Dynamics 365 Business Central IC Integration
Dynamics 365 Business Central Integration
Overview
BDS and Apollo are using Dynamics 365 Business Central for their Financial cloud software. Insight Center is integrated with Dynamics 365 to pull jobs and customers from the BDS company.
This information is used in Insight Center to tag work being done for Job Costing in Dynamics.
API URLs used:
-
Business Central Tenant - https://businesscentral.dynamics.com/6c54e0e6-b696-4125-93bc-5831988e3055
- Customer List - https://api.businesscentral.dynamics.com/v2.0/6c54e0e6-b696-4125-93bc-5831988e3055/Production/ODataV4/Company('BDS Marketing%2C LLC')/Power_BI_Customer_List?$select=Customer_No,Customer_Name,Credit_Limit,Balance_Due,Posting_Date,Cust_Ledger_Entry_No,Amount,Amount_LCY,Transaction_No,Entry_No
-
Job List - https://api.businesscentral.dynamics.com/v2.0/6c54e0e6-b696-4125-93bc-5831988e3055/Production/ODataV4/Company('BDS Marketing%2C LLC')/Job_List?$select=No,Description,Bill_to_Customer_No,Status,Person_Responsible,Search_Description,Project_Manager
Data Fields saved:
Customers
- "Customer_Name "
- "Customer_No"
Jobs
-
- "No"
- "Description"
- "Bill_to_Customer_No"
- "Status"
Schedule:
Process:
- Windows exe is executed by a scheduled job
- The process pulls the data fields from the API and updates it in the IC tables
-
dyn.Customer – customer list
-
dyn.PJPROJ – Job numbers
- Note: the table deletes the values and then replaces them.
Business Rules:
- Only jobs with an Active Status are added/updated
- Any values pulled from the API's not matching current values in the table are deleted from IC