Your first SmartConnect > Dynamics 365/Business Central integration

This will be a primer on how to create a SmartConnect to Dynamics 365 / Business Central integration.

We're going to cover everything that you need to know about how to build this integration, start to finish


Log on to D365, covered here:

http://dyndeveloper.com/ArticleView.aspx?ArticleID=2915

The 'search' icon has changed from a looking glass icon to a light bulb. So, click the light bulb, and search for Users. Choose USERS.

 

Locate the user that will be used for integrations. Copy the WEB SERVICE ACCESS KEY out, we'll use this later for a PASSWORD. Note that carefully. The WEB SERVICES ACCESS KEY will be used as a PASSWORD. 

Note that I generally grant my integration users full permissions, that's what we're testing with. Dunno if that's best practice or not. 

Return to search , search for Web Services

Pick a web service that starts with 'page'. Copy the Odata V4 and SOAP URLs to Notepad

I've edited out some of the data in the GUID, and hidden the company name. Note that they both have the same start, and that the SOAP call ends in WS. We'll need that in a minute. 

Click on the Setup tab, then on the Setup icon. Double click on the first connector, Dynamics NAV/D365 Business Central Connector

The Connector window will pop up. This is the SOAP endpoint, so paste in the SOAP service url from above. Note that it ends in WS. We don't need the company, and we don't need the name of the endpoint.

In both 'user name'/'password' boxes, enter your D365 user from above, and the WEB SERVICE ACCESS KEY. Again, the PASSWORD is the WEB SERVICE ACCESS KEY. Click 'save' when done

 

Now click on the second connector, the one for ODATA. Enter in the Service URL from above, and note that it ends with the GUID/ODataV4. 

Enter your D365 user, and for the PASSWORD enter the WEB SERVICE ACCESS KEY. Choose a company, SAVE when complete. 

Navigate to the MAP tab, choose CREATE.

Enter in a Map ID and Description.

Enter Bulk Load Data for the Data Source Type

For Data Source, we'll choose ODATA, from above. Note that we won't be using the SOAP endpoint, that was just informational. 

Choose a company.

Choose an endpoint, we'll use the Chart Of Accounts because it is easy.

Choose a Key Field. In this case, we'll select 'No', which is the 'Number'

 

 

Scroll down and find the 'Destination' section.

Choose 'export to file', CSV, and the Path. 

Choose 'Overwrite File', 'Append Date/Time' and 'Include Headings'

In the bottom window choose Export to File and then click on 'Mapped', a window will open 

Choose Destination Options > Copy Source Columns, the right column will fill in. 

Click OK

And that's it. Run the map, you'll get data


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