- Microsoft Dynamics 365 Business Central
- Connect Microsoft Dynamics 365 Business Central to Boost.space Integrator
- Create a custom application in Microsoft Entra
- Set up permissions in Microsoft Entra
- Register an application in Microsoft Dynamics 365 Business Central
- Establish the connection with Microsoft Dynamics 365 Business Central in Boost.space Integrator
- Build Microsoft Dynamics 365 Business Central Scenarios
- Triggers
- Watch Records
- Actions
- Get a Record
- Create a Record
- Update a Record
- Delete a Record
- Searches
- Search Records
- Search Records (Advanced)
- Others
- Make an API Call
- Connect Microsoft Dynamics 365 Business Central to Boost.space Integrator
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This application does not need additional settings. So you can make connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…). only by using your login credentials or by following the instructions below . |
With Microsoft Dynamics 365 Business Central modulesThe module is an application or tool within the Boost.space system. The entire system is built on this concept of modularity. (module - Contacts) in Boost.spaceCentralization and synchronization platform, where you can organize and manage your data. IntegratorPart of the Boost.space system, where you can create your connections and automate your processes., you can manage the recordsOne row in the Boost.space database. These are individual rows under spaces in each module. For example single products, but not their variants. in your Microsoft Dynamics 365 Business Central account.
To use the Microsoft Dynamics 365 Business Central modules, you must:
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have a Microsoft account. You can create an account at account.microsoft.com/account
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have a paid subscription for Microsoft Dynamics 365 Business Central. You can see prices at dynamics.microsoft.com/en-ie/business-central/pricing/
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have an Microsoft Entra account. You can create an account at azure.microsoft.com/en-us/free
Refer to the Microsoft Dynamics 365 Business Central API documentation for a list of available endpoints.
To establish the connection, you must:
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Only for the Client Credentials connection type: Register a custom app in Microsoft Dynamics 365 Business Central.
To create an Microsoft Dynamics 365 Business Central custom application and retrieve your Сlient ID and Tenant ID:
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Log in to your Microsoft Entra account.
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Open the Microsoft Entra ID service.
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In the Overview section, copy the Tenant ID and store it in a safe place.
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Go to Identity > Applications > App registrations and click New registration.
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In the Name field, enter the name for the application.
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In the Supported account types, select the directory where you want to create a custom appCreate your own custom apps to be used in the integrator engine and share them with users in your organization..
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In the Redirect URL field, do the following:
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In the Platform field, select Web.
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In the Redirect URL field, enter the redirect URL:
https://www.integrator.boost.space/oauth/cb/microsoft-d365-bc
Click Register.
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Copy your Client ID and Tenant ID values and store them in a safe place.
To receive a Client Secret:
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Go to the custom app page.
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Click Certificates & secrets > Client secrets > New client secret.
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In the Description field, enter a description for the Client Secret.
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In the Expires field, select the expiration period for the Client Secret.
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Click Add.
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Copy your Client Secret value and store them in a safe place.
You will use these values in the Client ID, Client Secret and Tenant ID fields in Boost.space Integrator.
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Go to the App registration section and click the app you created above.
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Go to API Permissions > Add a permission > Microsoft APIs.
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Select the Dynamics 365 Business Central permission.
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For the Authorization Code type of connection, do the following:
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Go to the Delegated permissions tab.
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Select the
user_impersonation
permission. -
Click Add permissions
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For the Client Credentials type of connection, do the following:
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Go to the Application permissions tab.
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Selec the
API.ReadWrite.All
andAutomation.ReadWrite.All
permissions. -
Click Add permissions.
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Optional. Click each permission and click Grant adminAdmins in Boost.space have exclusive access to system settings. They manage the overall system setup, including appearance, language, currency, user settings, and the availability of individual modules to users and teams. consent for {tenant name} to grant admin consent.
You can establish the Authorization Code type of connection with Microsoft Dynamics 365 Business Central in Boost.space Integrator. If you want to create the Client Credentials type of connection, proceed to the next section.
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Log in to your Microsoft Dynamics 365 Business Central account.
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Search for Microsoft Entra application.
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Click New.
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In the Client ID field, enter the Client ID for the registered application that you received above.
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In the Description field, enter the app description.
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Set the State to Enabled.
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Set up the
D365 AUTOMATION
andEXTEND. MGT. - ADMIN
permissions for the userCan use the system on a limited basis based on the rights assigned by the admin. group. Refer to the MC Dynamics 365 Business Central documentation to assign permissions.
You can establish the Client Credentials type of connection with Microsoft Dynamics 365 Business Central in Boost.space Integrator.
To establish the connection in Boost.space Integrator:
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Log in to your Boost.space Integrator account, add a Microsoft Dynamics 365 Business Central moduleThe module is an application or tool within the Boost.space system. The entire system is built on this concept of modularity. (module - Contacts) to your scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive., and click Create a connection.
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In the Connection type field, select the connection type.
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Optional: In the Connection name field, enter a name for the connection.
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In the Client ID and Client Secret fields, enter the client credentials copied above.
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In the Base URL, enter your host URL. For example,
api.businesscentral.dynamics.com/v2.0/
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In the Environment field, select the environment you want to create a connection for.
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In the Endpoint field, enter the endpoint for the connection. For example,
/api/v2.0/
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Optional: Switch on the Show advanced settings toggle and specify additional scopes.
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Click Save.
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If prompted, authenticate your account and confirm access.
You have successfully established the connection. You can now edit your scenario and add more Microsoft Dynamics 365 Business Central modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.
Build Microsoft Dynamics 365 Business Central ScenariosA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive.
After connecting the app, you can perform the following actions:
TriggersEvery scenario has a trigger, an event that starts your scenario. A scenario must have a trigger. There can only be one trigger for each scenario. When you create a new scenario, the first module you choose is your trigger for that scenario. Create a trigger by clicking on the empty module of a newly created scenario or moving the... when a new recordOne row in the Boost.space database. These are individual rows under spaces in each module. For example single products, but not their variants. has been created.
Connection |
Establish a connection with your Microsoft Dynamics 365 Business Central account. |
Company |
Select the company whose records you want to watch. |
Record Type |
Select the record type to watch. |
TriggerEvery scenario has a trigger, an event that starts your scenario. A scenario must have a trigger. There can only be one trigger for each scenario. When you create a new scenario, the first module you choose is your trigger for that scenario. Create a trigger by clicking on the empty module of a newly created scenario or moving the... Field |
Enter the date field in the specified record type to be triggered by. |
LabelA label is a “tag” that can be added to items within a module. It's a flexible tool used to categorize and organize data, making it easier to customize workflows and processes. Field |
Select the descriptive label you want to see in the record. |
Select |
Select fields that you want to see in the record. |
Expand |
Select the parameter to retrieve a linked entity. |
Limit |
Enter the maximum number of results to be worked with during one execution cycleA cycle is the operation and commit/rollback phases of scenario execution. A scenario may have one or more cycles (one is the default).. |
Retrieves the details of a record by its ID.
Connection |
Establish a connection with your Microsoft Dynamics 365 Business Central account. |
Company |
Select the company whose records you want to get. |
Record Type |
Select the record type to get. |
ID |
Enter the ID of the record you want to get. |
Creates a new record.
Connection |
Establish a connection with your Microsoft Dynamics 365 Business Central account. |
Company |
Select the company in which you want to create records. |
Record Type |
Select the record type to create. |
Record Details |
Enter or map the information of the record you want to create into the fields that appear. The fields are dependent upon the selected Record Type. |
Updates a record by its ID.
Connection |
Establish a connection with your Microsoft Dynamics 365 Business Central account. |
Company |
Select the company whose records you want to update. |
Record Type |
Select the record type to update. |
ID |
Enter the ID of the record you want to update. |
Record Details |
Enter or map the information of the record you want to create into the fields that appear. The fields are dependent upon the selected Record Type. |
OData eTag |
Enter an OData eTag to identify a record version and ensure concurrency control. |
Deletes a record by its ID.
Connection |
Establish a connection with your Microsoft Dynamics 365 Business Central account. |
Company |
Select the company whose records you want to delete. |
Record Type |
Select the record type to delete. |
ID |
Enter the ID of the record you want to delete. |
OData eTag |
Enter an OData eTag to identify a record version and ensure concurrency control. |
Retrieves a list of records with simple filter builder.
Connection |
Establish a connection with your Microsoft Dynamics 365 Business Central account. |
Company |
Select the company whose records you want to search. |
Record Type |
Select the record type to search. |
Filter |
Create filters to narrow down the search records returned. |
Order by |
Map or enter the direction in which fields should be returned. |
Select |
Select fields that you want to see in the record. |
Expand |
Select the parameter to retrieve a linked entity. |
Limit |
Enter the maximum number of results to be worked with during one execution cycle. |
Retrieves a list of records with custom filter syntax.
Connection |
Establish a connection with your Microsoft Dynamics 365 Business Central account. |
Company |
Select the company whose records you want to search. |
Record Type |
Select the record type to search. |
Filter |
Create filters to narrow down the search records returned. |
Select |
Select fields that you want to see in the record. |
Expand |
Select the parameter to retrieve a linked entity. |
Order by |
Map or enter the direction in which fields should be returned. |
Apply |
Enter the query with the |
Limit |
Enter the maximum number of results to be worked with during one execution cycle. |
Performs and arbitrary authorized API call.
Connection |
Establish a connection with your Microsoft Dynamics 365 Business Central account. |
URL |
Enter a path relative to Read more about the base URL. Refer to the Microsoft Dynamics 365 Business Central API documentation for a list of available endpoints. |
Method |
GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry. |
Headers |
Enter the desired request headers. You don’t have to add authorization headers; we already did that for you. |
Query String |
Enter the request query string. |
Body |
Enter the body content for your API call. |