1,547
edits
Marek Rodak (talk | contribs) No edit summary |
|||
Line 8: | Line 8: | ||
This article explains the second method in more detail. | This article explains the second method in more detail. | ||
[[File:Connect to business central directly from resco cloud.png|600px]] | [[File:Connect to business central directly from resco cloud.png|alt=Microsoft Dynamics 365 Business Central - Resco Scheme|600px]] | ||
== Register Resco application in Business Central == | == Register Resco application in Business Central == | ||
Line 14: | Line 14: | ||
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. | ||
# Log in to your Business Central organization and go to the Azure Active Directory Applications.<br>[[File:Bc1.png|600px]] | # Log in to your Business Central organization and go to the Azure Active Directory Applications.<br>[[File:Bc1.png|alt=Register Resco application in Business Central step 1|600px]] | ||
# Click '''New''' and fill out the registration form.<!-- <br>[[File:Bc2.png|600px]] --> | # Click '''New''' and fill out the registration form.<!-- <br>[[File:Bc2.png|alt=Register Resco application in Business Central step 2|600px]] --> | ||
# As '''Client ID''', use <code>4abedb2f-19bc-402f-b0b5-b8d17e85aa04</code>. <!-- # Add '''User Permission Sets''' (<code>SUPER</code>). --> | # As '''Client ID''', use <code>4abedb2f-19bc-402f-b0b5-b8d17e85aa04</code>. <!-- # Add '''User Permission Sets''' (<code>SUPER</code>). --> | ||
# Grant the necessary consent.<br>[[File:Bc3.png|600px]] | # Grant the necessary consent.<br>[[File:Bc3.png|alt=Register Resco application in Business Central step 4|600px]] | ||
== Install Resco extension on Business Central == | == Install Resco extension on Business Central == | ||
Line 23: | Line 23: | ||
The extension is required (but see below) for synchronizing between Resco Cloud and Business Central. | The extension is required (but see below) for synchronizing between Resco Cloud and Business Central. | ||
# Download [https://github.com/Resconet/RescoIntegrations/releases/download/1.0.1/Resco_RescoIntegrations_1.0.1.11.zip the extension].<br>Optionally, find the latest version of the extension on [https://github.com/Resconet/RescoIntegrations GitHub]. You can also report issues and review recent commits. | # Download [https://github.com/Resconet/RescoIntegrations/releases/download/1.0.1/Resco_RescoIntegrations_1.0.1.11.zip the extension].<br>Optionally, find the latest version of the extension on [https://github.com/Resconet/RescoIntegrations GitHub]. You can also report issues and review recent commits. | ||
# Log in to Business Central and search for "extensions".<br>[[File:Install extension 1.png|600px]] | # Log in to Business Central and search for "extensions".<br>[[File:Install extension 1.png|alt=Install Resco extension on Business Central step 2|600px]] | ||
# 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|alt=Install Resco extension on Business Central step 3|600px]] | ||
# Open Web Services, click New, select Page, select RescoCustomer and write RescoCustomer as Service Name. | # Open Web Services, click New, select Page, select RescoCustomer and write RescoCustomer as Service Name. | ||
# Repeat it for every custom page from the Resco extension. (RescoCustomer, RescoContact, RescoServiceOrder). | # Repeat it for every custom page from the Resco extension. (RescoCustomer, RescoContact, RescoServiceOrder). | ||
Line 38: | Line 38: | ||
To take advantage of the faster, incremental sync, Business Central must have a Version Number field on the entity; and this field must be defined in the mapping in Woodford. | To take advantage of the faster, incremental sync, Business Central must have a Version Number field on the entity; and this field must be defined in the mapping in Woodford. | ||
[[File:Version number.png|600px]] | [[File:Version number.png|alt=To take advantage of the faster, incremental sync, Business Central must have a Version Number field on the entity; and this field must be defined in the mapping in Woodford|600px]] | ||
You can define the version number using the extension. We recommend using row version number (Big Integer) as the Version number field. You can use Date/DateTime fields as well, but it won't be 100% incremental sync. | You can define the version number using the extension. We recommend using row version number (Big Integer) as the Version number field. You can use Date/DateTime fields as well, but it won't be 100% incremental sync. |
edits