Setup Dynamics 365 Business Central Integration

Explore our API integration with Dynamics 365 Business Central.

Before you can access data from Dynamics 365 Business Central sales orders you'll need to:

• Register and configure your Business Central application and then generate your client ID
• Generate your client secret
• Update access permissions
• Add your application values to the Dock2Dock Portal

Register your application with Microsoft Azure

Register your Business Central application on the Microsoft Azure portal.

1. Sign in to the Microsoft Azure portal.

• If you already have a Dynamics 365 Business Central account, use those account details to sign in.
• If your organization is using Microsoft Entra ID to control access to Dynamics 365 Business Central, ask your Azure administrator to add your account to the correct group.

2. After you've signed in, select Microsoft Entra ID on the home page or left menu.

Details of the tenant that your account is connected to are displayed.

3. Select Manage > App registrations in the left menu, then click New registration.

4.Enter the following details:

• Name: Enter a short name for your application. We recommend you put Dock2Dock Dynamics 365 Integration.

5. Supported account types: Select Accounts in this organizational directory only (Single tenant). This allows Dock2Dock to access data in Dynamics 365 Business Central.

6. Select Register

Azure registers your application details and generates your application client ID as shown the screenshot below. You'll need this later, so either copy the details now or keep the page open in a separate browser tab.

Generate and retrieve your client secret

In the Azure Portal:

1. Select Manage > Certificates & secrets in the left menu.

2. Under Client secrets, click New client secret.

3. In the Add a client secret dialog, update the following information:

• Description: Enter a short description for your client secret to make it easier to find.
• Expires: Select the most appropriate option that complies with your company's security policy.

4. Click Add.

Your client secret is generated and displayed at the bottom of the page.

⚠️ The Secret Value won't be displayed again in full, so you must copy the value now.

Update access permissions

Now update the access permissions for your application. These control the data that your app can access in Business Central.

1. Select API permissions in the left menu.

2. Under Configured permissions, click Add a permission.

3. In the Request API permissions pane, scroll down and select Dynamics 365 Business Central.

4. Select Application & Delegated permissions and also select the listed permissions:

• AdminCenter.ReadWrite.All
• API.ReadWrite.All
• Automation.ReadWrite.All
• user_impersonation

5. Click Add permissions.

6. Above the listed permissions, select Grant admin consent for Default Directory and then select Yes to confirm your change. This option might not be available for all subscription types.

Add Microsoft Entra ID application in Dynamics 365 Business Central Portal

1. Login to Dynamics 365 Business Central Portal -> Click search icon -> Search Microsoft Entra Applications -> New

2. Paste the Microsoft Entra Application ClientID into the Client Id field and set state as Enabled

3. In the permissions tab give D365 READ access permission

4. In the Dynamics 365 Business Central Portal click Settings > Admin Center. Select the new application client and click Authorize Microsoft Entra App

Your Dynamics 365 Business Central application setup is complete.

Add your App's secure keys to the Dock2Dock Portal

1. In the Dock2Dock Portal, go to the integrations page.

2. Locate Microsoft Dynamics 365 and click Set up.

3. Enter the values for Client Id, Client Secret and Tenant Id from the Azure Portal.

4. Choose which Dynamics 365 Environment and Company Id you would like to connect to

5. Click Save. A confirmation message appears if the settings were saved successfully.