Configuring Microsoft Dynamics 365 Business Central Integrations

Last updated: September 12, 2024

OAuth 2.0 Setup

ℹ Note

Your IT department will need to perform this step.

Create an app in Microsoft Azure

  1. Log in to Azure Portal

  2. Select App registrations

  3. Click + New registration

    • Supported account types can be Single tenant

    • No Redirect URI is necessary

    • Click Register

  1. Under API permissions click +Add a permission

    • Select Business Central

    • Check the following permissions

    • user_impersonation

    • offline_access

    • Financials.ReadWrite.All

    • Click Add permissions

  1. Under API permissions click Grant admin concent for (your org)

  2. Under Certificates & secrets click + New client secret

    • Give your certificate a description and expiration date

    • Take note of the value (not the Secret ID) of the client secret.

  1. Returning to the Overview page, take note of Application (client) ID

  2. From the Overview page, click Endpoints and take note of the OAuth 2.0 token endpoint (v2)

You will use the Secret Value, Client ID and Token Endpoint in a moment.

Add the app as an App User to Business Central

  1. Log in to Power Platform admin center

  2. Select Environments and choose your Business Central Environments

  3. Select S2S Apps

  4. Click +New app user

    • Click +Add an app

    • Choose the app you created in Azure portal (above). You can search for your app by entering the client ID you noted.

    • Select your Business Central tenant as your Business unit

    • Under Security Roles select System Administrator

    • Click Create

Custom Properties Setup

🛑 Before You Enable the Integration

Before you enable the Microsoft Dynamics 365 Business Central integration in Cofactr, you will need Custom Properties configured within your Cofactr account for Vendor No and GL Account. Do not enable the integration until these custom properties are showing up here: https://platform.cofactr.com/properties/custom-properties

Enable the Integration(s)

Navigate to the Integrations App in Cofactr

Select the Microsoft Dynamics 365 Business Central integration

You will need to provide the Secret Value and Client IDfrom the previous step.

For Scopes, enter your Business Central URL with '/.default' appended to it: https://api.businesscentral.dynamics.com/.default

For Web API URL, enter your organization's Microsoft Business Central Web API URL: https://api.businesscentral.dynamics.com/v2.0/cronus.com/sandbox

Written by Matthew Haber