Microsoft Dynamics 365 Business Central
Learn how to use Microsoft Dynamics 365 Business Central Connector in DBSync Cloud Workflow
Overview
The Microsoft Dynamics 365 Business Central Connector enables seamless integration between Dynamics 365 Business Central (D365 BC) and other cloud or on-premise applications such as Salesforce, QuickBooks, and other databases using DBSync Cloud Workflow.
This connector allows organizations to automate the exchange of financial, operational, and master data such as customers, vendors, items, sales orders, purchase orders, and invoices - helping maintain data consistency across ERP, CRM, eCommerce, and accounting systems.
Key Benefits
For Business Teams:
Accurate Financial Data: Ensure real-time synchronization of customers, orders, and invoices.
Operational Efficiency: Eliminate manual data entry and reconciliation across systems.
Faster Order-to-Cash: Automate order and invoice processing workflows.
For IT & Integration Teams:
Secure API-Based Access: Uses Microsoft-supported APIs for reliable connectivity.
Flexible Workflow Design: Supports scheduled, event-driven, and on-demand integrations.
Scalable Architecture: Integrate multiple companies, environments, or tenants.
Key Features
Bidirectional Data Sync: Sync data from Dynamics 365 Business Central to other applications and vice versa.
Pre-Built Templates: Use templates for common integrations to save time and effort.
Custom Mapping: Map Dynamics 365 data fields to corresponding fields in target applications.
Prerequisites
Connector Configuration
Each connector instance represents a single Business Central environment and company. If you need multiple connections (e.g., sandbox and production), create independent connector instances for each.
Business Central Connector supports both On-Premise and Online versions. The steps to configure each one are different. In the Connector Configuration details,
either select Online and click Connect (OAuth),
or select On-Premise.
The below sections provide details on how each version can be configured.
Configuration Fields for Online Version
Once the OAuth authentication is complete, configure the Online version of Business Central as below:
Environment
Select your environment type:
Production Instance
Sandbox Instance
Note: To verify your environment, go to the Business Central Admin Center and check under the Environments tab.
Yes
Company Name
Select the target company from the drop-down list, which is dynamically populated based on your environment.
Yes
Tenant ID
Azure AD tenant identifier
Yes
Note: The connector uses OAuth 2.0 authentication via Azure Active Directory for online connection.
Configuration Fields for On-Premise Version
If you select the On-Premise version, configure the On-Premise version of Business Central as below:
Endpoint
The specific API URL used to connect to Business Central web services (OData or SOAP) to read/write data
Yes
Username
The Azure Active Directory (Microsoft 365) user email address authorized to access the API.
Yes
Password
The Web Service Access Key generated in the user's profile
Yes
Remote Agent
The component enables secure communication between on-premise systems and the DBSync Cloud Workflow (CW) platform.
Yes
Quick Setup Guide
Configure the Connector
Enter the required configuration settings based on whether you need to configure an Online or an On Premise version:
For Online version, refer to the Configuration Fields for Online Version table above.
For On Premise version, refer to the Configuration Fields for On-Premise Version table above.
Steps to Obtain Tenant ID
Method 1: From the Business Central URL
Login to Business Central.
Once logged in, check your browser's address bar.
Example:
https://businesscentral.dynamics.com/c86b5726-2a50-4b12-9703-ce9be669e77d
The part in bold is your Tenant ID.
Method 2: From Microsoft Entra Admin Center
Go to https://entra.microsoft.com
Sign in with your admin account.
On the home page, you’ll see Tenant ID under the organization name.
Or navigate to Microsoft Entra ID > Overview to find it.
Method 3: Using PowerShell (Advanced)
Run this in Azure PowerShell:
Common Integration Scenarios
CRM to ERP Sync
Sync customers and sales orders from CRM systems into Business Central.
eCommerce Integration
Automate order creation, inventory updates, and invoice generation.
Accounting & Finance Automation
Sync invoices, payments, and financial records.
Master Data Management
Keep items, customers, and vendors consistent across systems.
FAQs
Can I connect multiple Business Central companies?
Yes. Create separate connector instances for each company.
Does the connector support bi-directional sync?
Yes. Workflows can be configured for one-way or bi-directional data flow.
What data objects can I sync with this connector?
You can sync a variety of objects, such as Customers, Vendors, Items, Invoices, and Orders.
Troubleshooting
Authentication Issues: Verify that your OAuth token is valid and that permissions are correctly set in both DBSync and Dynamics 365.
Field Mapping Errors: Ensure that all required fields are mapped correctly and have valid data types.
Summary
The Microsoft Dynamics 365 Business Central Connector enables robust, secure, and scalable integration between Business Central and your broader application ecosystem. By automating ERP data flows, organizations can reduce errors, improve visibility, and streamline critical business processes.
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