Getting Started

This document is a work in progress.

Check back here frequently for updates.

Install SharpSync custom extension for Dynamics 365 Business Central

In SharpSync, when logged in to your organization as an admin user:

• Navigate to Downloads

• Locate and download the SHARPSYNC APP FOR DYNAMICS 365 custom extension app which should save locally a file ending in *.app

In MS Dynamics 365 Business Central, when logged in to your tenant as an administrator (appropriate permissions are typically the EXTENSION MGT. - ADMIN permission set):

• Navigate to Extension Management: From the Business Central home page, use the search feature and type "Extension Management." Select the appropriate link.

• Upload the Extension: On the Extension Management page, click Manage and choose Upload Extension. You will be prompted to select the .app file for your extension that you previously downloaded.

• Deploy the Extension:

  • Choose Target = Current version (unless releasing for next BC upgrade).

  • Choose Schema Sync Mode = Add (unless the version includes schema changes, you may have to select Force Sync )

  • Accept the disclaimer and click Deploy.

• The deployment is processed in the background.

• You can monitor the progress using Installation Status (Click Manage → Installation Status), then refresh once it’s complete.

• Upon successful deployment, the app should now appear in your extensions table with the checkbox for Is Installed checked and the Published As value as PTE

• Additional documentation can be found in the following links:

  • Customizing Business Central online using apps

  • Install and Uninstall Extensions (Apps) in Business Central

Setup Dynamics 365 Business Central Datasource

To configure a Dynamics 365 Business Central datasource instance in SharpSync you need:

• The base API path of Dynamics 365 Business Central cloud which is: https://api.businesscentral.dynamics.com

• Dynamics 365 Business Central uses the OAuth 2.0 protocol to authenticate, therefore, a code grant url, a refresh token url and the OAuth scopes need to be supplied, they are of the form:

  • Code Grant URL:

  https://login.microsoftonline.com/{{sharpsync-app-tenant-id}}/oauth2/v2.0/authorize

  • Refresh Token URL:

  https://login.microsoftonline.com/{sharpsync-app-tenant-id}/oauth2/v2.0/token

  • Scopes:

  https://api.businesscentral.dynamics.com/.default offline

• Your Dynamics 365 Business Central instance company id and environment:

  • The company id can be obtained by following these steps from your Dynamics 365 Business Central instance web interface:

    • Log in to your Business Central account and navigate to the Companies page (search for Companies and navigate to the page.

    • Select the company you want to use.

    • Click the question mark button on the top right corner and select Help & Support.

    • Under the troubleshooting section, click Inspect pages and data.

    • In the inspector, you can enter Id in the search field and the first result contains your company ID.

    • Id (8000, GUID) or $systemId (2000000000, GUID)

  • The company environment is usually visible on the top right of your Dynamics 365 Business Central instance web interface.

    • The environment is usually Production or Sandbox

• All the above credentials (except for your instance's company id and environment) will already be set in SharpSync when you are configuring your data source.

Configure Dynamics 365 Business Central Datasource

• Login on the application

• Navigate to Data Sources

• On the right > Select Dynamics365 > Add

• Click the configure button

• On the first tab Authentication, select the OAuth 2.0 authentication type

• On the second tab Configuration, enter your Company Id and Environment as described in the previous section

• Click the Save button

• Click the Authenticate button

Definitions

Dynamics 365 Business Central API selected definitions:

• Tenant: A tenant is an organization or directory.

• Application: A unique application that belongs to a tenant and has a unique ID (guid)

• Company: A tenant may have multiple companies (e.g. an organization may trade as different company names in different regions)

• Items: An item is created in a company and is queried using the company id