Microsoft Dynamics 365 Business Central Connector Reference
Microsoft Dynamics 365 Business Central is an ERP tool that provides a consolidated way of managing sales, marketing, purchasing, inventory, manufacturing, and shipping logistics. Microsoft Dynamics 365 Business Central also contains a limited set of CRM tools for managing contacts, interactions, segments, opportunities, and marketing campaigns.
Connections
To connect to a system, whether it is a source of data or the target where you are sending data, you must create a connection with that system’s required credentials. You typically connect to different systems within a flow and can reuse each connection every time you need to connect.
This system requires the following credential information for its connections:
- Connection Display Name
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Enter a connection name that will help you remember the details of this connection. You can reuse connections multiple times in a single flow, and in more than one flow, and the credentials are hidden after you create the connection. Therefore, it’s helpful to provide a name that easily identifies this connection from others.
Only you can see the connection. Other users in your Composer app must create their own connections.
- Base URI
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The parameter base URI, for example,
https://api.businesscentral.dynamics.com/v2.0/<tenantId>/<environmentname>/api/v2.0. Each instance or tenant gets its own parameter base URI. - Username
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The OAuth username that you use to log into Microsoft Dynamics 365 Business Central.
- Password
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The OAuth password that you use to log into Microsoft Dynamics 365 Business Central.
Triggers
Each flow starts with either a scheduler or a trigger. Schedulers are set to a default frequency of 15 minutes. Triggers, such as "each time a new record is created", are defined by you and provide multiple options related to the data in your system.
Triggers use a polling process to actively check for new updates from an external system. The polling frequency is 15 seconds.
This system provides the following trigger options:
- On New or Updated Sales Order
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Checks for a new or updated sales order or a new or updated sales order line. Provide a value for Company.
- On New or Updated Item
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Checks for a new or updated item. Provide a value for Company.
- On New or Updated Customer
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Checks for a new or updated customer. Provide a value for Company.
Polling Frequency
For triggers in this connector, the Polling Frequency field is required. This field enables you to select how often Composer makes a request to the underling system API to look for changes to records in active flows. You can select a different polling frequency for each flow in your organization. With a shorter frequency, the flow executes more often; however, a shorter frequency consumes more API calls. For example, if you have an order management flow, you might require nearly real-time updates, which can be achieved with a 15-second polling interval (which equates to 5760 API calls per day). In contrast, if your flow updates a pricing catalog, you could poll the flow every hour (which equates to 24 API calls per day).
Actions
After you connect to a system and define the trigger or configure a scheduler, you define the actions that the flow performs. For example, you can copy a record between different systems, such as Workday and Salesforce. The actions you can perform depend on which system you are connected to.
This system provides the following actions:
- Create Sales Order
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Create a single sales order and, if provided, a list of sales order lines. Provide a value for the following fields:
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Company
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Customer Number
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- Update Sales Order
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Update a single sales order and, if provided, a list of sales order lines. Provide a value for the following fields:
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Company
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Entity ID
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ETag
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- Get Sales Orders
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Retrieve a filtered list of sales orders in addition to corresponding sales order lines. Provide a value for Company.
- Create Customer
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Create a single customer. Provide a value for Company.
- Update Customer
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Update a single customer. Provide a value for the following fields:
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Company
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Entity ID
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ETag
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- Get Customers
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Retrieve a filtered list of customers. Provide a value for Company.
- Create Item
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Create a single Item. Provide a value for Company.
- Update Item
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Update a single Item. Provide a value for the following fields:
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Company
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Entity ID
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ETag
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- Get Items
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Retrieve a filtered list of Items. Provide a value for Company.
- Create Item Variant
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Create a single Item Variant. Provide a value for the following fields:
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Company
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Code
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- Update Item Variant
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Update a single Item Variant. Provide a value for the following fields:
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Company
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Entity ID
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ETag
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- Get Item Variants
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Retrieve a filtered list of Item Variants. Provide a value for Company.