Dynamics 365 Business Central

Dynamics 365 Business Central is an ERP solution that provides extensive financial management tools for accurate expense and inventory tracking and budget management.

Data integration: Skyvia supports importing data to and from Dynamics 365 Business Central, exporting Dynamics 365 Business Central data to CSV files, replicating Dynamics 365 Business Central data to relational databases, and synchronizing Dynamics 365 Business Central data with other cloud apps and relational databases.

Backup: Skyvia Backup does not support Dynamics 365 Business Central.

Query: Skyvia Query supports Dynamics 365 Business Central.

Establishing Connection

Skyvia supports connection to Dynamics 365 Business Central Online and On-Premises. To create a connection to Dynamics 365 Business Central, choose the authentication type and provide credentials accordingly.

Getting Credentials

Web Server Access Key

To locate the Web Server Access Key, perform the following actions:

  1. Go to your Dynamics 365 Business Central instance web client.

  2. Click Search, type Users and select the Users page.

    d365businesscentral-search-users

  3. Choose the needed user and click its user name.

    d365businesscentral-users

  4. Copy the existing Web Server Access Key or generate a new one.

    d365businesscentral-web-service-access

Server URL

To find your server URL, do the following:

  1. Open the Business Central Administration Shell on your server.
  2. The PublicOdataBaseURL value is your Server URL.

d365businesscentral-administration-shell

Creating Connection (OAuth)

To connect to Dynamics 365 Business Central using OAuth authentication, perform the following steps:

d365businesscentral-connection-oauth

  1. Click Sign In with Microsoft

    d365businesscentral-signin

  2. Enter your email and password.

  3. Allow Skyvia to access your data.

    d365businesscentral-permissions

  4. Select Environment from the drop-down list.
  5. Choose Company.

Creating Connection (Basic)

Make sure the API access is enabled on your Dynamics 365 Business Central server. To connect to Dynamics 365 Business Central using Basic authentication, perform the following steps:

d365businesscentral-connection-basic

  1. Specify your Dynamics 365 Business Central server URL.
  2. Enter the User.
  3. Enter the Web Server Access Key.
  4. Select Company from the drop-down list.

Additional Connection Parameters

Metadata Cache

You can specify the period after which Metadata Cache expires.

Connector Specifics

Object Peculiarities

Objects with Binary Data

Our Dynamics 365 Business Central connector contains objects with binary fields. Such objects are related to other objects. Their names consist of the parent object name and the object type. There are four types of such objects: Attachment, PdfDocument, Picture, DimensionSetLine.

For example, there are ContactPicture, PurchaseInvoiceAttachment, and SalesCreditMemoPdfDocument objects. In this case, the Contact*, PurchaseInvoice* and SalesCreditMemo* parts correspond to the parent object names. And the *Picture, *Attachment, and *PdfDocument parts define the object types.

The DocumentAttachment object is an exeption. It is a separate object.

Read-only objects

The following Dynamics 365 Business Central objects are read-only:

Account, AccountingPeriod, AgedAccountsPayable, AgedAccountsReceivable, Apicategoryroutes, BalanceSheet, CashFlowStatement, Company, ContactInformation, CurrencyExchangeRate, CustomerFinancialDetail, CustomerSale, Dimension, DimensionValue, EntityMetadata, Externalbusinesseventdefinitions, GeneralLedgerEntry, GeneralLedgerSetup, GeneralProductPostingGroup, IncomeStatement, InventoryPostingGroup, ItemLedgerEntry, PurchaseCreditMemoPdfDocument, PurchaseInvoicePdfDocument, PurchaseReceipt, PurchaseReceiptLine, RetainedEarningsStatement, SalesCreditMemoPdfDocument, SalesInvoicePdfDocument, SalesQuotePdfDocument, SalesShipment, SalesShipmentLine, TrialBalance, VendorPurchase.

Incremental Replication and Synchronization

Skyvia supports Replication with Incremental Updates for objects with either the CreatedAt or UpdatedAt field. Skyvia supports Synchronization for objects with either the CreatedAt or UpdatedAt fields and supports INSERT and UPDATE operations.

DML Operations Support

Skyvia supports the following DML operations for Dynamics 365 Business Central objects.

Operation Object
INSERT, UPDATE, DELETE BankAccount, Contact, CountryRegion, Currency, Customer, CustomerPayment, CustomerPaymentDimensionSetLine, CustomerPaymentJournal, CustomerReturnReason, DefaultDimension, DocumentAttachment, Employee, Externaleventsubscriptions, FixedAsset, FixedAssetLocation, GeneralLedgerEntryAttachment, GeneralLedgerEntryDimensionSetLine, Item, ItemCategory, ItemVariant, Journal, JournalLine, JournalLineAttachment, JournalLineDimensionSetLine, Location, Opportunity, PaymentMethod, PaymentTerm, Project, PurchaseCreditMemo, PurchaseCreditMemoAttachment, PurchaseCreditMemoDimensionSetLine, PurchaseCreditMemoLine, PurchaseCreditMemoLineDimensionSetLine, PurchaseInvoice, PurchaseInvoiceAttachment, PurchaseInvoiceDimensionSetLine, PurchaseInvoiceLine, PurchaseInvoiceLineDimensionSetLine, PurchaseOrder, PurchaseOrderAttachment, PurchaseOrderDimensionSetLine, PurchaseOrderLine, PurchaseOrderLineDimensionSetLine, PurchaseReceiptDimensionSetLine, PurchaseReceiptLineDimensionSetLine, SalesCreditMemo, SalesCreditMemoAttachment, SalesCreditMemoDimensionSetLine, SalesCreditMemoLine, SalesCreditMemoLineDimensionSetLine, SalesInvoice, SalesInvoiceAttachment, SalesInvoiceDimensionSetLine, SalesInvoiceLine, SalesInvoiceLineDimensionSetLine, SalesOrder, SalesOrderAttachment, SalesOrderDimensionSetLine, SalesOrderLine, SalesOrderLineDimensionSetLine, SalesQuote, SalesQuoteAttachment, SalesQuoteDimensionSetLine, SalesQuoteLine, SalesQuoteLineDimensionSetLine, SalesShipmentDimensionSetLine, SalesShipmentLineDimensionSetLine, ShipmentMethod, TaxArea, TaxGroup, TimeRegistrationEntry, TimeRegistrationEntryDimensionSetLine, UnitOfMeasure, Vendor, VendorPayment, VendorPaymentDimensionSetLine, VendorPaymentJournal
UPDATE, DELETE ItemPicture, CustomerPicture, ContactPicture, VendorPicture, EmployeePicture
UPDATE CompanyInformation, ApplyVendorEntry

Supported Actions

Skyvia supports all the common actions for

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