Edit and Search External Dynamics 365 Business Central Objects in Salesforce Connect

CData Connect Cloud, enables you to access Dynamics 365 Business Central data from cloud-based applications like the Salesforce console and mobile applications like the Salesforce Mobile App. In this article, you will use CData Connect Cloud and Salesforce Connect to access external Dynamics 365 Business Central objects alongside standard Salesforce objects.

Connect to Dynamics 365 Business Central from Salesforce

To work with live Dynamics 365 Business Central data in Salesforce Connect, we need to connect to Dynamics 365 Business Central from Connect Cloud, provide user access to the connection, and create OData endpoints for the Dynamics 365 Business Central data.

(Optional) Add a New Connect Cloud User

As needed, create Users to connect to Dynamics 365 Business Central through Connect Cloud.

1. Navigate to the Users page and click Invite Users
2. Enter the new user's email address and click Send to invite the user
3. You can review and edit users from the Users page

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Connect to Dynamics 365 Business Central from Connect Cloud

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Dynamics 365 Business Central" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Dynamics 365 Business Central.

   To authenticate to Dynamics 365 Business Central, you must provide the User and AccessKey properties.

   To obtain the User and AccessKey values, navigate to the Users page in Dynamics 365 Business Central and then click on Edit. The User Name and Web Service Access Key values are what you will enter as the User and AccessKey connection string properties. Note that the User Name is not your email address. It is a shortened user name.

   To connect to data, specify OrganizationUrl. If you have multiple companies in your organization, you must also specify the Company to indicate which company you would like to connect to. Company does not need to be specified if you have only one company.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Dynamics 365 Business Central Connection page and update the User-based permissions.

Add Dynamics 365 Business Central OData Endpoints in Connect Cloud

After connecting to Dynamics 365 Business Central, create OData Endpoints for the desired table(s).

1. Navigate to the OData page and click Add to create new OData endpoints
2. Select the Dynamics 365 Business Central connection (e.g. D365BusinessCentral1) and click Next
3. Select the table(s) you wish to work with and click Confirm

With the connection and OData endpoints configured, you are ready to connect to Dynamics 365 Business Central data from Salesforce Connect.

Connect to Dynamics 365 Business Central Data as an External Data Sources

Follow the steps below to connect to the feed produced by Connect Cloud.

1. Log into Salesforce and click Setup -> Integrations -> External Data Sources.
2. Click Now External Data Sources.
3. Enter values for the following properties:
   • External Data Sources: Enter a label to be used in list views and reports.
   • Name: Enter a unique identifier.
   • Type: Select the option "Salesforce Connect: OData 4.0".
   • URL: Enter the URL to the OData endpoint of Connect Cloud: https://cloud.cdata.com/api/odata/service
4. Select the Writable External Objects option.
5. Select JSON in the Format menu.
6. In the Authentication section, set the following properties:
   • Identity Type: If all members of your organization will use the same credentials to access Connect Cloud, select "Named Principal". If the members of your organization will connect with their own credentials, select "Per User".
   • Authentication Protocol: Select Password Authentication to use basic authentication.
   • Certificate: Enter or browse to the certificate to be used to encrypt and authenticate communications from Salesforce to your server.
   • Username: Enter a CData Connect Cloud username (e.g. user@mydomain.com.
   • Password: Enter the user's PAT.

Synchronize Dynamics 365 Business Central Objects

After you have created the external data source, follow the steps below to create Dynamics 365 Business Central external objects that reflect any changes in the data source. You will synchronize the definitions for the Dynamics 365 Business Central external objects with the definitions for Dynamics 365 Business Central tables.

1. Click the link for the external data source you created.
2. Click Validate and Scan.
3. Select the Dynamics 365 Business Central tables you want to work with as external objects.

Access Dynamics 365 Business Central Data as Salesforce Objects

After adding Dynamics 365 Business Central data as an external data source and syncing Dynamics 365 Business Central tables as external objects, you can use the external Dynamics 365 Business Central objects just as you would standard Salesforce objects.

• Create a new tab with a filter list view:

• Create reports of external objects:

• Create, update, and delete Dynamics 365 Business Central objects from the Salesforce dashboard:

Simplified Access to Dynamics 365 Business Central Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live Dynamics 365 Business Central data from Salesforce. For more information on gaining simplified access to data from more than 100 SaaS, Big Data, and NoSQL sources in cloud applications like Salesforce, refer to our Connect Cloud page.