onify / blueprint-dynamics-365-business-central-index-customers

Onify Blueprint: Index customers from Dynamics 365 Business Central

Onify Blueprint: Index customers from Dynamics 365 Business Central

Dynamics 365 Business Central (formerly called Dynamics NAV) is a powerful and complete business system from Microsoft with a focus on small and medium-sized business processes.

In this Blueprint we show how to index all customers (from a specific company).

Requirements

• Onify Hub
• Camunda Modeler
• Dynamics 365 Business Central

Included

• 1 x Flow

Setup

Microsoft Azure

1. Register the external application in Azure Active Directory
2. Create the external application account in Business Central
3. Grant consent

See detailed instructions here: https://www.kauffmann.nl/2021/07/06/service-to-service-authentication-in-business-central-18-3-how-to-set-up/

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

Onify

Add the following setting(s) to Onify.

Replace <TENANT>, <CLIENTID> and <CLIENTSECRET> with correct values.

{
  "key": "_azure_credentials",
  "name": "Microsoft Azure credentials",
  "value": "{\"tenant\":\"<TENANTID>\", \"client_id\":\"<CLIENTID>\", \"client_secret\":\"<CLIENTSECRET>\"}",
  "type": "object",
  "tag": [
    "azure",
    "credentials",
    "frontend"
  ],
  "category": "custom",
  "role": [
    "admin"
  ]
}

Test

1. Open the BPMN diagram in Camunda Modeler.
2. Update headers.Prefer.odata.maxpagesize (Get customers task) to preferred value (optional)
3. Update company id in url script (Get customers task)
4. Deploy the BPMN diagram (click Deploy current diagram and follow the steps).
5. Run it (click Start current diagram).

Support

• Community/forum: https://support.onify.co/discuss
• Documentation: https://support.onify.co/docs
• Support and SLA: https://support.onify.co/docs/get-support

License

This project is licensed under the MIT License - see the LICENSE file for details.