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: 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.

You must disable the admin consent workflow because Composer does not support it.
Base URI: 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: The OAuth username that you use to log into Microsoft Dynamics 365 Business Central.
Password: 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: 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: Checks for a new or updated item. Provide a value for Company.
On New or Updated Customer: 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

Create a single sales order and, if provided, a list of sales order lines. Provide a value for the following fields:

Company
Customer Number

Update Sales Order

Update a single sales order and, if provided, a list of sales order lines. Provide a value for the following fields:

Company
Entity ID
ETag

Get Sales Orders

Retrieve a filtered list of sales orders in addition to corresponding sales order lines. Provide a value for Company.

Create Customer

Create a single customer. Provide a value for Company.

Update Customer

Update a single customer. Provide a value for the following fields:

Company
Entity ID
ETag

Get Customers

Retrieve a filtered list of customers. Provide a value for Company.

Create Item

Create a single Item. Provide a value for Company.

Update Item

Update a single Item. Provide a value for the following fields:

Company
Entity ID
ETag

Get Items

Retrieve a filtered list of Items. Provide a value for Company.

Create Item Variant

Create a single Item Variant. Provide a value for the following fields:

Company
Code

Update Item Variant

Update a single Item Variant. Provide a value for the following fields:

Company
Entity ID
ETag

Get Item Variants

Retrieve a filtered list of Item Variants. Provide a value for Company.

Custom Fields

Custom fields are not supported. Using MuleSoft Composer, you can access standard field values for actions and triggers that you set in the Microsoft Dynamics 365 Business Central record.