# Microsoft Dynamics 365 Business Central

## 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

{% stepper %}
{% step %}

### DBSync Access

* A valid license for this connector and access to the DBSync Cloud Workflow platform.
  {% endstep %}

{% step %}

### Dynamics 365 Business Central License

* Access to Dynamics 365 Business Central license with appropriate user permissions and API access enabled.
  {% endstep %}
  {% endstepper %}

## 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)**,&#x20;
* or select *On-Premise*.

<figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2Fm6hCxy5X56AsI8lQjb5S%2Funknown.png?alt=media&#x26;token=4d9a8c95-89f8-411a-beaf-bf3d26b7c3c5" alt=""><figcaption></figcaption></figure>

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:

<table><thead><tr><th width="158.8570556640625">Field</th><th width="438.57122802734375">Description</th><th>Required</th></tr></thead><tbody><tr><td>Environment</td><td><p>Select your environment type: </p><ul><li><strong>Production Instance</strong> </li><li><strong>Sandbox Instance</strong> </li></ul><p><strong>Note:</strong> To verify your environment, go to the Business Central Admin Center and check under the <strong>Environments</strong> tab.</p></td><td>Yes</td></tr><tr><td>Company Name</td><td>Select the target company from the drop-down list, which is dynamically populated based on your environment.</td><td>Yes</td></tr><tr><td>Tenant ID</td><td>Azure AD tenant identifier</td><td>Yes</td></tr></tbody></table>

**Note:** The connector uses **OAuth 2.0** authentication via **Azure Active Directory** for online connection.

<figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FBnPvBgdTV2c5nvZYVQ2U%2Funknown.png?alt=media&#x26;token=6fcb0ce5-6592-4e85-b3d9-58ebb75d6759" alt=""><figcaption></figcaption></figure>

***

### Configuration Fields for On-Premise Version

If you select the On-Premise version, configure the On-Premise version of Business Central as below:

| Field        | Description                                                                                                        | Required |
| ------------ | ------------------------------------------------------------------------------------------------------------------ | -------- |
| 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      |

<figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2F6VzkSVJxvEavH6pblpSf%2Funknown.png?alt=media&#x26;token=187341e0-f7e8-4c5a-b6e3-32fa9730c654" alt=""><figcaption></figcaption></figure>

## Quick Setup Guide

{% stepper %}
{% step %}

### Log into DBSync Cloud Workflow

* Use your DBSync credentials to access the platform.
  {% endstep %}

{% step %}

### Add the Business Central Connector

* Navigate to the connectors list in the Apps pane and select **Business Central**.
  {% endstep %}

{% step %}

### 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.
  {% endstep %}

{% step %}

### Test Connection

* Once configured, test the connection before you save the connection.
  {% endstep %}
  {% endstepper %}

***

## Steps to Obtain Tenant ID

### Method 1: From the Business Central URL

1. Login to Business Central.
2. 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:

```
Get-AzTenant
```

***

## Common Integration Scenarios

* **CRM to ERP Sync**
  * Sync customers and sales orders from CRM systems into Business Central.
* **eCommerce Integration**&#x20;
  * Automate order creation, inventory updates, and invoice generation.
* **Accounting & Finance Automation**&#x20;
  * Sync invoices, payments, and financial records.
* **Master Data Management**&#x20;
  * Keep items, customers, and vendors consistent across systems.

***

## FAQs

<details>

<summary>Can I connect multiple Business Central companies?</summary>

Yes. Create separate connector instances for each company.

</details>

<details>

<summary>Does the connector support bi-directional sync?</summary>

Yes. Workflows can be configured for one-way or bi-directional data flow.

</details>

<details>

<summary>Is on-prem Business Central supported?</summary>

Yes, dbsync supports both on prem and online version.&#x20;

</details>

<details>

<summary>How is security handled?</summary>

OAuth tokens are securely managed and all communication is encrypted.

</details>

<details>

<summary>Can I sync data in real-time?</summary>

DBSync offers real-time syncing with event-based triggers.

</details>

<details>

<summary>What data objects can I sync with this connector?</summary>

You can sync a variety of objects, such as Customers, Vendors, Items, Invoices, and Orders.

</details>

***

## 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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