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Dynamics 365 Business Central Query Authentication Guide
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Contents

Dynamics 365 Business Central Query Authentication Guide

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Overview

This is a step-by-step guide to acquiring credentials for authorizing the Dynamics 365 Business Central Query component for use in Matillion ETL.

The Dynamics 365 Query Business Central connector uses an OAuth for third-party authentication.

While connector properties may differ between cloud data warehouses, the authentication process remains the same.

Most third-party apps and services that connect to Microsoft data can be set up for use in Matillion ETL through the Microsoft Azure Portal using much of the same process.

Note

Older versions of Dynamics 365 Business Central used Web Service Access Key authentication. Matillion ETL still supports an older version of the Dynamics 365 Business Central Query connector that will use a Web Service Access Key, and is documented below. This method is deprecated, however, and replaced by the OAuth method described in this article.

Prerequisites

Begin by creating an OAuth entry in Matillion ETL, as described in Manage OAuth. You should then configure this OAuth entry using the Dynamics 365 credentials, obtained as described below.

Acquiring Third-Party Credentials

  1. Open the Microsoft Azure Portal, and enter valid login credentials to continue. On the Microsoft Azure dashboard, click App registrations on the Azure services menu at the top. If App registrations is not visible, click More services, on the right of the menu, for a longer list of options.

  2. On the App registrations page, click + New registration on the menu at the top of the screen.

  3. On the Register an application page, provide details for the following fields:

  • Name: Provide a name for the app.
  • Supported account types: Select Accounts in any organizational directory (Any Azure AD directory - Multitenant) and personal Microsoft accounts (e.g. Skype, Xbox).
  • Redirect URI: Select Web in the drop-down field and paste the callback (copied from the Manage OAuth window in Matillion ETL earlier). Note that although the page states this field is optional, you must complete it.

  1. Click Register.

  2. The browser will then redirect to the Overview page on the app's newly created dashboard. From here, copy the credentials to the right of Application (client) ID and Directory (tenant) ID, as they will be required.

Warning

When copying the credentials, some browsers may add a space to the end of the string. This will cause the credentials to fail.

  1. On the menu on the left, click Authentication. Scroll down to the Implicit grant and hybrid flows section, and select the checkbox next to ID tokens (used for implicit and hybrid flows), then click Save at the bottom of the page.

  2. Click Certificates & secrets on the menu on the left, and on the Certificates & secrets page click + New client secret.

  3. The Add a client secret page will appear to the right. Provide details for the following fields:

  • Description: provide a description of the client secret.
  • Expires: use the Expires drop-down to select when the client secret should expire, then click Add.
  1. You will automatically be returned to the Certificates & secrets page, where the new client secret will appear in the list in the Client secrets tab. Copy the client secret Value, as it will be required in authorizing for use in Matillion ETL.
Warning
  • Make sure to copy the client secret right away as it may appear only once.
  • Additionally, when copying the client secret, some browsers may add a space to the end of the string. Watch out for this as it will cause the credentials to fail.

  1. Click API permissions on the menu on the left, then click + Add a permission to open the Request API permissions panel on the right of the screen.

  2. In the Request API permissions panel, click Dynamics 365 Business Central in the list of Microsoft APIs.

  3. This will open the Dynamics 365 Business Central panel. Select Delegated permissions, and then select user_impersonation Access as the signed-in user. Then click Add permissions.

  4. Click Expose an API in the menu on the left.

  5. Before a scope can be added, an Application ID URI will need to be set. Click Set to the right of the Application ID URI field to edit it. Replace the suggested URI with the URI to be associated with the app, then click Save.

  6. Click + Add a scope. The Add a scope panel will appear on the right. Provide details for the following required fields:

  • Scope name: A display name for the scope when access to the API is requested. Best practice dictates using a <resource.operation.consent> name structure.
  • Who can consent? Select which users can consent to this scope in directories where user consent is enabled: Admins and users, or Admins only.
  • Admin consent display name: A name for the scope to be displayed on admin consent screens.
  • Admin consent description: A detailed description for the scope to be displayed on admin consent screens.

  1. Click Add scope.

  2. Next, navigate to the Office 365 Home page, giving your sign-in credentials if requested. Search for and click the Business Central app. If not immediately visible it should be located in the All apps section. This will open the Business Central Dynamics 365 dashboard. The page's URL is required for the OAuth validation. Copy the URL up to and including the unique identifier after the domain, for example:

https://businesscentral.dynamics.com/09d19996-a185-4b6c-8332-37120f9bba10/

  1. Now return to the Manage OAuth dialog in Matillion ETL to complete the OAuth configuration.

Using Web Service Access Key authentication

Note
  • This section is for customers using versions of Matillion ETL before 1.62.
  • Web Service Access Key authentication has been deprecated by Microsoft. We recommend that customers update their Matillion ETL instances to version 1.62 or later to use the OAuth method of authenticating the Dynamics 365 Business Central Query component.

  1. Navigate to the Dynamics 365 Business Central Portal and enter valid login credentials.

  2. On the Dynamics 365 Business Central dashboard, click the Search icon on the menu in the top right.

  3. In the Tell me what you want to do field, enter Users. A list of options will then appear below the search field. Click Users.

  4. On the Users page, click the User Name to be associated with the API.

  5. Copy the credential to the right of Web Service Access Key as it will be required when configuring the authorization in Matillion ETL.

  6. Create an orchestration job and add a Dynamics 365 Business Central Query component to the job canvas.

  7. In the Properties panel at the bottom of the screen, click ... next to the Access Key property.

  8. In the Access Key dialog, select the Store in component option, and paste the Web Service Access Key (copied from the Dynamics 365 Business Central Portal earlier) into the field. Then click OK.

Note

Alternatively to storing the access key in the component, you can use the Manage Passwords feature to store the access key behind a named entry.

  1. If the Access Key is entered correctly, the connector should be authenticated and the status of the property will be OK.
What's Next

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