Integrating with Business Central

Prerequisites

Business Central Setup Step 1: Check whether you have a Tenant Step 2 (if necessary): Create a new Tenant Step 3: Register your Azure Application Step 4: Add a Client Secret Step 5: Add Permissions Step 6: Get Tenant ID and Environment Name

Drivetrain Setup Step 1: Add the Business Central Connector

Prerequisites

To connect Business Central to Drivetrain, you need:

1. An active Microsoft 365 Admin Account with access to Business Central and Azure

2. Admin privileges in Drivetrain

Business Central Setup

Step 1: Check whether you have a Tenant

1. Sign in to your Azure Portal. if you do not have an Azure account, you can sign up for a free account here

2. Once you sign in, locate the tenant name in the upper right-hand corner directly under your account name.

1. If you do not have a tenant, proceed to Step 2 to create a tenant else skip Step 2 and proceed to Step 3.

Step 2 (if necessary): Create a new tenant

1. Go to the Azure Directory Creation Page and log into your Active Directory account.

2. Choose the tenant type as Azure Active Directory then click on Next: Configuration

1. Enter the required information for your tenant then select Next: Review + Create

Step 3: Register your Azure Application

1. Search for App Registrations on Azure Home Page, and select App Registrations from the list

1. Click on + New registration

1. Enter the application name as “Drivetrain Integration” and select Multitenant option, please note it is important to select one of the Multitenant options to allow your users to link. Click on Register

1. On the application page, click on Authentication and click on + Add Platform

1. Under Configure platforms, select Web and enter the following callback URI: https://app.merge.dev/oauth/callback

Step 4: Add a Client Secret

1. On the application page, click on Certificates & Secrets and then click on + New client secret

1. Add a description and select the maximum expiration date for your client secret, and click Add

2. Copy the Value and Secret ID in a secure document.

Step 5: Add Permissions

1. On the application page, click on API permissions and then click on + Add a permission

1. Select Dynamics 365 Business Central and click on Delegated permissions and select Financials.ReadWrite.All

2. Click on Application permissions and select all permissions and click Add permissions

1. After adding all the permissions, status should be green. If you do not see green status for all permissions click on Grant Admin Consent

Step 6: Get Tenant ID and Environment Name

1. Log in to Microsoft Dynamics 365 Business Central.

2. Click on Settings and select Admin center

3. On the Admin center page, select the environment you want to integrate.

1. Copy the Tenant ID and Environment Name, you can find the Tenant ID in the URL of the environment. Store both of them in the same secured document.

Drivetrain Setup

Step 1: Add the Business Central Connector

1. Once you login into Drivetrain, Click on + to add a new connector on Data page

2. Select Microsoft Dynamics 365 Business Central under Accounting & ERP Category

3. Enter the Tenant ID stored during Step 6 of Business Central setup and click on Next

1. Enter the Environment name stored during Step 6 of Business Central setup and click on Next

2. Click on Open window, you will be redirected to Permissions page if you are already signed in else sign in to Business Central

3. Grant the permissions and you’ll be redirected to Drivetrain, click on Finish setup once the authentication is successful.

4. Your Business Central connection will start showing up on the Data page. Once the sync is complete, you will be able to see your Business Central data on Drivetrain!