Set up a connection to Microsoft Dynamics 365 Business Central

Naga Sri Hari Gonaboyina

Updated October 24, 2024 17:22

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
Environment name *	Enter your Microsoft Dynamics 365 Business Central environment. How to retrieve the environment name
Tenant ID * (only for S2S and OData (web services) API type)	Enter your Microsoft Dynamics 365 Business Central tenant ID. How to retrieve the tenant ID
OAuth 2.0 client * (only for S2S API type)	Select the OAuth 2.0 client that stores the client ID and client secret provided to you by Microsoft Dynamics 365 Business Central. 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 ( ) button to modify a selected OAuth 2.0 client. For more information, see Create an OAuth 2.0 iClient resource
Company name * (only for OData (web services) API type)	Enter your Microsoft Dynamics 365 Business Central company name. How to retrieve the company name
Scopes * (only for S2S API type)	Scopes are OAuth 2.0 permissions that Microsoft Dynamics 365 Business Central defines to limit access to your account. How to configure scopes

Tip

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

How to retrieve the environment and company name

Sign in to the Microsoft Dynamics 365 Business Central admin center.
Click Environment.
Copy the Environment name.
From the available environments, copy the Company name.

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

Sign in to your Microsoft Azure account.
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.
From Essentials, copy the Tenant ID (directory ID).
From Essentials, copy the client ID (application ID).
Navigate Certificates and secrets > Client secrets.
Click + New client secret. The Add a client secret panel opens.
Enter Description.
Click Add.
Copy the Client secret (value).

How to configure scopes

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

– or –

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

Save and authorize

Click Save and authorize to commit your changes and proceed to sign in with Microsoft Dynamics 365 Business Central
After signing in, review the permissions for the integration and click Accept.