Microsoft Dynamics 365 Business Central
Learn how to use the Dynamics 365 Business Central Connector in DBSync Cloud Workf
Last updated
Learn how to use the Dynamics 365 Business Central Connector in DBSync Cloud Workf
Last updated
The Dynamics 365 Business Central connector in DBSync Cloud Workflow enables seamless data integration between Microsoft Dynamics 365 Business Central and various applications such as Salesforce, QuickBooks, and other databases. It helps synchronize data across platforms for better operational efficiency and decision-making.
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.
Automation: Schedule workflows to automate data sync at specific intervals.
DBSync Account: Ensure you have an active DBSync account with the necessary permissions to use connectors.
Dynamics 365 Business Central License: Access to Dynamics 365 Business Central with the required permissions for data access.
API Access: API access enabled for Dynamics 365 Business Central.
Navigate to and sign in with your credentials.
Go to Connectors > Add New Connector.
Search for and select Dynamics 365 Business Central.
When setting up the connector, you will see the following fields:
1. Version
Choose Online (currently the only supported mode).
2. Connect (OAuth)
Click Connect (OAuth) to authenticate with Microsoft.
Upon successful login, your Tenant ID is auto-filled based on the authenticated session.
3. 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.
4. Company Name
Select the target company from the drop-down list, which is dynamically populated based on your tenant and environment.
Click Save to store the configuration.
Login to Business Central.
Once logged in, check your browser's address bar.
https://businesscentral.dynamics.com/**c86b5726-2a50-4b12-9703-ce9be669e77d**
The part in bold is your Tenant ID.
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.
Run this in Azure PowerShell:
In Workflows, create or edit a workflow to include the Dynamics 365 Business Central connector.
Define the Source and Target objects, such as Customer, Vendor, or Item.
Map fields between Dynamics 365 Business Central and your target application by selecting Map Fields.
Use Custom Mapping for fields that do not have direct counterparts.
Define synchronization rules to filter data according to conditions (e.g., sync only records created within the last 30 days).
Choose the direction of sync: Unidirectional (from Dynamics to target) or Bidirectional.
Go to Workflow Schedule and select the timing for the sync operation (e.g., hourly, daily).
You can also enable Event-Based Triggers to run workflows based on data changes in Dynamics 365 Business Central.
Test the integration by running a Test Sync to ensure data transfers as expected.
Review the results in the Execution Logs to troubleshoot any issues.
Once verified, enable the workflow for continuous sync.
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.
Connection Timeout: Increase the connection timeout settings in Connector Settings if you experience frequent timeouts.
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