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Setting up an Integration to Dynamics 365 Business Central

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Setting up an Integration to Dynamics 365 Business Central

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Configuration in Business Central

  1. In the Global Search in Business Central search for “Web Services”.
  2. On the Web Services page click ‘Add new’.
  3. Object Type – Select ‘Page’.
  4. Object ID – Lookup the Page ID for the page to use for the integration.
  1. Service Name – Type a name for the web service.
  • Note: This is the value that will be shown in SmartConnect.
  1. Published – Check the box.
  2. Use the tab key to save the record or click on another line.

Configuration in SmartConnect

  1. In SmartConnect navigate to Processes > Integration Processes.
  2. Click ‘Add new’.
  3. Setup the Source Tab.
  4. 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.

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.

Click on the Customer Tab

  • Javascript Code – use Source Column values to dynamically change the target company.

  1. 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.

  • 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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