Microsoft Business Central- UnifyApps

Microsoft Dynamics 365 Business Central is an all-in-one business management solution that helps small and medium-sized businesses manage finance, operations, sales and customer service. The UnifyApps Microsoft Business Central connector uses the Business Central API (v2.0) to create, read, update and list companies, customers, vendors, items, sales and purchase documents, journals and financial statements from workflows and agents.

This guide covers the authentication type available on the connection form, and the actions supported, along with the Business Central permissions they need.

Authentication

Before you begin, you should have the following information:

Connection name: a descriptive name such as MyAppBusinessCentralIntegration, so the connection is easy to identify later.
Authentication type: Microsoft Business Central supports one type of authentication, so the form does not ask you to choose:
1. OAuth
Environment name: the name of the Business Central environment the connection should use, for example Production. If you open Business Central at https://businesscentral.dynamics.com/<tenant ID>/Production, the environment name is Production.

1. OAuth

Use this to connect through your organization's own Azure app registration. Actions run as the Business Central user who signs in, with that user's Business Central permissions.

Step 1: App registration in Azure

Log in to the Azure portal, search for App registrations and click New registration.
Enter a name and choose the supported account type as Multitenant or Single tenant.
Under Redirect URI, choose platform Web and paste the Callback URL shown at the top of the connection form (it is copyable and differs per environment).
Click Register.
On the Overview tab, copy the Application (client) ID and the Directory (tenant) ID.

Go to API permissions → Add a permission, select Dynamics 365 Business Central on the Microsoft APIs tab, choose Delegated permissions, check Financials.ReadWrite.All and click Add permissions. Click Grant admin consent if your tenant requires it.
Go to Certificates & secrets → New client secret, add a description and expiry, and click Add. Copy the secret Value immediately and store it securely. It is not shown again.

Note: if Dynamics 365 Business Central does not appear in the list of APIs, the Microsoft Entra tenant has no Business Central subscription yet. Microsoft suggests signing up for Business Central (a trial is enough) with a user from the directory to make it visible.

Step 2: Find the environment name

Sign in to Business Central and select Settings → Admin Center in the upper-right corner, or open https://businesscentral.dynamics.com/<tenant ID>/admin.
On the Environments tab, copy the name of the production or sandbox environment the connection should use from the Name column.

Step 3: Connection setup in UnifyApps

Open Connections → New Connection → Microsoft Business Central and enter a Connection name.
Enter the Client ID and Client Secret copied from Azure.
Enter the Tenant ID. It defaults to common, which works only if the app registration is multitenant; for a single-tenant app, enter your Directory (tenant) ID.
Enter the Environment name from Step 2.
Click Authorize. You are redirected to the Microsoft sign-in page.
Sign in with a Microsoft account that is a Business Central user, review the permissions requested on the consent screen and click Accept.
Confirm the success message after the redirect back to UnifyApps.

Actions

Every action calls the Business Central API with the signed-in user's token, so they all need the same access rather than a scope per action: the Financials.ReadWrite.All delegated permission on the Dynamics 365 Business Central API (added in Step 1), plus a Business Central license and permission sets for that user that allow the records the action reads or changes. Most actions need a Company ID; use List companies to find it.

Actions	Description
`Create a new bank account`	Creates a new bank account in Dynamics 365 Business Central.
`Create a new contact`	Creates a new contact in Dynamics 365 Business Central.
`Create a new country/region`	Creates a new country/region in Dynamics 365 Business Central.
`Create a new currency`	Creates a new currency in Dynamics 365 Business Central.
`Create a new customer`	Creates a new customer in Dynamics 365 Business Central.
`Create a new employee`	Creates a new employee in Dynamics 365 Business Central.
`Create a new item`	Creates a new item in Dynamics 365 Business Central.
`Create a new item category`	Creates a new item category in Dynamics 365 Business Central.
`Create a new item variant`	Creates a new item variant in Dynamics 365 Business Central.
`Create a new journal`	Creates a new journal in Dynamics 365 Business Central.
`Create a new journal line`	Creates a new journal line in Dynamics 365 Business Central.
`Create a new location`	Creates a new location in Dynamics 365 Business Central.
`Create a new opportunity`	Creates a new opportunity in Dynamics 365 Business Central.
`Create a new payment method`	Creates a new payment method in Dynamics 365 Business Central.
`Create a new payment term`	Creates a new payment term in Dynamics 365 Business Central.
`Create a new project`	Creates a new project in Dynamics 365 Business Central.
`Create a new purchase credit memo`	Creates a purchase credit memo in Dynamics 365 Business Central.
`Create a new purchase invoice`	Creates a purchase invoice in Dynamics 365 Business Central.
`Create a new purchase order`	Creates a new purchase order in Dynamics 365 Business Central.
`Create a new sales credit memo`	Creates a new sales credit memo in Dynamics 365 Business Central.
`Create a new sales invoice`	Creates a new sales invoice in Dynamics 365 Business Central.
`Create a new sales order`	Creates a new sales order in Dynamics 365 Business Central.
`Create a new sales quote`	Creates a new sales quote in Dynamics 365 Business Central.
`Create a new shipment method`	Creates a new shipment method in Dynamics 365 Business Central.
`Create a new tax area`	Creates a new tax area in Dynamics 365 Business Central.
`Create a new tax group`	Creates a new tax group in Dynamics 365 Business Central.
`Create a new time registration entry of employee`	Creates a new time registration entry of an employee in Dynamics 365 Business Central.
`Create a new unit of measure`	Creates a new unit of measure in Dynamics 365 Business Central.
`Create a new vendor`	Creates a new vendor in Dynamics 365 Business Central.
`Create a new vendor payment journal`	Creates a new vendor payment journal in Dynamics 365 Business Central.
`Describe object - Object Extractor (ETL)`	Gets object metadata from Microsoft Business Central and shows the output produced by the object extractor.
`Describe object - Raw API output (ETL)`	Gets object metadata from Microsoft Business Central and shows the raw XML output.
`Get a purchase credit memo`	Gets a purchase credit memo in Dynamics 365 Business Central.
`Get a purchase invoice`	Gets a purchase invoice in Dynamics 365 Business Central.
`Get account`	Gets an account from Dynamics 365 Business Central.
`Get an item`	Gets an item in Dynamics 365 Business Central.
`Get an item variant`	Gets an item variant in Dynamics 365 Business Central.
`Get balance sheet`	Gets a balance sheet from Dynamics 365 Business Central.
`Get bank account`	Gets a bank account from Dynamics 365 Business Central.
`Get cash flow statement`	Gets a cash flow statement from Dynamics 365 Business Central.
`Get company`	Gets a company from Dynamics 365 Business Central.
`Get company information`	Gets company information from Dynamics 365 Business Central.
`Get contact`	Gets a contact from Dynamics 365 Business Central.
`Get contact information of customer`	Gets contact information of a customer from Dynamics 365 Business Central.
`Get contact information of vendor`	Gets contact information of a vendor from Dynamics 365 Business Central.
`Get country/region`	Gets a country/region from Dynamics 365 Business Central.
`Get currency`	Gets a currency from Dynamics 365 Business Central.
`Get currency exchange rate`	Gets a currency exchange rate from Dynamics 365 Business Central.
`Get customer`	Gets a customer from Dynamics 365 Business Central.
`Get customer financial detail`	Gets a customer financial detail from Dynamics 365 Business Central.
`Get employee`	Gets an employee from Dynamics 365 Business Central.
`Get entity fields`	Gets entity fields from Dynamics 365 Business Central.
`Get income statement`	Gets an income statement in Dynamics 365 Business Central.
`Get item category`	Gets an item category from Dynamics 365 Business Central.
`Get journal`	Gets a journal from Dynamics 365 Business Central.
`Get journal line`	Gets a journal line from Dynamics 365 Business Central.
`Get location`	Gets a location from Dynamics 365 Business Central.
`Get object`	Gets an object from Dynamics 365 Business Central.
`Get opportunity`	Gets an opportunity in Dynamics 365 Business Central.
`Get payment method`	Gets a payment method from Dynamics 365 Business Central.
`Get payment term`	Gets a payment term from Dynamics 365 Business Central.
`Get project`	Gets a project from Dynamics 365 Business Central.
`Get purchase order`	Gets a purchase order in Dynamics 365 Business Central.
`Get purchase receipt`	Gets a purchase receipt in Dynamics 365 Business Central.
`Get sales credit memo`	Gets a sales credit memo from Dynamics 365 Business Central.
`Get sales invoice`	Gets a sales invoice from Dynamics 365 Business Central.
`Get sales order`	Gets a sales order from Dynamics 365 Business Central.
`Get sales quote`	Gets a sales quote from Dynamics 365 Business Central.
`Get sales shipment`	Gets a sales shipment in Dynamics 365 Business Central.
`Get shipment method`	Gets a shipment method from Dynamics 365 Business Central.
`Get tax area`	Gets a tax area from Dynamics 365 Business Central.
`Get tax group`	Gets a tax group in Dynamics 365 Business Central.
`Get time registration entry of employee`	Gets a time registration entry of an employee in Dynamics 365 Business Central.
`Get unit of measure`	Gets a unit of measure in Dynamics 365 Business Central.
`Get vendor`	Gets a vendor from Dynamics 365 Business Central.
`Get vendor payment journal`	Gets a vendor payment journal in Dynamics 365 Business Central.
`Get vendor purchase`	Gets a vendor purchase in Dynamics 365 Business Central.
`Gets an accounting period`	Gets an accounting period from Dynamics 365 Business Central.
`Gets possible objects for a company as displayed in etl`	Gets the objects for all companies in Microsoft Business Central.
`List accounting periods`	Lists accounting periods in Dynamics 365 Business Central.
`List accounts`	Lists all accounts in Dynamics 365 Business Central.
`List all item variants`	Lists all item variants in Dynamics 365 Business Central.
`List all items`	Lists all items in Dynamics 365 Business Central.
`List all opportunities`	Lists all opportunities in Dynamics 365 Business Central.
`List all purchase credit memos`	Lists all purchase credit memos in Dynamics 365 Business Central.
`List all purchase invoices`	Lists all purchase invoices in Dynamics 365 Business Central.
`List all purchase orders`	Lists all purchase orders in Dynamics 365 Business Central.
`List all purchase receipts`	Lists all purchase receipts in Dynamics 365 Business Central.
`List all sales shipments`	Lists all sales shipments in Dynamics 365 Business Central.
`List all tax groups`	Lists all tax groups in Dynamics 365 Business Central.
`List balance sheets`	Lists all balance sheets in Dynamics 365 Business Central.
`List bank accounts`	Lists all bank accounts in Dynamics 365 Business Central.
`List cash flow statements`	Lists all cash flow statements in Dynamics 365 Business Central.
`List companies`	Lists all companies in Dynamics 365 Business Central.
`List company informations`	Lists all company information in Dynamics 365 Business Central.
`List contact information of customers`	Lists all contact information of customers in Dynamics 365 Business Central.
`List contact information of vendors`	Lists all contact information of vendors in Dynamics 365 Business Central.
`List contacts`	Lists contacts in Dynamics 365 Business Central.
`List country/region`	Lists all countries/regions in Dynamics 365 Business Central.
`List currencies`	Lists all currencies in Dynamics 365 Business Central.
`List currency exchange rates`	Lists all currency exchange rates in Dynamics 365 Business Central.
`List customer financial details`	Lists all customer financial details in Dynamics 365 Business Central.
`List customers`	Lists all customers in Dynamics 365 Business Central.
`List employees`	Lists all employees in Dynamics 365 Business Central.
`List income statements`	Lists all income statements in Dynamics 365 Business Central.
`List item categories`	Lists all item categories in Dynamics 365 Business Central.
`List journal lines`	Lists all journal lines in Dynamics 365 Business Central.
`List journals`	Lists all journals in Dynamics 365 Business Central.
`List locations`	Lists all locations in Dynamics 365 Business Central.
`List payment methods`	Lists all payment methods in Dynamics 365 Business Central.
`List payment terms`	Lists all payment terms in Dynamics 365 Business Central.
`List projects`	Lists all projects in Dynamics 365 Business Central.
`list records from OData entity`	Retrieves records from any Business Central OData entity for a specified company.
`List sales credit memos`	Lists all sales credit memos in Dynamics 365 Business Central.
`List sales invoices`	Lists all sales invoices in Dynamics 365 Business Central.
`List sales orders`	Lists all sales orders in Dynamics 365 Business Central.
`List sales quotes`	Lists all sales quotes in Dynamics 365 Business Central.
`List shipment methods`	Lists all shipment methods in Dynamics 365 Business Central.
`List tax areas`	Lists all tax areas in Dynamics 365 Business Central.
`List time registration entries of employee`	Lists all time registration entries of an employee in Dynamics 365 Business Central.
`List unit of measures`	Lists all units of measure in Dynamics 365 Business Central.
`List vendor payment journals`	Lists all vendor payment journals in Dynamics 365 Business Central.
`List vendors`	Lists all vendors in Dynamics 365 Business Central.
`List vendors purchase`	Lists all vendor purchases in Dynamics 365 Business Central.
`Monitor changes in entities`	Monitors changes in entities in Microsoft Business Central (one per run).
`Monitor changes in entities (Batch)`	Monitors changes in entities in Microsoft Business Central, in batches.
`Update a item variant`	Updates an item variant in Dynamics 365 Business Central.
`Update a new item`	Updates an item in Dynamics 365 Business Central.
`Update a purchase credit memo`	Updates a purchase credit memo in Dynamics 365 Business Central.
`Update a purchase invoice`	Updates a purchase invoice in Dynamics 365 Business Central.
`Update bank account`	Updates a bank account in Dynamics 365 Business Central.
`Update company information`	Updates company information in Dynamics 365 Business Central.
`Update contact`	Updates a contact in Dynamics 365 Business Central.
`Update country/region`	Updates a country/region in Dynamics 365 Business Central.
`Update currency`	Updates a currency in Dynamics 365 Business Central.
`Update customer`	Updates a customer in Dynamics 365 Business Central.
`Update employee`	Updates an employee in Dynamics 365 Business Central.
`Update item category`	Updates an item category in Dynamics 365 Business Central.
`Update journal`	Updates a journal in Dynamics 365 Business Central.
`Update journal line`	Updates a journal line in Dynamics 365 Business Central.
`Update location`	Updates a location in Dynamics 365 Business Central.
`Update opportunity`	Updates an opportunity in Dynamics 365 Business Central.
`Update payment method`	Updates a payment method in Dynamics 365 Business Central.
`Update payment term`	Updates a payment term in Dynamics 365 Business Central.
`Update project`	Updates a project in Dynamics 365 Business Central.
`Update purchase order`	Updates a purchase order in Dynamics 365 Business Central.
`Update sales credit memo`	Updates a sales credit memo in Dynamics 365 Business Central.
`Update sales invoice`	Updates a sales invoice in Dynamics 365 Business Central.
`Update sales order`	Updates a sales order in Dynamics 365 Business Central.
`Update sales quote`	Updates a sales quote in Dynamics 365 Business Central.
`Update shipment method`	Updates a shipment method in Dynamics 365 Business Central.
`Update tax area`	Updates a tax area in Dynamics 365 Business Central.
`Update tax group`	Updates a tax group in Dynamics 365 Business Central.
`Update time registration entry of employee`	Updates a time registration entry of an employee in Dynamics 365 Business Central.
`Update unit of measure`	Updates a unit of measure in Dynamics 365 Business Central.
`Update vendor`	Updates a vendor in Dynamics 365 Business Central.
`Update vendor payment journal`	Updates a vendor payment journal in Dynamics 365 Business Central.