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Dynamics 365 Business Central
Connect to your users' Dynamics accounts

Setup Guide

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:
  • Consumer Key
  • Consumer Secret
  • Scopes Requested
This is an API-only integration - workflow actions for this integration are still in development. You can still connect user accounts, build workflows, and access the API for this integration.

Add the Redirect URL to your Dynamics 365 Finance app

Paragon provides a redirect URL to send information to your app. To add the redirect URL to your Dynamics 365 Business Central app:
1. Copy the link under "Redirect URL" in your integration settings in Paragon. The Redirect URL is:
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https://passport.useparagon.com/oauth
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2. Log in to the Microsoft Azure Portal using your Microsoft account.
3. Navigate to All Services > App Registrations and select your application.
4. Select Authentication from the sidebar.
5. Under Platform configurations, press the "Add a platform" button.
6. Select the Web platform.
7. Paste the Redirect URL from Step 1 under Redirect URIs.
8. Press the Save button at the top of the page.

Generate a Client Secret

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:
1. Navigate to Manage > Certificates & secrets in the sidebar.
2. Under Client Secrets, press the + New client secret button.
3. Name your client credentials and select an expiry that works best for your application. Press Add to create your credentials.
4. Copy the displayed Client Secret under the Value column.

Add your Dynamics 365 Business Central app to Paragon

1. Select Dynamics 365 Business Central from the Integrations Catalog.
2. Under Integrations > Connected Integrations > {YOUR_APP} > Settings, 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:
    1. 1.
      Log in to the Microsoft Azure Portal.
    2. 2.
      Navigate to Manage > Certificates & secrets in the sidebar.
    3. 3.
      Under Client Secrets, press the + New client secret button.
    4. 4.
      Name your client credentials and select an expiry that works best for your application.
    5. 5.
      Press Add to create your credentials.
    6. 6.
      Copy the displayed Client Secret under the Value column.
  • Permissions: Select the scopes you've requested for your application.
Press the blue "Connect" button to save your credentials.
Leaving the Client ID and Client Secret blank will use Paragon development keys.

Connecting to Dynamics 365 Business Central

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
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// Authenticate the user
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paragon.authenticate(<ProjectId>, <UserToken>);
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// Create purchase invoice
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paragon.request("dynamicsbusinesscentral", "/purchaseInvoices", {
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method: "POST",
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body: {
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number: "108001",
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invoiceDate: "2019-01-01",
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dueDate: "2019-01-01",
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currencyCode: "USD",
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pricesIncludeTax: false,
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totalAmountExcludingTax: 3122.8,
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totalTaxAmount: 187.37,
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totalAmountIncludingTax: 3310.17,
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status: "Paid",
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}
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});
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// Get the balance sheet
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paragon.request("dynamicsbusinesscentral", "/balanceSheet?$orderby=lineNumber&$filter=dateFilter eq 2020-12-30", {
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method: "GET"
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});
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//Update a vendor by ID
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paragon.request("dynamicsbusinesscentral", "/vendors([Vendor ID])", {
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method: "PATCH",
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body: {
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displayName: "Wide World Importers Inc.",
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blocked: "Payment"
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}
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});
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Building Dynamics 365 Business Central workflows

Once your Dynamics 365 Business Central account is connected, you 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.