Setup and configuration

Learn about setup that needs to be done before you start using Pryme Time.

1: Basic setup
2: Graph Connection

1 - Basic setup

Learn about the basic setup that needs to be done before you start using Pryme Time. How to configure the time tracking calendar, how to create retention policies for time tracking entries, and how to give the correct permission to users.

Pryme Time setup

In the Pryme Time setup you do the basic settings for Pryme Time. It’s where you enable the time tracking, set the rules for rounding of the time entries and the calendar view.

Choose the 🔎 icon, enter Pryme Time setup, and then choose the related link.

Time Tracking fast tab

Rounding methods

The rounding method is used to convert the tracked time to quantity on create/update entries from time traking entries to the timesheet. It’s suitable for billing service hours. You can set your own rule for rounding method according to your needs.

Choose the 🔎 icon, enter Rounding methods , and then choose the related link.
Fill in the fields as necessary. Hover over a field to read a short description.

Calender view fast tab

Time scale settings

For users requiring precise adjustments, the time scale settings can help. This setting empowers to expand or decrease time periods by increments smaller or bigger than the default, allowing for meticulous control over your schedule.

Interval setting allows you to define the time period represented between two points on the calendar, indicated by ellipses.
Slot count determine how finely this period is sliced, creating a tailored view of your schedule.
Ingrement appointments by specifies the drag and resizing time interval in minutes.

The default configuration sets the interval at 60 minutes, with a slot count of 2. This means that on the left side of the calendar, points of time are represented hour by hour, divided into intervals of 30 minutes. Adjusting these settings provides a personalized and granular perspective on your detailed time tracking entries within the calendar interface.

Tip

If you leave the interval and slot count settings empty, the system will automatically take default values of 60 minutes for the interval and 2 for slot Count.

Microsoft Graph Connection fast tab

The Microsoft Graph connection is needed for synchronizing calendar appointments, emails and Teams meetings. This data is used to create time tracking entries either directly or when using the Copilot feature to complete timesheets.

For more information on how to set up the Microsoft Graph connection, please refer to the Graph Connection setup.

Copilot fast tab

To enhance descriptions in the timesheet and time tracking entries, customised Copilot commands can be defined to refine the quality of the text. These commands help streamline entry descriptions by:

Using clear and precise wording
Ensuring grammatical accuracy
Following a structured format
Removing redundant or unnecessary details

Retention policies

To ensure optimal performance of our time tracking app, it is important to manage the storage of entries from various users. By default, the app is equipped with retention policies that automatically delete all entries older than two months.

If necessary, manual setup of retention policies can also be performed. To manually create retention policy, please follow the steps below:

Create retention policy for Time tracking entries

Choose the 🔎 icon, enter Retention policies, and then choose the related link.
Click on New to create.
Specify the table to which the retention policy applies, you can either enter in the field Table id 70230200 manually or use the dropdown menu to select the table from a list Time tracking table.
Fill in Retention period with period after which records will be deleted.
Check fields Apply to all records and Enabled to true.

Create retention policy for Detailed time tracking entries

Choose the 🔎 icon, enter Retention policies, and then choose the related link.
Click on New to create.
Specify the table to which the retention policy applies, you can either enter in the field Table id 70230201 manually or use the dropdown menu to select the table from a list Detailed time tracking table.
Fill in Retention period with period after which records will be deleted.
Check fields Apply to all records and Enabled to True.

Permissions

To ensure efficient usage and access control, there are two distinct permission sets: Pryme Time admin and Time tracking user.

Pryme Time Admin has elevated privileges, including access to the Pryme Time Setup, the ability to run the email reminder flow, and the authority to modify work type sets.

2 - Graph Connection

Learn how to set up the Microsoft Graph connection for Pryme Time to synchronize calendar appointments, emails, and Teams meetings.

Configuring the Microsoft Graph Connection

Create an Entra ID app registration

Before configuring the connection to Microsoft Graph in Business Central, an Entra ID app registration must be created. The app registration is used to authenticate and authorize the connection between Business Central and Microsoft Graph, it establishes a trust relationship between your app and the Microsoft identity platform.

Only users with sufficient permissions in Entra ID can create an app registration. Regular users typically do not have the necessary permissions to create app registrations. If you are unsure about your permissions, contact your Entra ID administrator.

Follow these steps to create the app registration:

Sign in to the Microsoft Entra admin center.
If you have access to multiple tenants, switch to the tenant in which you want to register the application.
Browse to Entra ID > App registrations and select New registration.
Enter a meaningful Name for your application, for example BC Pryme Time, it can be changed at any time.
Under Supported account types, specify who can use the application. We recommend you select Accounts in this organizational directory only.
Select Register to complete the app registration.
The application’s Overview page is displayed. Record the Application (client) ID, which uniquely identifies your application. You will need this ID later when configuring the connection in Business Central.
In the left navigation pane, select Certificates & secrets.
Under Client secrets, select New client secret.
Enter a description for the client secret, such as BC Pryme Time Secret, and select an expiration period that suits your needs.
Select Add to create the client secret.
After the client secret is created, copy the Value of the client secret. This value is only displayed once, so make sure to save it securely. You will need this value later when configuring the connection in Business Central.
In the left navigation pane, select API permissions.
Select Add a permission.
Select Microsoft Graph.
Select Application permissions.
In the search box, type Calendars.Read, select it from the list, and then select Add permissions.
Repeat the previous step to add the following permissions:
- Mail.Read
- CallRecords.Read.All
- User.ReadBasic.All
After adding the permissions, select Grant admin consent for [Your Organization] to grant the permissions to the app.
Confirm the action when prompted.

To set up the Microsoft Graph connection in Business Central

Choose the 🔎 icon, enter PRyme Time Setup, and then select the related link.
In the Microsoft Graph Connection fast tab, fill in the fields as necessary:
- Client ID: Enter the Application (client) ID you recorded earlier.
- Client Secret: Enter the client secret value you copied earlier.

Tip

A common mistake is to copy the Client Secret ID instead of the Value. Make sure you copy the Value. The Value is a long string of characters of random upper and lower case letters and numbers, while the Client Secret ID is only lower case letter, numbers and dashes.