Introduction
Connect Dynamics 365 Business Central to Sana to manage your business data. Create and update customers, and retrieve sales orders directly from Sana. In summary, the connector has the following key characteristics:
Category: Sales
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
Create customers |
Update customers |
List sales orders |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Dynamics 365 Business Central. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Create customer |
Get sales order |
Update customer |
Scope and permissions
This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:
Scope | Purpose |
user.Read | Read basic information about the signed-in user in Azure AD |
Access the signed-in user's primary email address | |
offline_access | Refresh tokens so the connector can access Business Central when you're not signed in |
openid | Sign you in using OpenID Connect and identify your Azure AD account |
profile | Read additional profile details (name, tenant info) for the signed-in user |
financials.readwrite.all | Read and write financial data in Dynamics 365 Business Central, including customers and orders |
Set up instructions
Prerequisites:
Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.
Step 1: Go to the integrations page in Sana
In Sana, click on ... More in the sidebar, then select Integrations
Step 2: Find Dynamics 365 Business Central in the list of available integrations
Scroll to the Available integrations section and locate Dynamics 365 Business Central.
Step 3: Connect the integration
Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.
Step 4: Sign in to Dynamics 365 Business Central and approve the requested scopes
You'll be redirected to Dynamics 365 Business Central to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.
Step 5: Complete the set up
You've successfully connected your Dynamics 365 Business Central account. Click Continue to complete the setup and start using the connector.