Version 24.2.9064

• Establish a Connection
• More Information

You can use the Microsoft Dynamics 365 Business Central connector from the CData Sync application to capture data from Microsoft Dynamics 365 Business Central and move it to any supported destination. To do so, you need to add the connector, authenticate to the connector, and complete your connection.

Establish a Connection

To allow Sync to use data from Microsoft Dynamics 365 Business Central, you first must establish a connection to Microsoft Dynamics 365 Business Central. Follow these steps to connect Microsoft Dynamics 365 Business Central to your Sync account:

1. Open the Connections page of the Sync dashboard.

2. Click Add Connection to open the Select Connectors page.

3. Click the Sources tab and locate the Microsoft Dynamics 365 Business Central row.

4. Click the Configure Connection icon at the end of that row. If you do not see the Configure Connection icon, you need to add the connector according to the instructions in Connections.

5. Enter connection settings on the Settings tab:

   • Connection Name - Enter a connection name of your choice.

   • Auth Scheme - Select the authentication scheme. OAuth is the default setting.

   • Company - Enter the name of the company that you want to use for Dynamics 365 Business Central.

   • Organizational URL - Enter the URL to your Dynamics 365 organization. Example: https://businesscentral.dynamics.com/YourAccount/.

6. Click Connect to D365Busines Central to connect to your Dynamics 365 Business Central account.

   Note: Perform this step only if you use an OAuth authentication scheme.

7. Click Create & Test to create the connection.

8. Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)

More Information

For more information about interactions between CData Sync and Microsoft Dynamics 365 Business Central, see Microsoft Dynamics 365 Business Central Connector for CData Sync.