You can find your Dynamics 365 Business Central app credentials in your Dynamics 365 Business Central Developer Account.You’ll need the following information to set up your Dynamics 365 Business Central App with Paragon Connect:
Since Dynamics 365 Business Central does not automatically provide you with a Client Secret for your application, we’ll need to make one. To get your Client Secret:
Navigate to Manage > Certificates & secrets in the sidebar.
Under Client Secrets, press the + New client secret button.
Name your client credentials and select an expiry that works best for your application. Press Add to create your credentials.
Copy the displayed Client Secret under the Value column.
Add your Dynamics 365 Business Central app to Paragon
Select Dynamics 365 Business Central from the Integrations Catalog.
Under Integrations > Connected Integrations > Dynamics 365 Business Central > App Configuration > Configure, fill out your credentials from the end of Step 1 in their respective sections:
Client ID: Found under Essentials > Application (client) ID on your Microsoft Azure Portal app page.
Client Secret: Found under Manage > Certificates & secrets on your Microsoft Azure Portal app page.
Permissions: Select the scopes you’ve requested for your application. For a list of recommended scopes, please view this integration within your Paragon dashboard. View dashboard.
Press the purple “Save Changes” button to save your credentials.
Leaving the Client ID and Client Secret blank will use Paragon development keys.
Once your users have connected their Dynamics 365 Business Central account, you can use the Paragon SDK to access the Dynamics 365 Business Central API on behalf of connected users.See the Dynamics 365 Business Central REST API documentation for their full API reference.Any Dynamics 365 Business Central API endpoints can be accessed with the Paragon SDK as shown in this example.
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// You can find your project ID in the Overview tab of any Integration// Authenticate the userparagon.authenticate(<ProjectId>, <UserToken>);// Create purchase invoiceparagon.request("dynamicsbusinesscentral", "/purchaseInvoices", { method: "POST", body: { number: "108001", invoiceDate: "2019-01-01", dueDate: "2019-01-01", currencyCode: "USD", pricesIncludeTax: false, totalAmountExcludingTax: 3122.8, totalTaxAmount: 187.37, totalAmountIncludingTax: 3310.17, status: "Paid", }});// Get the balance sheetparagon.request("dynamicsbusinesscentral", "/balanceSheet?$orderby=lineNumber&$filter=dateFilter eq 2020-12-30", { method: "GET"});//Update a vendor by IDparagon.request("dynamicsbusinesscentral", "/vendors([Vendor ID])", { method: "PATCH", body: { displayName: "Wide World Importers Inc.", blocked: "Payment" }});
Once your Dynamics 365 Business Central account is connected, you can add steps to perform the following actions:
Create Vendor
Update Vendor
Get Vendor by ID
Search for Vendor
Delete Vendor
Create Purchase Invoice
Update Purchase Invoice
Post a Purchase Invoice
Get Purchase Invoice by ID
Search for Purchase Invoice
Delete Purchase Invoice
Create Purchase Invoice Line Item
Update Purchase Invoice Line Item
Get Purchase Invoice Lines
Get Purchase Invoice Line Item by ID
Search for Purchase Invoice Line Item
Delete Purchase Invoice Line Item
Get Accounts
Get Account by ID
Create Tax Group
Update Tax Group
Get Tax Group by ID
Search for Tax Group
Delete Tax Group
Create Payment Term
Update Payment Term
Get Payment Term by ID
Search for Payment Term
Delete Payment Term
You can also use the Dynamics 365 Business Central Request step to access any of Dynamics 365 Business Central’s API endpoints without the authentication piece.When creating or updating records in Dynamics 365 Business Central, you can reference data from previous steps by typing {{ to invoke the variable menu.
Webhook triggers can be used to run workflows based on events in your users’ Dynamics 365 Business Central account. For example, you might want to trigger a workflow whenever new records are created in Dynamics 365 Business Central to sync your users’ Dynamics 365 Business Central records to your application in real-time.You can find the full list of Webhook Triggers for Dynamics 365 Business Central below: