Dynamics 365 Business Central

Introduction

Business Central is a business management solution for managing your business for various sized organizations that automates and streamlines business processes. Companies can eventually add functionalities which is relevant to the domain of operations, and can customized to support even highly specialized industries. Business Central provides solutions to the companies to manage their business, including finance, manufacturing, sales, shipping, project management, services, and many more with its highly adaptable and rich features.

Business Central is fast and easy to implement and configure, and its simplicity guides to innovate product design, development, implementation and usability.

Pre-requisite of Business Central

• Valid credential of Business Central account.
• You should have extension installation permission

Installing the extension

Navigate to https://dynamics.microsoft.com/en-us/business-central/signin/ for Sign in to Dynamics 365 Business Central with a valid credential. New users may apply for new account.

Navigate to Setup & Extensions > Extensions > Manage > Upload Extension.

Browse and upload the .app file from the folder location. You may choose the current version and language to for the deployment. Activate Accept to enable the deployment of the extension.

During deployment of the extension, you may check the status of the deployment. For that choose Deployment Status and then view the status of the extension deployment. Navigate to the row to view additional details. In the deployment status details you can reach out to Refresh button in the actions from where you may retrieve the most recent status and details.

After successfully deployment of the .app extension, choose the Refresh button to see the new extensions in the list of installed extensions.

Web services exposed

To reach the Web Services List, enter “Web Services” in the search section of the top menu bar and select the Web services option. The list will guide you about the fields of the web services like Object Name, Object Id, Service Name, Published Mode etc, while calling the web services from the different applications. Keep the format as mentioned in the list.

Object ID	Object Name	Sevice Name	Published	Details
55000	AEC Application	aecapp	Yes	used to create different type of Application Details
55001	AEC Application Item	aecappitems	Yes	used to create Web related application specific Item Details data during Item creation
55002	AEC ShipInv Sync	aecshipinvsync	Yes	used to create Web related application specific Customer Shipping Invoice Details data while generating Shipping Invoice
55003	AEC Application Customer	aecappcustomer	Yes	used to create Web related application specific Customer Details data during Customer creation
55004	AEC Order Header	aecorderheader	Yes	used to create Web related application specific Order Details data during Oder creation
55004	AEC Order Header	aecsalesorderheader	Yes	used to create Web related application specific Sales Order Details data during Sales Order creation
55005	AEC Order Header Cart	Aecsalesorderheadercarts	Yes	used to create Web related application specific Sales Order Cart Details data during Order Cart creation
55007	AEC SalesOrder Header	Aecsalesorderheaders	Yes	used to create Web related application specific Sales Order Details data during Sales Order creation
550012	AEC Order Lines	aecorderlines	Yes	used to create Web related application specific Order Item Lines Details data during Order creation
550013	AEC Shipment Lines	aecshipmentlines	Yes	used to create Web related application specific Order Shipment Lines Details data during Order Shipping
550016	AEC Item LocationInventory	aecitemlocationinventory	Yes	used to store Web related application specific Item Location Inventory Details data while generating Item Inventory
550021	AEC Child Details	aecchilddetails	Yes	used to store Web related application specific Child Details data

Troubleshooting

We haven’t identified any troubleshooting steps till date. But if you face any issues with the APIs, feel free to comment here or else add a Support Ticket.

How you can configure Basic Authentication in Dynamics 365 Business Central for On-Premise Agent?

Installation of On-Premise Agent

You need to install the agent on your local server. To Know about On-Premise Agent Configuration, Click here.

Configuring Dynamics 365 Business Central

1. Create and Deploy ProcessFlows in the cloud portal.
2. Open the agent and click the checkbox in Settings Panel.
3. Move into the App Configurational Panel of the agent and configure the details of the respective application.

Steps to Dynamics 365 Business Central Application

1. In the App Configurations panel of the agent, click on the + button, beside the app Dynamics 365 Business Central. The credentials panel opens for the application Dynamics 365 Business Central.
2. Select the Authentication type from the drop-down as Basic and enter the value for API Path, User Name and Web Service Access Key. Click on Validate Button. A success message will be displayed if the credentials are validated properly. Finally, click on SAVE.
   
   Following this process, the Dynamics 365 Business Central can be configured in the OP agent.

Cloud Agent Configuration

Configure the Dynamics 365 Business Central Application in Cloud Agent

1. Login to APPSeCONNECT portal with valid credentials.

2. Navigate to Manage > App. Expand the Dynamics 365 Business Central application and click on Credential.

3. Expand the REST node, click on Add New Credential.

4. Provide the necessary information Credential Name, AuthType, API Path, User Name and Web Service Access Key.
   

5. On clicking Validate, a success mesaage will be displayed, if all the credentials provided are correct. Finally, click on Save, a toaster message will be displayed confirming the same.

How you can configure Outh2.0 Authentication in Dynamics 365 Business Central for On-Premise Agent?

Installation of On-Premise Agent

You need to install the agent on your local server. To Know about On-Premise Agent Configuration, Click here.

Configuring Dynamics 365 Business Central

1. Create and Deploy ProcessFlows in the cloud portal.
2. Open the agent and click the checkbox in Settings Panel.
3. Move into the App Configurational Panel of the agent and configure the details of the respective application.

Steps to Dynamics 365 Business Central Application

1. In the App Configurations panel of the agent, click on the + button, beside the app Dynamics 365 Business Central. The credentials panel opens for the application Dynamics 365 Business Central.
2. Select the Auth type from the drop-down as OAuth2.0and enter the value for API Path. Click on Authorize Button. A custom browser opens for validating your chosen application. You need to provide any user login credential of Dynamics 365 Business Central. Immediately, portal.appseconnect.com appears and the credentials in the OP agent gets validated and saved.
   Following this process, you can configure Dynamics 365 Business Central using Outh2.0 authentication in the OP agent.

Cloud Agent Configuration

Configure the Dynamics 365 Business Central Application in Cloud Agent

1. Login to APPSeCONNECT portal with valid credentials.

2. Navigate to Manage > App. Expand the Dynamics 365 Business Central application and click on Credential.

3. Expand the REST node, click on Add New Credential.

4. Provide the Credential Name, select AuthType as Outh 2.0 and API Path. In case of Outh 2.0, no need to specify any value for UserName and Web Service Acess Key. However, UserName and Web Service Acess Key will contain some default values.

5. On clicking Grant, a custom browser opens for validating your chosen application. You need to provide any user login credential of Dynamics 365 Business Central. Immediately, portal.appseconnect.com appears and your credentials gets validated. Follow the above procedures to validate your credtials for Outh 2.0 in cloud.

How to get the API Path?

You need to login to Dynamics 365 Business Central account with valid credentials. From the Home page, navigate to Web Services List page. Consider any Web Services from the list, the data present under the column OData V4 URL, will be your API Path except the service name.

How to get User Name and Web Service Access Key?

Login to Dynamics 365 Business Central account with valid credentials. From the Home page, click on the three ellipses. You will be navigated to Business Manager Evaluation page, click on Explore more roles.

Under System Administration, expand Users. Several users that have already been created will be visible, expand any one of them. While expanding any user, the User Name and Web Service Access Key will be visible, copy them and use these credentials in the agent.

Login user should have execute permission for table, page and API.

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