MS Dynamics 365 Business Central - Getting started in Peliqan

Microsoft Dynamics 365 Business Central (formerly Microsoft Dynamics NAV or Navision) is a cloud based enterprise resource planning (ERP) app that assists with finance, manufacturing, customer relationship management (CRM), supply chains, analytics, and electronic commerce for small and medium-sized companies and local subsidiaries of large international groups. Business central is available On Prem as well as On Cloud. This article provides an overview to get started with the Microsoft Dynamics 365 Business Central connector in Peliqan. Please contact support if you have any additional questions or remarks.

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Contents

• Connect Microsoft Dynamics 365 Business Central in Peliqan
• Add connection
• Configuration Steps
  • 1. Connection Setup
  • 2. Business Central Credentials
• Create a “Private App” in Azure
• Sync data from Custom APIs
• Sync data using Peliqan’s extension for Microsoft Business Central
• Need further help

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Connect Microsoft Dynamics 365 Business Central in Peliqan

In Peliqan, go to Connections and click on “Add connection”. Search for “Business Central” in the list. There are multiple connectors available for Business central. Note: if you want to use a Private App, see below on how to create the app in Azure. Connectors for standard data:

• Microsoft Dynamics 365 Business Central
• Microsoft Dynamics 365 Business Central (Private app)

Connectors for working with Custom API’s in Business Central:

• MS Business Central Custom API
• MS Business Central Custom API (Private app)

For more info on using the Custom API, see: MS Dynamics 365 Business Central - Custom API Connectors for working with Peliqan’s extension for Business Central: For more info on the Peliqan extension, see: MS Business Central extension

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Add connection

In Peliqan, go to Connections, search for Business Central and select one of the connectors:

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Configuration Steps

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1. Connection Setup

Connection Name Enter a descriptive name for this connection.

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2. Business Central Credentials

Tenant ID To find your Tenant ID:

1. Log in to Business Central and navigate to the Dashboard
2. Click the Settings icon (⚙) in the top toolbar
3. Select “Admin Center”
4. Copy the Tenant ID from the URL (it appears as https://businesscentral.dynamics.com/{TENANT_ID}/admin)

You can also find your Tenant ID by clicking on the Help icon (question mark top right corner) > Help & Support > See Under “Troubleshooting”. Environment Name To locate your Environment Name:

1. In the Admin Center, select “Environments”
2. Choose your environment from the list (or create one if needed)
3. Enter the exact environment name as shown

You can also find your Environment name by clicking on the Help icon (question mark top right corner) > Help & Support > See Under “Troubleshooting”. Company Name To find your Company Name:

1. On the Business Central Dashboard
2. Click the Building icon in the top toolbar
3. Select the company you want to connect to from the list
4. Enter the exact company name as shown

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Create a “Private App” in Azure

In order to connect Business Central in Peliqan, you have to create an app in Azure. This is a so called “private” app. After entering all the details in Peliqan (client id, client secret, tenant id) etc. Peliqan will start syncing your data.

1. Login to Azure Portal Account and click on App Registrations (or search for App Registrations):

2. Click on New Registration to register a single tenant application:

3. Provide details and click on Register:

4. On Overview, make sure to copy ClientId and TenantId:

5. To enable OAuth, click on Authentication > Add Platform > Click on Web:

6. A configure Web window will open to add Redirect URL (https://oauth.peliqan.io) and click configure:

7. Add Permissions, select API Permissions > Add a permission > Dynamics 365 Business central:

8. Add Delegated permissions and Applications permissions as below:

Delegated permissions: Application permissions: Following permissions have to be added:

• AdminCenter.ReadWrite.all
• API.ReadWrite.All
• app_access
• Automation.ReadWrite.All
• Financials.ReadWrite.All
• user_impersonation

9. Grant Admin consent to the Apps:

10. Get Client Secret: In left pane, click Certificates & Secrets > Client Secret > New Client Secret and provide details to get the client secret. and click on the Add button:

NOTE: Client secret is only visible when created, make sure to copy and save it for future use. For the Peliqan Connection, you will need to provide the client secret value.

11. Register the Application in Business Central:
    1. Go to https://businesscentral.dynamics.com/ and login with the same account as Azure Portal.
    2. Click on search icon and search for ‘aad’ (or “Entra”) and select Azure Entra Applications.
    3. Click on New button
    4. On the new popped-up window, enter Client Id from app overview, enter a description and enable it.
    5. On the User Permission Sets section below add 3 permissions mentioned below and save it.
    6. Make sure the application should be enabled.
12. Get Environment details:
    1. Select settings icon and select admin center:
    2. On admin center you will be able to find the environment details:
    3. Get your company name using company icon on Business Central Homepage:

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Sync data from Custom APIs

You can fetch data from Custom APIs that have been published in your Business Central tenant. Click here for more info: MS Dynamics 365 Business Central - Custom API

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Sync data using Peliqan’s extension for Microsoft Business Central

If you need to sync e.g. custom objects or custom fields, you can do this by installing Peliqan’s extension in your Business Central environment. Next, use the connector named “MS Business Central (Peliqan Extension)”. More info: MS Business Central extension

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Need further help

Please contact our support for any further assistance via support@peliqan.io.