Microsoft Dynamics 365 Business Central

Modified on Tue, 13 Aug at 8:30 AM

With Microsoft Dynamics 365 Business Central modules in Make, you can manage the records in your Microsoft Dynamics 365 Business Central account.

To use the Microsoft Dynamics 365 Business Central modules, you must:

have a Microsoft account. You can create an account at account.microsoft.com/account
have a paid subscription for Microsoft Dynamics 365 Business Central. You can see prices at dynamics.microsoft.com/en-ie/business-central/pricing/
have an Microsoft Entra account. You can create an account at azure.microsoft.com/en-us/free

Refer to the Microsoft Dynamics 365 Business Central API documentation for a list of available endpoints.

Connect Microsoft Dynamics 365 Business Central to Make

To establish the connection, you must:

Create a custom application in Microsoft Entra.
Set up permissions in Microsoft Entra.
Only for the Client Credentials connection type: Register a custom app in Microsoft Dynamics 365 Business Central.
Establish the connection in Make: Product name.

Create a custom application in Microsoft Entra

To create an Microsoft Dynamics 365 Business Central custom application and retrieve your Сlient ID and Tenant ID:

Log in to your Microsoft Entra account.
Open the Microsoft Entra ID service.
In the Overview section, copy the Tenant ID and store it in a safe place.
Go to Identity > Applications > App registrations and click New registration.
In the Name field, enter the name for the application.
In the Supported account types, select the directory where you want to create a custom app.
In the Redirect URL field, do the following:
1. In the Platform field, select Web.
2. In the Redirect URL field, enter the redirect URL: https://www.make.com/oauth/cb/microsoft-d365-bc
Click Register.
Copy your Client ID and Tenant ID values and store them in a safe place.

To receive a Client Secret:

Go to the custom app page.
Click Certificates & secrets > Client secrets > New client secret.
In the Description field, enter a description for the Client Secret.
In the Expires field, select the expiration period for the Client Secret.
Click Add.
Copy your Client Secret value and store them in a safe place.

You will use these values in the Client ID, Client Secret and Tenant ID fields in Make.

Set up permissions in Microsoft Entra

Go to the App registration section and click the app you created above.
Go to API Permissions > Add a permission > Microsoft APIs.
Select the Dynamics 365 Business Central permission.
For the Authorization Code type of connection, do the following:
1. Go to the Delegated permissions tab.
2. Select the user_impersonation permission.
3. Click Add permissions
For the Client Credentials type of connection, do the following:
1. Go to the Application permissions tab.
2. Selec the API.ReadWrite.All and Automation.ReadWrite.All permissions.
3. Click Add permissions.
Optional. Click each permission and click Grant admin consent for {tenant name} to grant admin consent.

You can establish the Authorization Code type of connection with Microsoft Dynamics 365 Business Central in Make. If you want to create the Client Credentials type of connection, proceed to the next section.

Register an application in Microsoft Dynamics 365 Business Central

Log in to your Microsoft Dynamics 365 Business Central account.
Search for Microsoft Entra application.
Click New.
In the Client ID field, enter the Client ID for the registered application that you received above.
In the Description field, enter the app description.
Set the State to Enabled.
Set up the D365 AUTOMATION and EXTEND. MGT. - ADMIN permissions for the user group. Refer to the MC Dynamics 365 Business Central documentation to assign permissions.

You can establish the Client Credentials type of connection with Microsoft Dynamics 365 Business Central in Make.

Establish the connection with Microsoft Dynamics 365 Business Central in Make

To establish the connection in Make:

Log in to your Make account, add a Microsoft Dynamics 365 Business Central module to your scenario, and click Create a connection.
In the Connection type field, select the connection type.
Optional: In the Connection name field, enter a name for the connection.
In the Client ID and Client Secret fields, enter the client credentials copied above.
In the Base URL, enter your host URL. For example, api.businesscentral.dynamics.com/v2.0/
In the Environment field, select the environment you want to create a connection for.
In the Endpoint field, enter the endpoint for the connection. For example, /api/v2.0/
Optional: Switch on the Show advanced settings toggle and specify additional scopes.
Click Save.
If prompted, authenticate your account and confirm access.

You have successfully established the connection. You can now edit your scenario and add more Microsoft Dynamics 365 Business Central modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Build Microsoft Dynamics 365 Business Central Scenarios

After connecting the app, you can perform the following actions:

Triggers

Watch Records

Triggers when a new record has been created.

Connection	Establish a connection with your Microsoft Dynamics 365 Business Central account.
Company	Select the company whose records you want to watch.
Record Type	Select the record type to watch.
Trigger Field	Enter the date field in the specified record type to be triggered by.
Label Field	Select the descriptive label you want to see in the record.
Select	Select fields that you want to see in the record.
Expand	Select the parameter to retrieve a linked entity.
Limit	Enter the maximum number of results to be worked with during one execution cycle.

Actions

Get a Record

Retrieves the details of a record by its ID.

Connection	Establish a connection with your Microsoft Dynamics 365 Business Central account.
Company	Select the company whose records you want to get.
Record Type	Select the record type to get.
ID	Enter the ID of the record you want to get.

Create a Record

Creates a new record.

Connection	Establish a connection with your Microsoft Dynamics 365 Business Central account.
Company	Select the company in which you want to create records.
Record Type	Select the record type to create.
Record Details	Enter or map the information of the record you want to create into the fields that appear. The fields are dependent upon the selected Record Type.

Update a Record

Updates a record by its ID.

Connection	Establish a connection with your Microsoft Dynamics 365 Business Central account.
Company	Select the company whose records you want to update.
Record Type	Select the record type to update.
ID	Enter the ID of the record you want to update.
Record Details	Enter or map the information of the record you want to create into the fields that appear. The fields are dependent upon the selected Record Type.
OData eTag	Enter an OData eTag to identify a record version and ensure concurrency control.

Delete a Record

Deletes a record by its ID.

Connection	Establish a connection with your Microsoft Dynamics 365 Business Central account.
Company	Select the company whose records you want to delete.
Record Type	Select the record type to delete.
ID	Enter the ID of the record you want to delete.
OData eTag	Enter an OData eTag to identify a record version and ensure concurrency control.

Searches

Search Records

Retrieves a list of records with simple filter builder.

Connection	Establish a connection with your Microsoft Dynamics 365 Business Central account.
Company	Select the company whose records you want to search.
Record Type	Select the record type to search.
Filter	Create filters to narrow down the search records returned.
Order by	Map or enter the direction in which fields should be returned.
Select	Select fields that you want to see in the record.
Expand	Select the parameter to retrieve a linked entity.
Limit	Enter the maximum number of results to be worked with during one execution cycle.

Search Records (Advanced)

Retrieves a list of records with custom filter syntax.

Connection	Establish a connection with your Microsoft Dynamics 365 Business Central account.
Company	Select the company whose records you want to search.
Record Type	Select the record type to search.
Filter	Create filters to narrow down the search records returned.
Select	Select fields that you want to see in the record.
Expand	Select the parameter to retrieve a linked entity.
Order by	Map or enter the direction in which fields should be returned.
Apply	Enter the query with the `$apply` option to aggregate and group your data dynamically.
Limit	Enter the maximum number of results to be worked with during one execution cycle.

Others

Make an API Call

Performs and arbitrary authorized API call.

Connection	Establish a connection with your Microsoft Dynamics 365 Business Central account.
URL	Enter a path relative to `https://baseUrl/tenant/environment/` as set up in your connection. For example, `/api/v2.0/companies`. Read more about the base URL. Refer to the Microsoft Dynamics 365 Business Central API documentation for a list of available endpoints.
Method	GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.