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Microsoft Dynamics 365 BC (Business Central) integration

Updated

This article describes the standard integration Younium and Dynamics BC. 

 

Establishing the integration

Integration with BC is done with OAuth authentication and OData web service calls.

Prerequisites in Dynamics BC:

 

  • The following OData endpoints must be available:

    • PaymentTerm (page 4)

    • Currency (page 5)

    • ChartOfAccount (page 16)

    • CustomerCard (page 21)

    • Item (page 31)

    • GeneralLedgerSetup (page 118)

    • CurrencyExchangeRate (page 483)

    • Dimension (page 536)

    • DimensionValue (page 537)

    • SalesInvoice (page 43)

    • SalesCreditMemo (page 44)

    • InvoiceLine (page 47)

    • InvoiceCreditLine (page 96)

Invoice fields that needs to be added to page 43 and 44

  • Sell_to_Customer_No
  • Bill_to_Customer_No
  • WorkDescription 

Invoice fields that needs to be added to page 47 and 96

  • Document No.
  • Line No. 

 

Step-by-step guide to enable the integration:

  1. Log in to Younium with an administrator account
  2. Go to "Settings" > "Integration" > "Dynamics 365 Business Central"
  3. Click "Get started"

Younium has implemented OAuth as the new standard authentication method when connecting to Dynamics BC. To make this connection, you need to do two things:

  1. Create an App registration in Azure AD
  2. Create a Azure AD Application in Dynamics BC.

More info on these two steps are described here:

https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/administration/automation-apis-using-s2s-authentication

It is important in Step 2 that the integration Application has sufficient permissions to perform the relevant actions for the integration.

During the process you get two important keys, a ClientID and a Client Secret. These two are required when connecting Younium to BC. When the steps above is done, you need to go into Younium in each legal entity connected to BC and connect using the new credentials.

When connecting in Younium you need to enter the following information:

  • Dynamics 365 BC Base URL

    • This is https://api.businesscentral.dynamics.com/v2.0/[TenantId]/[EnvironmentName] /ODataV4/

      [TenantId] should be replaced with your Azure Tenant ID, [EnvironmentName] is replaced with your BC environment name, example: “Production”

  • Dynamics 365 BC Company

    • This is your company name in BC

  • Active Directory Tenant Id

    • This is your Azure Tenant ID

  • Client ID

  • Client Secret

 

Upon successful authentication your will get a confirmation and the integration is active

 

Synchronisation of Master data

With an active integration, the following master data can be synchronised from BC to Younium:

mceclip1.png

 

Invoice postings

When an invoice is posted in Younium it automatically creates a Sales invoice (or credit memo) in BC.

mceclip2.png

Available settings:

"Post and invoice into Dynamics 365 Business Central" - Enables the invoice postings, if this is not checked, invoice creation in BC is not enabled.

"EAN Number" - Maps a field "EAN number" on Younium Order header to OIOUBL_GLN field on Invoice in BC

"Map external document number" - Maps "Your order number" on Younium Order header to "External document number" on Invoice in BC

"Don't send recurring fees with 0 amount" - This will remove any invoice lines with 0 (zero) amount in the invoice creation to BC. 

 

Deferral codes

It is possible to map the invoice lines in Younium to deferral codes in BC. There is a field Deferral code on charge, order charge and invoice line in Younium for this configuration. To use deferral codes, there is a customization needed in BC. Please contact Younium for more information.

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