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Set it up

When this is done, each person uses Business Central from their own AI assistant, within their own permissions. Getting there has two parts. Your company sets it up once in Business Central. Then each user connects the AI assistant they use, and signs in as themselves.

For your companyFor each user
WhoThe Business Central administrator, with an Entra administrator for one stepEach person who will use Bifröst, for example in finance or sales
WhenOnce per environment and companyOnce per person, after the company's setup
Steps1 Get the app · 2 Set up Business Central · 3 Consent once · 4 Set up your data · 5 Check it and invite your users1 Pick your assistant · 2 Connect your assistant · 3 Ask your first question

Trying it first? Try it out is the quick path in a sandbox.

For your company​

  1. Get the app

    Install Bifröst Foundation and the Bifröst apps you want.

    Where: Business Central

    Who: A Business Central user with D365 EXTENSION MGT or SUPER

  2. Set up Business Central

    Run the setup wizard once per company, and give people and apps permission.

    Where: Business Central

    Who: A Business Central administrator (SUPER for outbound HTTP, SECURITY or SUPER for permissions), and someone entitled to accept terms for the company

  3. Consent once

    Give the Bifröst MCP server consent once, so assistants can sign your users in.

    Where: Microsoft Entra ID

    Who: A Global or Application Administrator in Microsoft Entra ID, once for the organisation

  4. Set up your data

    Choose which fields agents should not get, and how long logs are kept.

    Where: Business Central

    Who: The Business Central administrator, with whoever owns the data

  5. Check it and invite your users

    Connect yourself first and ask one question, then send your users their part of the setup.

    Where: AI assistantBusiness Central

    Who: The Business Central administrator

The company's setup steps: what happens, where, and who is needed. Do them in a sandbox first, then again in production. Each user then connects their own assistant.

Before you start​

  • A supported Business Central: see Requirements.
  • A sandbox is a good first place. Try everything there first; see Try it out.
  • A license for production. See Price.

Who does what​

TaskWho
Install the app from AppSource (step 1)Your Business Central administrator, or your partner
Accept the Terms of Use and run the setup wizard (step 2)Someone who may accept terms on your company's behalf
Give people and apps their permission sets (step 2)Your Business Central administrator
Give the one-time consent in Microsoft Entra ID (step 3)A Global Administrator or Application Administrator
Decide which fields agents must not get (step 4)Your company: you know your data. Your partner can set it up
Connect the assistantEach user, signed in as themselves (For each user)

Do I need a partner?​

No. Every step can be done by your own administrators. If you work with a Business Central partner, they can do the Business Central steps for you. The consent in step 3 is given by an administrator of your organisation's Microsoft Entra ID.

Sandbox, production and companies​

  • Each environment (sandbox, production) gets the apps installed separately.
  • Each company runs the setup wizard once; until then Bifröst refuses calls for that company.
  • The consent in step 3 is given once for your whole organisation.

For each user​

Once the company's setup is done, each user picks their assistant, connects it and asks a first question. It takes about ten minutes; your administrator sends you the address you need.

After setup​

Running Bifröst day to day is in For administrators; using it is in For users.

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