Microsoft Dynamics 365 Business Central (formerly Microsoft Dynamics NAV or Navision) is a cloud based enterprise resource planning (ERP) app that assists with finance, manufacturing, customer relationship management (CRM), supply chains, analytics, and electronic commerce for small and medium-sized companies and local subsidiaries of large international groups. Business central is available On Prem as well as On Cloud.

This article provides an overview to get started with the Microsoft Dynamics 365 Business Central connector in Peliqan. Please contact support if you have any additional questions or remarks.

Contents

• Contents
• Connect Microsoft Dynamics 365 Business Central in Peliqan
• Add connection
• Configuration Steps
• 1. Connection Setup
• 2. Business Central Credentials
• Create a “Private App” in Azure
• Need further help

Connect Microsoft Dynamics 365 Business Central in Peliqan

In Peliqan, go to Connections and click on “Add connection”. Search for “Business Central” in the list. There are 4 connectors available for Business central:

Connectors for standard data:

• Microsoft Dynamics 365 Business Central
• Microsoft Dynamics 365 Business Central (Private app)

Connectors for working with Custom API’s in Business Central:

• MS Business Central Custom API
• MS Business Central Custom API (Private app)

For more info on using the Custom API, see:

Microsoft Dynamics 365 Business Central - Custom API - Getting Started in Peliqan

If you want to use a Private App, see below on how to create the app in Azure.

Add connection

In Peliqan, go to Connections, search for Business Central and select one of the connectors:

Configuration Steps

1. Connection Setup

2. Business Central Credentials

Tenant ID

To find your Tenant ID:

1. Log in to Business Central and navigate to the Dashboard
2. Click the Settings icon (⚙) in the top toolbar
3. Select "Admin Center"
4. Copy the Tenant ID from the URL (it appears as https://businesscentral.dynamics.com/{TENANT_ID}/admin)

Environment Name

To locate your Environment Name:

1. In the Admin Center, select "Environments"
2. Choose your environment from the list (or create one if needed)
3. Enter the exact environment name as shown

Create a “Private App” in Azure

In order to connect Business Central in Peliqan, you have to create an app in Azure. This is a so called “private” app. After entering all the details in Peliqan (client id, client secret, tenant id) etc. Peliqan will start syncing your data.

1. Login to Azure Portal Account and click on App Registrations (or search for App Registrations):

2. Click on New Registration to register a single tenant application:

3. Provide details and click on Register:

4. On Overview, make sure to copy ClientId and TenantId:

5. To enable OAuth, click on Authentication > Add Platform > Click on Web:

6. A configure Web window will open to add Redirect URL (https://oauth.peliqan.io) and click configure:

7. Add Permissions, select API Permissions > Add a permission > Dynamics 365 Business central:

8. Add Delegated permissions and Applications permissions as below: Delegated permissions:


Application permissions:

Following permissions have to be added:

• AdminCenter.ReadWrite.all
• API.ReadWrite.All
• app_access
• Automation.ReadWrite.All
• Financials.ReadWrite.All
• user_impersonation

9. Grant Admin consent to the Apps:

10. Get Client Secret: In left pane, click Certificates & Secrets > Client Secret > New Client Secret and provide details to get the client secret. and click on the Add button: NOTE: Client secret is only visible when created, make sure to copy and save it for future use. For the Peliqan Connection, you will need to provide the client secret value.


11. Register the Application in Business Central:
1. Go to https://businesscentral.dynamics.com/ and login with the same account as Azure Portal.
2. Click on search icon and search for ‘aad’ (or “Entra”) and select Azure Entra Applications.

3. Click on New button

4. On the new popped-up window, enter Client Id from app overview, enter a description and enable it.

5. On the User Permission Sets section below add 3 permissions mentioned below and save it.

6. Make sure the application should be enabled.

12. Get Environment details:
1. Select settings icon and select admin center:

2. On admin center you will be able to find the environment details:

3. Get your company name using company icon on Business Central Homepage:

Need further help

Please contact our support for any further assistance via support@peliqan.io.