Difference between revisions of "Business Central"

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{{Wikipedia|Microsoft Dynamics 365 Business Central}}
 
{{Wikipedia|Microsoft Dynamics 365 Business Central}}
 
'''Microsoft Dynamics 365 Business Central''' is an enterprise resource planning system from Microsoft. The product is part of the Microsoft Dynamics family.
 
'''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:
 
[[Resco Cloud]] can connect to Business Central using one of the following methods:
* [[Power Automate]] + Resco Cloud connector - full-featured integration
+
* Via [[Power Automate]] + Resco Cloud connector: full-featured integration using a '''third-party''' Microsoft service
* [[Integrations]] (Preview) - for now mostly useful for migration scenarios
+
* Using [[Integrations]] (Preview): connect your Resco Cloud organization to Business Central '''directly''' from Woodford.
 
 
 
 
 
 
== Use case: connect to Business Central ==
 
  
You can use Integrations to connect to [[Business Central|Microsoft Dynamics 365 Business Central]].
+
This article explains the second method in more detail.
  
=== Register Resco application in 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.
 
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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# Grant the necesary consent.<br>[[File:Bc3.png|600px]]
 
# Grant the necesary consent.<br>[[File:Bc3.png|600px]]
  
=== Install Resco extension on Business Central ===
+
== Install Resco extension on Business Central ==
  
 
The extension is required for synchronizing between Resco Cloud and Business Central.
 
The extension is required for synchronizing between Resco Cloud and Business Central.
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# On the '''Manage''' tab, click '''Upload Extension''' and upload the zip file.<br>[[File:Install extension 2.png|600px]]
 
# On the '''Manage''' tab, click '''Upload Extension''' and upload the zip file.<br>[[File:Install extension 2.png|600px]]
  
=== Configure Woodford ===
+
== Create integration ==
  
# Start Woodford and select '''Integrations''' from the '''Administrator''' menu.
+
# Start Woodford and select '''[[Integrations]]''' from the '''Administrator''' menu.
 
# Click '''New''' and enter the following details:<br>[[File:Bc4.png|600px]]
 
# Click '''New''' and enter the following details:<br>[[File:Bc4.png|600px]]
 
#* Name - enter a name of your integration
 
#* Name - enter a name of your integration
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# Click '''Save'''.
 
# Click '''Save'''.
  
Double-click this integration to map external entities/fields to local entities/fields.
+
== Configure integration ==
  
For Business Central, some settings are configured by default:
+
# 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.
+
#* 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.
+
#* Based on default mapping, External Primary Key fields will be added to the schema.
 +
# Verify that the three entities supported out-of-the-box are enabled.
 +
# Save all changes.
  
Verify that the three supported entities are enabled, save all changes, and you can start migrating or synchronizing data:
+
You can start migrating or synchronizing data:
 
* [[Integrations#Set_up_sync_filter|Set up sync filter]]
 
* [[Integrations#Set_up_sync_filter|Set up sync filter]]
 
* [[Integrations#Import.2Fexport_data|Import/export data]]
 
* [[Integrations#Import.2Fexport_data|Import/export data]]
 
* [[Integrations#Synchronize_data|Synchronize data]]
 
* [[Integrations#Synchronize_data|Synchronize data]]
  
=== See also ===
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== See also ==
  
 
* [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]
 
* [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]

Revision as of 07:13, 13 October 2021

Warning Work in progress! We are in the process of updating the information on this page. Subject to change.
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Wikipedia has an article on a similar subject:

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

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

  • Via Power Automate + Resco Cloud connector: full-featured integration using a third-party Microsoft service
  • Using Integrations (Preview): connect your Resco Cloud organization to Business Central directly from Woodford.

This article explains the second method in more detail.

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

Create integration

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

Configure integration

  1. 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.
  2. Verify that the three entities supported out-of-the-box are enabled.
  3. Save all changes.

You can start migrating or synchronizing data:

See also