, so it is never stored.

Common messages

F&O License Management

Compares the licenses your users' security roles require with the licenses assigned in Microsoft 365 and the seats you've purchased. Open it from System administration › Workspaces › License compliance.

Try it with sample data first

Select Load sample data to load a demonstration tenant with deliberate compliance issues and explore the workspace.

1. Build your license catalog

In License SKUs, add each Dynamics 365 license you hold: the SKU as shown in the Microsoft 365 admin center, its name, the application it covers, whether it's a base, attach, Activity or Team Members license, its monthly price and the seats purchased.

2. Map security roles to license levels

In Role license requirements, set the license level each security role needs per application: Team Members, Activity or Full. A Full requirement must name its application. Roles you haven't mapped show up as Needs review.

3. Record Microsoft 365 assignments

In Microsoft 365 license assignments, record the licenses each user holds, matching the user by their alias. Keep this in step with the Microsoft 365 admin center, as the results are only as current as this list.

4. Calculate and review

1. Run Refresh compliance. Select Reload user roles from F&O security to take a fresh snapshot of user role assignments.
2. Schedule it as a recurring batch job to keep results current.
3. Review the workspace tabs: Licenses (purchased vs assigned vs required), Licensing violations, Over-licensed and review, and All users. Select a user to see their roles and the license each role requires.

What each status means

The engine follows Dynamics 365 licensing rules: one base license plus attach licenses for each additional application needing Full access, a higher license covers a lower requirement, and an attach license without a base license is flagged. Always confirm licensing decisions against your Microsoft agreement.

Xero Bills Connector

Brings approved Xero supplier bills into Business Central as purchase invoices, for one company or several sharing a Xero organisation. It only reads from Xero.

1. Create a Web app in the Xero developer portal and note its Client ID, secret and redirect URI.
2. In the connected company, open Xero Setup, enter the credentials and read-only scope, and authorise one Xero organisation.
3. Map Xero tracking options to Business Central companies (multi-company only), pull tax rates and load the default field mappings.
4. In each processing company, choose a vendor template, map tax codes and test with a real bill using Xero Test Mapping.
5. Schedule the token refresh, tax rate, pull and processing jobs.

The Xero Bills Connector help page has the complete steps, job schedule, field mapping and troubleshooting.

Dynamics BC for Nonprofit

Grant tracking, restricted fund enforcement, donor and pledge tracking, and grant reporting inside Business Central.

After installing the app, our team works with you to configure your funds, grants and reporting templates around your chart of accounts. Contact support for the setup guide or to book an onboarding session.

Dynamics BC Equipment Rental

Real-time asset availability, bookings, maintenance scheduling and usage-based billing inside Business Central.

After installing the app, our team works with you to set up your rental assets, maintenance windows and billing rules. Contact support for the setup guide or to book an onboarding session.

Updates and uninstalling

• Updates: we release fixes and compatibility updates for new Microsoft versions. Business Central apps update through the admin center. For F&O apps, we provide a new deployable package to apply through your normal process.
• Test updates first: apply updates to a sandbox, check your key processes, then update production.
• Uninstalling: removing an app stops its features. Records it already created, such as purchase invoices or exchange rates, stay in your environment.

Frequently asked questions

Get support

To help us resolve your request quickly, please include:

• The app name and the environment (sandbox or production)
• Your Dynamics 365 version, and for F&O apps the deployable package date you installed
• What you were doing, what you expected and what happened
• Screenshots of any error message, and the run ID for exchange rate or Xero issues