Difference between revisions of "Business Central"

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* [[Power Automate]] + Resco Cloud connector - full-featured integration
 
* [[Power Automate]] + Resco Cloud connector - full-featured integration
 
* [[Integrations]] (Preview) - for now mostly useful for migration scenarios
 
* [[Integrations]] (Preview) - for now mostly useful for migration scenarios
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== Use case: connect to Business Central ==
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You can use Integrations to connect to [[Business Central|Microsoft Dynamics 365 Business Central]].
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=== Register Resco application in Business Central ===
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Before you can start migrating data between Resco Cloud and Business Central, you must register the Resco application (clientId) in Business Central and grant Resco consent with accessing Business Central data.
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# Log in to your Business Central organization and go to the Azure Active Directory Applications.<br>[[File:Bc1.png|600px]]
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# Click '''New''' and fill out the registration form.<br>[[File:Bc2.png|600px]]
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# As '''Client ID''', use <code>4abedb2f-19bc-402f-b0b5-b8d17e85aa04</code>.
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# Add '''User Permission Sets'''.
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# Grant the necesary consent.<br>[[File:Bc3.png|600px]]
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=== Install Resco extension on Business Central ===
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The extension is required for synchronizing between Resco Cloud and Business Central.
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# Download the extension from [https://rescocloud.blob.core.windows.net/integrations/Resco_RescoIntegrations_1.0.0.0.zip Resco web].
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# Log in to Business Central and search for "extensions".<br>[[File:Install extension 1.png|600px]]
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# On the '''Manage''' tab, click '''Upload Extension''' and upload the zip file.<br>[[File:Install extension 2.png|600px]]
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=== Configure Woodford ===
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# Start Woodford and select '''Integrations''' from the '''Administrator''' menu.
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# Click '''New''' and enter the following details:<br>[[File:Bc4.png|600px]]
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#* Name - enter a name of your integration
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#* Connector - select OData
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#* URL - enter the URL of Business Central OData endpoint (e.g., https://api.businesscentral.dynamics.com/v2.0/b8cc0002-2542-46ed-8584-d4868701fbc4/Production/ODataV4/)
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#* Username - BC account's email address
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#* Password - BC account's password
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#* CustomQueryParamaters - custom query, which should be added to the every request (e.g., <code>&company=CRONUS%20USA%2C%20Inc.</code>). It is important to include the correct <code>&company</code> parameter.
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# Click '''Save'''.
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Double-click this integration to map external entities/fields to local entities/fields.
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For Business Central, some settings are configured by default:
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* Default mapping will be added. In the preview, only three entities are officially supported: account, contact, and work order.
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* Based on default mapping, External Primary Key fields will be added to the schema.
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Verify that the three supported entities are enabled, save all changes, and you can start migrating or synchronizing data:
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* [[Integrations#Set_up_sync_filter|Set up sync filter]]
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* [[Integrations#Import.2Fexport_data|Import/export data]]
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* [[Integrations#Synchronize_data|Synchronize data]]
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=== See also ===
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* [https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/webapi/discover-url-organization-web-api?view=op-9-1 Discover the URL for your Dynamics organization using the Web API]
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[[Category:Resco Cloud]]
 
[[Category:Resco Cloud]]

Revision as of 06:57, 13 October 2021

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Microsoft Dynamics 365 Business Central is an enterprise resource planning system from Microsoft. The product is part of the Microsoft Dynamics family.

Resco Cloud integration

Resco Cloud can connect to Business Central using one of the following methods:

  • Power Automate + Resco Cloud connector - full-featured integration
  • Integrations (Preview) - for now mostly useful for migration scenarios


Use case: connect to Business Central

You can use Integrations to connect to Microsoft Dynamics 365 Business Central.

Register Resco application in Business Central

Before you can start migrating data between Resco Cloud and Business Central, you must register the Resco application (clientId) in Business Central and grant Resco consent with accessing Business Central data.

  1. Log in to your Business Central organization and go to the Azure Active Directory Applications.
    Bc1.png
  2. Click New and fill out the registration form.
    Bc2.png
  3. As Client ID, use 4abedb2f-19bc-402f-b0b5-b8d17e85aa04.
  4. Add User Permission Sets.
  5. Grant the necesary consent.
    Bc3.png

Install Resco extension on Business Central

The extension is required for synchronizing between Resco Cloud and Business Central.

  1. Download the extension from Resco web.
  2. Log in to Business Central and search for "extensions".
    Install extension 1.png
  3. On the Manage tab, click Upload Extension and upload the zip file.
    Install extension 2.png

Configure Woodford

  1. Start Woodford and select Integrations from the Administrator menu.
  2. Click New and enter the following details:
    Bc4.png
  3. Click Save.

Double-click this integration to map external entities/fields to local entities/fields.

For Business Central, some settings are configured by default:

  • Default mapping will be added. In the preview, only three entities are officially supported: account, contact, and work order.
  • Based on default mapping, External Primary Key fields will be added to the schema.

Verify that the three supported entities are enabled, save all changes, and you can start migrating or synchronizing data:

See also