Set up a connection to Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central documentation: API guide, Authentication

Contents

• A. Set up a Microsoft Dynamics 365 Business Central connection
• B. Edit Microsoft Dynamics 365 Business Central application details
  • Retrieve your Microsoft Dynamics 365 Business Central environment name
• C. Edit advanced Microsoft Dynamics 365 Business Central settings
• D. Save and authorize the Microsoft Dynamics 365 Business Central connection
• E. Test the connection

A. Set up a Microsoft Dynamics 365 Business Central connection

Start establishing a connection to Microsoft Dynamics 365 Business Central in either of the following ways:

• From the Resources menu, select Connections. Then, click + Create connection at the top right.
      – or –
• While working in a new or existing integration, you can add an application to a flow simply by clicking Add source or Add destination/lookup.

In the resulting Application list, select Microsoft Dynamics 365 Business Central.

The Create connection pane opens with required and advanced settings.

B. Edit Microsoft Dynamics 365 Business Central application details

At this point, you’re presented with a series of options for providing Microsoft Dynamics 365 Business Central authentication.

Name (required): Provide a clear and distinguishable name. Throughout integrator.io imports and exports, you will have the option to choose this new connection, and a unique identifier will prove helpful later when selecting among a list of connections that you’ve created.

Application (required, non-editable): A reminder of the app you’re editing.

Environment name (required): Enter your Microsoft Dynamics 365 Business Central environment. (The environment name is shown at the left in your Business Central Admin Center.)

C. Edit advanced Microsoft Dynamics 365 Business Central settings

Before continuing, you have the opportunity to provide additional configuration information, if needed, for the connection.

D. Save and authorize the Microsoft Dynamics 365 Business Central connection

Click the Save and authorize button in integrator.io to commit your changes and proceed to log in with Microsoft. Enter the email address of your registered Microsoft Dynamics 365 Business Central account and click Next.

Enter Password: Enter the password of your registered Microsoft Dynamics 365 Business Central account and click sign in.

E. Test the connection

Once you have configured the Microsoft Dynamics 365 Business Central connection, you have a few options for continuing:

• Save – click this button to test the connection, commit the new connection so that it will be available to all integrations for your account
• Save & close – click to test and save the connection and exit the Create connection pane
• Cancel – click to exit without saving any new changes
• Test connection – click this button to verify that your new connection is free of errors

When you test or save the connection, it is verified before continuing.

The new connection is now successfully added to your account. It will be applied to the current source or destination app if you created it within a flow. Otherwise, you may proceed to register the connection with an integration.