Articles in this section

Set up a connection to Microsoft Dynamics 365 Business Central

Naga Sri Hari Gonaboyina
Updated

Microsoft Dynamics 365 Business Central helps to streamline and grow your business. It is a comprehensive business management solution for small and medium-sized businesses.

Set up a connection

After you start the connection, configure it in the Create connection panel and complete all of the required * authentication settings:

Setting

Instructions

Name your connection * 

Enter a clear and distinguishable name.

Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account.

API type * 

Choose your Microsoft Dynamics 365 Business Central API type:

  • API: Get account, currency, customer, and employee details

  • OData: Get custom endpoint details

  • S2S: Get custom endpoint details

  • OData (web services): Get web service endpoint details

API types: API and OData

Environment name * 

Enter your Microsoft Dynamics 365 Business Central environment.

dataLoad.svg​​ How to retrieve the environment name

API type: S2S

Tenant ID * 

Enter your Microsoft Dynamics 365 Business Central tenant ID.

dataLoad.svg​​ How to retrieve the tenant ID

OAuth 2.0 client * 

Select the OAuth 2.0 client that stores the client ID and client secret provided to you by Microsoft Dynamics 365 Business Central.

dataLoad.svg​​ How to retrieve the client ID and client secret

To add an OAuth 2.0 client and configure your credentials, click the plus (+) button. Click the edit (pencil.svg) button to modify a selected OAuth 2.0 client. For more information, see Create an OAuth 2.0 iClient resource

Company name * 

Enter your Microsoft Dynamics 365 Business Central company name. For example, if your company name is BC POC Company, make sure you enter the company name in this format: ’BC POC Company’.

dataLoad.svg​​ How to retrieve the company name

Scopes * 

Scopes are OAuth 2.0 permissions that Microsoft Dynamics 365 Business Central defines to limit access to your account.

dataLoad.svg​​ How to configure scopes

API type: ODAta (Web services)

Auth type * 

Select your Microsoft Dynamics 365 Business Central authentication type (Basic or OAuth 2.0).

Basic authentication

On-premise agent *

Select an on-premise agent from the list.

To connect to an on-premise application, integrator.io requires that an agent be installed on a networked computer. For more information see On-premise agent.

Base URL * 

Enter your Microsoft Dynamics 365 Business Central base URL. For example, if your URL is http://localhost:7048/BC150/xyz, then localhost:7408 is your base URL.

Server instance name * 

Enter your Microsoft Dynamics 365 Business Central server instance name. For example, if your URL is http://localhost:7048/BC150/xyz, then BC150 is your server instance name.

Company name * 

Enter your Microsoft Dynamics 365 Business Central company name. For example, if your company name is BC POC Company, make sure you enter the company name in this format: 'BC POC Company' .

 dataLoad.svg​​How to retrieve the company name

Username * 

Enter your Microsoft Dynamics 365 Business Central username. If you're using Windows authentication, enter your Windows username; if you're using NAV, enter your NAV username.

Password * 

Enter your Microsoft Dynamics 365 Business Central password. If you're using Windows authentication, enter your Windows password; if you're using NAV, enter your NAV password.

OAuth 2.0 authenticaton

Environment name * 

Enter your Microsoft Dynamics 365 Business Central environment.

dataLoad.svg​​ How to retrieve the environment name

Tenant ID * 

Enter your Microsoft Dynamics 365 Business Central tenant ID.

dataLoad.svg​​ How to retrieve the tenant ID

Company name * 

Enter your Microsoft Dynamics 365 Business Central company name. For example, if your company name is BC POC Company, make sure you enter the company name in this format: ’BC POC Company’

dataLoad.svg​​ How to retrieve the company name

Tip

This connector documentation describes only the settings shown for the Simple view. For the corresponding HTTP settings, see the OAuth 2.0 auth universal connector documentation.

How to retrieve the environment name

  1. Sign in to the Microsoft Dynamics 365 Business Central admin center.

  2. In the top-right corner, click Environment.

  3. Identify the required environment and copy the Environment name.

    Environment.png

How to retrieve the company name

  1. Sign in to the Microsoft Dynamics 365 Business Central admin center.

  2. In the top-right corner, click Environment.

  3. Identify and select the required environment.

  4. In the selected Environment, you can see the list of Available company/companies.

  5. Copy the required Company name. If you use this method, make sure you enter the Company name in this format: ’BC POC Company’

    Company_name.png

Tip

You can also use the following steps to identify your company name.

  1. Sign in to the Microsoft Dynamics 365 Business Central admin center.

  2.  In the top-right corner, click Search.

  3. Enter and click Web services. The Web services window opens.

  4. From OData V4 URL, choose the required endpoint URL. 

  5. From the endpoint URL, copy the Company name. For example, if your URL is https://api.businesscentral.dynamics.com/v2.0/1d55ad/eTailAutomation/ODataV4/Company('CRONUS%20USA%2C%20Inc.')/Account, then copy ‘CRONUS%20USA%2C%20Inc.’.

  6. Use any URL decoder and decode the copied company name. For example, it will look like ’CRONUS USA, Inc.’

    Company.png

How to retrieve the tenant ID, client ID, and client secret

  1. Sign in to your Microsoft Azure account.

  2. Navigate to Microsoft Entra ID > App registrations and click the required app. For information on how to create a new app, see Register an application.

  3. From Essentials, copy the Tenant ID (directory ID).

  4. From Essentials, copy the client ID (application ID).

  5. Navigate Certificates and secrets > Client secrets.

  6. Click + New client secret. The Add a client secret panel opens.

  7. Enter Description.

  8. Click Add.

  9. Copy the Client secret (value).

How to configure scopes

  1. Click Scope.

  2. To access all of the scopes in the API, click the » button.

    – or – 

    Check the scopes you want to add and click the > button.

  3. Click Save.

Save and authorize

  1. Click Save and authorize to commit your changes and proceed to sign in with Microsoft Dynamics 365 Business Central.

  2. After signing in, review the permissions for the integration and click Accept.

Additional references