Install the Certify – Microsoft Dynamics 365 Business Central quickstart integration template

You can install the Certify – Microsoft Dynamics 365 Business Central quickstart integration template from the integrator.io Marketplace (U.S. | EU).

Before you install

A. Create your Celigo iPaaS account

To install the Certify – Microsoft Dynamics 365 Business Central template, sign up for an integrator.io account with administrative access.

B. Sign into your apps

Keep your Certify and Microsoft Dynamics 365 Business Central account credentials close.

• Certify – find your API key and secret
  • Keep your Certify API key and secret ready. Refer to Certify documentation to find your API details.
• Microsoft Dynamics 365 Business Central – retrieve your Environment name
  • Retrieve your environment name
  • Refer to the Microsoft Dynamics 365 Business Central help documentation to learn more about APIs and Authorization.

Install the Certify – Microsoft Dynamics 365 Business Central template

1. Select the Microsoft Dynamics 365 Business Central template from the Certify Marketplace and click Preview.
2. Review the template’s contents and ReadMe file and click Install now to begin.

Set up your Certify and Microsoft Dynamics 365 Business Central connection

Next, you’re presented with Certify and Microsoft Dynamics 365 Business Central setup options.

Step 1: Connect to Certify

Click Configure to establish the Certify connection. If you have already set up a connection to Certify, select it from the list. Otherwise, click Set up new connection and provide your Certify account credentials.

Click Save & close to test the connection and return to the template installation.

Step 2: Connect to Microsoft Dynamics 365 Business Central

Click Configure to establish the Microsoft Dynamics 365 Business Central connection If you have already set up a connection to Microsoft Dynamics 365 Business Central, select it from the list. Otherwise, click Set up new connection and provide your Microsoft Dynamics 365 Business Central account credentials.

Tip: Set your Concurrency level to 1 to control the volume of your requests.

Click Save & close to test the connection and return to the template installation.

Get started with the quickstart template

Now that you’ve installed this quickstart template in your integrator.io account, understand how to configure and run your flows:

• To familiarize yourself with the integration tile, refer to Understand how to use your integration tile.
• To know more about how to schedule or run a flow, refer to Schedule data flows.
• To know how to use the flow-dashboard, refer to Understand your dashboards.
• To understand template management, refer to Delete or restore a quickstart integration template.