Microsoft Dynamics 365 Business Central

Learn how to use the Dynamics 365 Business Central Connector in DBSync Cloud Workf

Overview

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.

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.

• Automation: Schedule workflows to automate data sync at specific intervals.

Prerequisites

• 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.

Setting Up the Dynamics 365 Business Central Connector

Log into DBSync Cloud Workflow:

1. Navigate to DBSync Cloud Workflow and sign in with your credentials.

Configure Dynamics 365 Business Central Connector:

1. Go to Connectors > Add New Connector.

2. Search for and select Dynamics 365 Business Central.

3. Enter the required information, including:

• Instance URL: The URL of your Dynamics 365 Business Central instance.

• Client ID and Secret: These are obtained from the Azure portal (registered app settings).

• Tenant ID: The tenant ID of your Microsoft 365 account.

• OAuth Token: Generate an OAuth token via the Microsoft identity platform for secure access.

1. Click Save to store the configuration.

Configure Field Mapping:

1. In Workflows, create or edit a workflow to include the Dynamics 365 Business Central connector.

2. Define the Source and Target objects, such as Customer, Vendor, or Item.

3. Map fields between Dynamics 365 Business Central and your target application by selecting Map Fields.

4. Use Custom Mapping for fields that do not have direct counterparts.

Set Up Data Sync Rules:

1. Define synchronization rules to filter data according to conditions (e.g., sync only records created within the last 30 days).

2. Choose the direction of sync: Unidirectional (from Dynamics to target) or Bidirectional.

Schedule the Workflow:

1. Go to Workflow Schedule and select the timing for the sync operation (e.g., hourly, daily).

2. You can also enable Event-Based Triggers to run workflows based on data changes in Dynamics 365 Business Central.

Test and Run the Workflow:

1. Test the integration by running a Test Sync to ensure data transfers as expected.

2. Review the results in the Execution Logs to troubleshoot any issues.

3. Once verified, enable the workflow for continuous sync.

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.

• Connection Timeout: Increase the connection timeout settings in Connector Settings if you experience frequent timeouts.

FAQs

Can I sync data in real-time?

DBSync offers real-time syncing with event-based triggers, provided your plan supports this feature.

What data objects can I sync with this connector?

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

Is there a limit to the data volume per sync operation?

Data limits depend on your DBSync subscription. Check with support if you experience throttling or syncing issues due to data volume.