Connect to Microsoft Business Central

Modified on Fri, Nov 22, 2024 at 11:20 AM

This document will walk you through the process of connecting your Microsoft Business Central account with ECGrid Simplify.


Create Connect App

Follow this instruction: https://learn.microsoft.com/en-us/entra/identity-platform/quickstart-register-app 

  1. Register an app Note: Don't enter anything for Redirect URI (optional)

  2. Add callback URL

  3. Add Certificates & Secrets Note: Save the value for later (it just displays once)

  4. Add API permission Connect to 365 Dynamics Refer: https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/devenv-develop-connect-apps#set-up-microsoft-entra-id-based-authentication  

Create Connection in Business Central


Grant type: Authorization Code
Callback URL: added to Connect App above (step 2)
Auth URL: https://login.microsoftonline.com/{{tenantId}/oauth2/v2.0/authorize 
Access Token URL: https://login.microsoftonline.com/{{tenantId}}/oauth2/v2.0/token 
Client ID: Application (client) ID in Overview of Connect App
Client Secret: value saved in step 3
Scope: https://api.businesscentral.dynamics.com/.default  


Setup Connector in ECGrid Simplify


After creating the connection in Business Central, you will need to setup a connector in Simplify to connect the two applications.




Simplify Flow Triggers Available


The triggers are the starting point in a flow which is the source on a map.

  • Business Central Schedule Pull Items (include option Pull ItemVariants) - This is typically used for sending 846 EDI documents.
  • Business Central Receive Created Item (include option Pull ItemVariants) - This is typically used for sending newly created items.
  • Business Central Receive Created Sales Shipment (include option Pull SalesShipmentLines) - This is typically used for sending 856 EDI documents.
  • Business Central Receive Created Sales Invoice (include option Pull SalesInvoiceLines) - This is typically used for sending 810 EDI documents.

Simplify Flow Actions Available


The actions are the ending point in a flow which is the destination on a map.

  • Business Central Send Created Sales Order - This is typically the endpoint for an inbound 850 EDI purchase order.

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