Dynamics 365 Business Central Connector Setup

Version 22.0.8423


Dynamics 365 Business Central Connector Setup


The Dynamics 365 Business Central connector allows you to integrate Dynamics 365 Business Central into your data flow by pushing or pulling data from Dynamics 365 Business Central. Follow the steps below to connect CData Arc to Dynamics 365 Business Central.

Establish a Connection

To allow Arc to use data from Dynamics 365 Business Central, you must first establish a connection to Dynamics 365 Business Central. There are two ways to establish this connection:

  • Add a Dynamics 365 Business Central connector to your flow. Then, in the settings pane, click Create next to the Connection drop-down list.
  • Open the Arc Settings page, then open the Connections tab. Click Add, select Dynamics 365 Business Central, and click Next.

Note:

  • The login process is only required the first time the connection is created.
  • Connections to Dynamics 365 Business Central can be re-used across multiple Dynamics 365 Business Central connectors.

Enter Connection Settings

After opening a new connection dialogue, follow these steps:

  1. Enter a name for the connection.

  2. The default Organization URL is correct for most users. However, if the default value does not match your configuration, enter the correct Organization URL.

  3. Enter your Company.

  4. Select your Auth Scheme from the drop-down menu.

  5. Click Connect.

  6. A new window opens for logging into Dynamics 365 Business Central. Enter your credentials and log in.

  7. If prompted, grant permissions for Arc to connect to Dynamics 365 Business Central. You will then return to Arc.

  8. Click Add Connection to finalize the connection.

  9. In the Connection drop-down list of the connector configuration pane, select the newly-created connection.

  10. Click Save Changes.

Select an Action

After establishing a connection to Dynamics 365 Business Central, you must choose the action that the Dynamics 365 Business Central connector will perform. The table below outlines each action and where it belongs in an Arc flow.

Action Description Position in Flow
Upsert Inserts or updates Dynamics 365 Business Central data. By default, if a record already exists in Dynamics 365 Business Central, an update is performed on the existing data in Dynamics 365 Business Central using the values provided from the input. End
Lookup Retrieves a value from Dynamics 365 Business Central and inserts that value into an already-existing Arc message in the flow.
The Lookup Query determines what value the connector will retrieve from Dynamics 365 Business Central. It should be formatted as a SQL query against the Dynamics 365 Business Central tables.
Middle
Select Retrieves data from Dynamics 365 Business Central and brings it into Arc.
You can use the Filter panel to add filters to the Select. These filters function similarly to WHERE clauses in SQL.
Beginning
Execute Stored Procedures Treats data coming into the connector as input for a stored procedure, and then passes the result down the flow.
You can click the Show Sample Data button to provide sample inputs to the selected Stored Procedure and preview the results.
Middle