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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]] 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 | * Via [[Power Automate]] + Resco Cloud connector: full-featured integration using a '''third-party''' Microsoft service | ||
* [[Integrations]] (Preview) | * 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. | 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 == | |||
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]] | ||
== | == 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'''. | ||
== 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. | |||
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 == | |||
* [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] | ||