Configuring Dynamics 365 Business Central Integration

To integrate Dynamics 365 Business Central with Reseller Marketplace, complete the following steps:

Important: Ensure that the OAuth 2.0 Redirect microservice is installed and the OAuth 2.0 Redirect URL is configured.

1. In your UX1 for Resellers, click Integrations.

   

2. Click Get Native Integrations. You will be redirected to the CloudBlue Store for Resellers.
   

   

3. Click Dynamics 365 Integration.

   

4. In the pop-up window that displays, click Install now.

5. In the Settings window, specify:

   • Connection settings, that include the following information:

     • Tenant (Directory) ID or domain name.

     • Client (Application) ID.

     • Client secret.

       Note: These parameters you obtain during registration of the Dynamics 365 Business Central application in Azure AD.

     • Environment name. The environment name from Dynamics 365 Business Central.
     • Company name. Name of the company from Dynamics 365 Business Central.

   • Whether to load prices and their descriptions from Dynamics 365 Business Central or Reseller Marketplace by default.

   • Whether or not to trim product description details. When Yes is selected, only the product name is used in the line description.

   • Whether or not to allow mapping multiple products to a single product.

   • Whether to automatically create and process synchronization tasks. You can select from two check frequency options: once per day or once every 5 minutes. It is also required to enable auto-sync at the customer level.

   • Whether to sync refunds on downgrades or sync only resource quantity changes.

   • Which events you want to track and be notified of: when errors and actions required from you only, or all tasks. These notifications are displayed in pop-up messages and the Action Log.

   • Whether to synchronize new or existing invoices.

     • New Invoice: Each order will create a new invoice in Dynamics 365 Business Central.

     • Existing Invoice: The order will be synchronized to the latest invoice, for that customer.

   Note: You can access these settings later by clicking the gear icon on the dashboard and selecting Settings.
   

   

   The Dynamics 365 Business Central integration is now complete.