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Dynamics 365 Business Central

This document is a work in progress

Dynamics 365 Business Central is a cloud ERP available from Microsoft. Please also see [(https://www.microsoft.com/en-us/dynamics-365/products/business-central)

Install SharpSync custom extension for Dynamics 365 Business Central

When logged in to your SharpSync organization as an admin user:

• Navigate to Downloads
• Locate and download the current version of the custom extension app which should look like CADSharp LLC_sharpsync-dynamics-365-api-extension_#.#.#.#.app (IN PROGRESS)
• Navigate to your Dynamics 365 Business Central web instance as an administrator
• Navigate to Extension Management: From the Business Central home page, use the search feature and type “Extension Management.” Select the appropriate link.
• Upload the Extension: On the Extension Management page, click Manage and choose Upload Extension. You will be prompted to select the .app file for your extension.
• Deploy the Extension: After selecting the file, click Accept and then Deploy. If your extension includes schema changes, you may have to select a schema sync mode, such as Force Sync for development environments.
• Manage Permissions: Make sure that the user installing the extension has appropriate permissions, typically the EXTENSION MGT. - ADMIN permission set.
• Additional documentation can be found in the following links:
  • Customizing Business Central online using apps
  • Install and Uninstall Extensions (Apps) in Business Central

Setup Dynamics 365 Business Central Datasource

To configure a Dynamics 365 Business Central datasource instance in SharpSync you need:

• The base API path of Dynamics 365 Business Central cloud which is: https://api.businesscentral.dynamics.com
• Dynamics 365 Business Central uses the OAuth 2.0 protocol to authenticate, therefore, a code grant url, a refresh token url and the oauth scopes need to be supplied, they are of the form:
  • Code Grant URL: https://login.microsoftonline.com//oauth2/v2.0/authorize
  • Refresh Token URL: https://login.microsoftonline.com//oauth2/v2.0/token
  • Scopes: https://api.businesscentral.dynamics.com/.default offline_access
• Your Dynamics 365 Business Central instance company id and environment:
  • The company id can be obtained by following these steps from your Dynamics 365 Business Central instance web interface:
    • Log in to your Business Central account and navigate to the Companies tab.
    • Select the company you want to use.
    • Click the question mark button on the top right corner and select Help & Support.
    • Under the troubleshooting section, click Inspect pages and data.
    • In the inspector, you can enter Id in the search field and the first result contains your company ID.
    • Id (8000, GUID) or $systemId (2000000000, GUID)
  • The company environment is usually visible on the top right of your Dynamics 365 Business Central instance web interface.
    • The environment is usually Production or Sandbox
• All the above credentials (except for your instance’s company id and environment) will already be set in SharpSync when you are configuring your data source.

Configure Dynamics 365 Business Central Datasource

• Login on the application
• Navigate to Data Sources
• On the right > Select Dynamics365 > Add
• Click the configure button
• On the first tab Authentication, select the OAuth 2.0 authentication type
• On the second tab Configuration, enter your Company Id and Environment as described in the previous section
• Click the Save button
• Click the Authenticate button

Configure Dynamics 365 Business Central Property Mappings

• Navigate to Property Mapping
• After creating/adding your property mappings from your primary/CAD source, select the corresponding Propel property from the drop down selection boxes.
• Dynamics 365 Business Central properties of type nestedObject are fields whose values are fetched from a related table in Dynamics 365 Business Central. For example the property Tax Group Code takes possible Code values from a related table. In order to query the possible Dynamics 365 Business Central values for a given property, in SharpSync, when configuring the Property Mapping Settings of a nestedObject type property, insert a corresponding key in the List Name input then click on the SAVE button. Possible inputs could be:
  • Code
  • No.
  • Dimension Code
  • Deferral Code
  • Location Code
  • SAT Classification
  • Name

Definitions

Dynamics 365 Business Central API selected definitions:

• Tenant: A tenant is an organization or directory.
• Application: A unique application that belongs to a tenant and has a unique ID (guid)
• Company: A tenant may have multiple companies (e.g. an organization may trade as different company names in different regions)
• Items: An item is created in a company and is queried using the company id

Notes:

In the current implementation of the Dynamics 365 Business Central Module:

[In progress]