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MS Dynamics Business Central CRM

This page serves as the setup for the Customer Setup and Delivery Setup guides. It provides an overview of the Microsoft Dynamics 365 Business Central CRM integration process and how it enables seamless data synchronization between Business Central and the Marketplace platform.

Overview​

The Microsoft Dynamics 365 Business Central CRM integration allows you to connect your Business Central account with the Marketplace platform to synchronize customer data. This guide is divided into two sections:

  1. Customer Setup: What the customer needs to provide to enable the integration.
  2. Delivery Setup: What your team configures based on the customer's input.

Integration Setup Process​

The integration process involves the following steps:

  1. Customer Setup:
    • The customer creates an Azure App Registration, configures API permissions, and retrieves necessary credentials (tenantId, clientId, clientSecret, companyId, and environment name).
    • These details are shared with the delivery team for configuration.
  2. Delivery Setup:
    • The delivery team configures the integration in the Marketplace platform using the provided details.