Knowledge Base
Setting up an Integration to Dynamics 365 Business Central
Browse Common Categories
- Setting up a Dynamics CRM Connection
- Setting up a Dynamics CRM Connection
- Creating a Dynamics CRM Bulk Data Source
- Creating a Dynamics CRM Change Data Source
- Creating a Dynamics CRM Real-Time Data Source
- Setting up an Integration to Dynamics CRM
- Using an Entity Lookup
- Using an Entity Lookup
- Using an Activity Party
- Using a Multi Lookup
- Using a List Option Lookup
- Using a Relationship
- Using a MultiList Option Lookup
- Connecting to Dynamics 365 Business Central using an OAuth Token
- Creating a Dynamics 365 Business Central Bulk Data Source
- Creating a Dynamics 365 Business Central Change Data Source
- Creating a Dynamics 365 Business Central Real-time Data Source
- Setting up an Integration to Dynamics 365 Business Central
- Using an Odata Field Lookup
- Using an Entity Lookup
- Using an Activity Party
- Connecting to Dynamics 365 Customer Engagement using an OAuth Token
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Setting up an Integration to Dynamics 365 Sales
- Creating a Dynamics 365 Sales Real-Time Data Source
- Creating a Dynamics 365 Sales Change Data Source
- Creating a Dynamics 365 Sales Bulk Data Source
- Setting up a Dynamics 365 Sales Connection
- Using an Entity Reference
- Creating a Dynamics CRM Bulk Data Source
- Creating a Dynamics CRM Change Data Source
- Creating a Dynamics CRM Real-Time Data Source
- Setting up an Integration to Dynamics CRM
- Using an Entity Lookup
- Using an Activity Party
- Setting up a Dynamics CRM Connection
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Reference
- Using a MultiList Option Lookup
- Creating a REST Service Definition
- Adding a REST Service Connection
- Configuring OAuth2 Authentication
- Configuring Exchange Token Authentication
- Creating a Service Data Source Definition
- Adding a Bulk Service Data Source
- Configure Data Source Paging
- Creating a Service Destination Definition
- Setting up an Integration to a REST Service
- Creating a Service Lookup
- Configuring Service Entities for Data Sources
- Configuring Base Settings
- Using a Service Lookup
- Using Service Variables
- Using Error Handling
Setting up an Integration to Dynamics 365 Business Central
Configuration in Business Central
- In the Global Search in Business Central search for “Web Services”.
- On the Web Services page click ‘Add new’.
- Object Type – Select ‘Page’.
- Object ID – Lookup the Page ID for the page to use for the integration.
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- Service Name – Type a name for the web service.
- Note: This is the value that will be shown in SmartConnect.
- Published – Check the box.
- Use the tab key to save the record or click on another line.
Configuration in SmartConnect
- In SmartConnect navigate to Processes > Integration Processes.
- Click ‘Add new’.
- Setup the Source Tab.
- Click on The Target tab.
Target
- Select ‘Dynamics 365 Business Central Odata’.
Settings Tab
- Destination – Select a Dynamics 365 Business Central Connection.
- Company – Select the target Company
- Entities to Process – Select one (or more) web services to integrate into.
Note: If the desired web service is not in the list click ‘Refresh Services’.
- Include linked entities – When selected linked services will be mappable.
- Ignore Update Conflicts – When selected SmartConnect will not use eTags
Note: Only required when receiving the error ‘Sorry, we just updated this page. Reopen it, and try again.’
- Remove Blank Properties – When selected blank values will not be sent to Business Central
- Run to file – When selected the data will not be sent to Business Central but will be output to a file for review.
- Target Lines – Displays the lines that will be available to be mapped on the integration tab.
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Click on the Companies Tab (Only required for multi-company integrations)
Connections
- Add Companies from other connections from the dropdown then click ‘Add’
Connection Grid
- For each company selected the import will send a record to that company.
- If none are selected, additional logic can be defined on the ‘Custom’ tab.
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Click on the Customer Tab
- Javascript Code – use Source Column values to dynamically change the target company.
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- Click on the ‘Integration’ tab.
- Target Lines – From the dropdown select the lines that will be mapped.
- For Delete – when selected, records from the destination that are in the source will be removed.
- Update Existing – When selected, records that already exist will be updated with any changes.
- Update Blank Data – When selected, data that is blank in the source will update the corresponding records in the destination to blank if the destination record has data.
- Source Grouping tab – Select which source(s) to group by and the function for the source.
- Target Integration tab – This is where the Source data is mapped to the Target fields.
- Additional Columns tab – Additional Transformation of data between source and target.
Note: there are separate articles for each type of Additional Column.
- Restriction tab – Define a restriction to filter records that will be sent to target.
Note: there is a separate article for creating restrictions.
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- Once the Target field(s) are mapped to a Source(s), the Save button becomes active allowing the user to save the Integration Process.
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