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ERP Connectors

ERP Integration: Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is Microsoft’s ERP for small and medium-sized businesses. The integration uses the standard Business Central API (version 2.0), authenticated via OAuth 2.0 with Azure Active Directory.

This article guides you through configuring the credential and details the reports available from this connector. For step-by-step instructions on using it in the data preparation flow — selecting the connector, credential, report, and parameters — see the article ERP Step.


Credential Configuration

Field

Description

Required

Token URL

Azure AD token endpoint URL (e.g. https://login.microsoftonline.com/{tenant-id}/oauth2/v2.0/token)

Yes

Client ID

ID of the application registered in Azure AD

Yes

Client Secret

Azure AD application secret

Yes

Host

Business Central environment base URL (e.g. https://api.businesscentral.dynamics.com/v2.0/{tenant-id}/production/api/v2.0)

Yes

Company ID

Business Central company ID (GUID). Visible in Settings → My Settings → Company

Yes

Tip: In Azure AD, register an application and grant the Dynamics 365 Business Central → API.ReadWrite.All permission. In Business Central, go to Settings → API Permissions and authorize the registered application.


Available Reports

Module: Inventory


Items / Products

Returns the list of items and services available in Business Central.

Filter parameters: No additional parameters.

Returned fields:

Field

Description

id

Internal ID (GUID)

number

Item code

displayName

Description

type

Type (Inventory / Service)

unitPrice

Unit sales price

unitCost

Unit cost

baseUnitOfMeasureCode

Base unit of measure

inventory

Inventory quantity

blocked

Blocked item?

lastModifiedDateTime

Last modified


Locations / Warehouses

Returns the registered storage locations (locations).

Filter parameters: No additional parameters.

Returned fields:

Field

Description

id

Internal ID

code

Location code

displayName

Name

contact

Responsible contact

addressLine1

Address

city

City

state

State

country

Country


Inventory Movements (Item Ledger Entries)

Returns inventory in and out movements.

Filter parameters:

Parameter

Description

Required

postingDateFrom

Posting start date. Automatically filled with the 1st day of the reference month

No

postingDateTo

Posting end date. Automatically filled with the last day of the reference month

No

Returned fields:

Field

Description

id

Internal ID

entryType

Movement type (Purchase, Sale, Transfer, etc.)

postingDate

Posting date

documentNumber

Source document number

itemNumber

Item code

description

Description

quantity

Quantity (positive = inbound, negative = outbound)

unitOfMeasureCode

Unit of measure

locationCode

Storage location

lastModifiedDateTime

Last modified


Module: Accounting


Chart of Accounts

Returns the accounts from the chart of accounts configured in Business Central.

Filter parameters: No additional parameters.

Returned fields:

Field

Description

id

Internal ID

number

Account number

displayName

Account name

category

Category (Assets, Liabilities, Equity, Income, etc.)

subCategory

Subcategory

blocked

Blocked account?

accountType

Type (Posting / Heading / Total)

lastModifiedDateTime

Last modified


General Ledger Entries

Returns general ledger entries.

Filter parameters:

Parameter

Description

Required

postingDateFrom

Posting start date. Automatically filled with the 1st day of the reference month

No

postingDateTo

Posting end date. Automatically filled with the last day of the reference month

No

Returned fields:

Field

Description

id

Internal ID

postingDate

Posting date

documentNumber

Document number

documentType

Document type

accountId

Account ID

accountNumber

Account number

description

Memo

debitAmount

Debit amount

creditAmount

Credit amount

lastModifiedDateTime

Last modified


Module: Accounts Receivable


Customers

Returns the customer records from Business Central.

Filter parameters: No additional parameters.

Returned fields:

Field

Description

id

Internal ID

number

Customer code

displayName

Name / Company name

type

Type (Person / Company)

email

Email

phoneNumber

Phone

taxRegistrationNumber

CNPJ / VAT

currencyCode

Currency

blocked

Blocked?

lastModifiedDateTime

Last modified


Sales Invoices

Returns invoices issued to customers.

Filter parameters:

Parameter

Description

Required

invoiceDateFrom

Invoice start date. Automatically filled with the 1st day of the reference month

No

invoiceDateTo

Invoice end date. Automatically filled with the last day of the reference month

No

Returned fields:

Field

Description

id

Internal ID

number

Invoice number

invoiceDate

Issue date

dueDate

Due date

customerNumber

Customer code

customerName

Customer name

totalAmountIncludingTax

Total amount with taxes

currencyCode

Currency

status

Status (Draft / In Review / Open / Paid / Canceled)

lastModifiedDateTime

Last modified


Sales Credit Memos

Returns credit memos issued to customers (returns).

Filter parameters:

Parameter

Description

Required

creditMemoDateFrom

Start date. Automatically filled with the 1st day of the reference month

No

creditMemoDateTo

End date. Automatically filled with the last day of the reference month

No

Returned fields: Same as Sales Invoices.


Customer Payments

Returns payments received from customers.

Filter parameters:

Parameter

Description

Required

postingDateFrom

Posting start date. Automatically filled with the 1st day of the reference month

No

postingDateTo

Posting end date. Automatically filled with the last day of the reference month

No

Returned fields:

Field

Description

id

Internal ID

journalDisplayName

Journal name

postingDate

Posting date

customerNumber

Customer code

customerName

Customer name

description

Description

amount

Payment amount

currencyCode

Currency

lastModifiedDateTime

Last modified


Module: Accounts Payable


Vendors

Returns the vendor records from Business Central.

Filter parameters: No additional parameters.

Returned fields:

Field

Description

id

Internal ID

number

Vendor code

displayName

Name / Company name

email

Email

phoneNumber

Phone

taxRegistrationNumber

CNPJ / VAT

currencyCode

Currency

blocked

Blocked?

lastModifiedDateTime

Last modified


Purchase Invoices

Returns invoices received from vendors.

Filter parameters:

Parameter

Description

Required

invoiceDateFrom

Start date. Automatically filled with the 1st day of the reference month

No

invoiceDateTo

End date. Automatically filled with the last day of the reference month

No

Returned fields:

Field

Description

id

Internal ID

number

Invoice number

invoiceDate

Invoice date

dueDate

Due date

vendorNumber

Vendor code

vendorName

Vendor name

totalAmountIncludingTax

Total amount with taxes

currencyCode

Currency

status

Status

lastModifiedDateTime

Last modified


Module: Tax


Tax Groups (Tax Groups)

Returns the configured tax groups.

Filter parameters: No additional parameters.

Returned fields:

Field

Description

id

Internal ID

code

Group code

displayName

Description

taxType

Tax type

lastModifiedDateTime

Last modified


Tax Areas (Tax Areas)

Returns the configured tax areas.

Filter parameters: No additional parameters.

Returned fields: Same as Tax Groups.


Fixed Parameters (managed automatically)

Parameter

Default value

Reason

$top

100

Business Central API record limit per page

$select

(preconfigured field list)

Defines the returned fields to optimize data volume


  • ERP Step

  • Introduction to integrations

  • Custom integrations via REST API and SQL connectors

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