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Dynamics 365 Business Central

Kristian Ek
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Introduction

This Dynamics Business Central integration works with a Azure App Registration.

The integration will search Contacts and will show a pop-up

Configuration

The Dynamics Integration works with OAuth2.0. This means users will log in with their own credentials. VoIPcube will automatically present the login screen when required.

A one-time setup in the azure environment is needed.

  • Go to https://portal.azure.com

  • Go to Entra ID


    OR

  •  

    Go to App Registrations > New Registration


  •  

    Enter the following details

    Name : identifiable name
    API Access : Accounts in this organizational directory only (single tenant)
    Redirect URL : https://voipcube.nl

    • Click Register

  • Note down the Application (client) ID

  • Note down the Directory (tenant) ID


  • Go to Certificates & Secrets


  •  

    Click on New Client Secret


  •  

    Add a Description and set the Expires and click add


  • Note down the secret Value.

The value is only shown once. make sure to save it!

  • Click on API permissions > Add a permission


  • Find Dynamics 365 Business Central . and go to delegated permisisons and add user_impersonation + Financials.ReadWrite.all and click add permissions



  •  

    Click Grant admin consent for {Organization}

This action allows usage of the app registration for all users in the {Organization}

Now we need to gather environment ID's

  • Go to Dynamics Business Central

  • In the top right click on Environment: xxxx

  • note down the environment name

  •  

    Click on Settings > Company Information

     

  •  

    Find and note down the company name in the URL


Repeat these environment id lookups for each company if you want to configure the integration for multiple companies. The App Registration setup can be shared across multiple company setups.

Assignment

  • Assign the Dynamics 365 (Business Central) Integration to the customer

    Enter the Client ID
    Enter the Client Secret
    Change the Authorization Endpoint + Token Endpoint to include the Tenant ID
    Enter the Company Name
    Enter the Tenant ID
    Enter the Enviroment Name


    Enter the Client Secret

  •  

    Click Save

     

  • Assign the integration to users. Ence they configured the VoIPcube client the dynamics log in window will be presented. here they can log in with their own user account.

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