Integrate with Microsoft Dynamics 365

Get data from Microsoft Dynamics 365 Business Central, which is an enterprise resource planning (ERP) solution

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Good to know: Check out our ready-made templates available when you add a step and select Templates > 3rd party templates. You can use the templates to create a set of pre-configured steps.
Need a specific template? Click the Contact us button in the top right of the page and let us know.

Get companies data from Business Central

If you want to keep making calls to Microsoft Dynamics Business Central, you can use the Token template to request an OAuth 2.0 access token from the Azure Active Directory (Azure AD). You can find the template in Templates > 3rd party templates.

  1. In your Next Matter process, click +Add step and select Integration > Custom integration.

  2. Click Settings to configure the step.

  3. Enter the following details:

    • Method: GET
    • URL: https://api.businesscentral.dynamics.com/v2.0/DIRECTORY (TENANT) ID/production/api/v2.0/companies
    Find your Tenant ID
    1. Sign in to the Azure portal.
    2. Navigate to Azure Active Directory settings. In the Azure portal, find and click on Azure Active Directory in the left-hand navigation menu.
    3. In the Azure AD section, click on Properties.
    4. Look for the Directory (Tenant) ID in the properties section. It is a globally unique identifier for your Azure AD.
  • Authentication: Microsoft API token
  • Save your changes.

  • Get opportunities

    If you want to keep making calls to Microsoft Dynamics CRM, you can use the CRM Token template to request an OAuth 2.0 access token from the Azure Active Directory (Azure AD). You can find the template in Templates > 3rd party templates.

    1. In your Next Matter process, click +Add step and select Integration > Custom integration.

    2. Click Settings to configure the step.

    3. Enter the following details:

      • Method: GET
      • URL: YOUR_DYNAMICS_URL/api/data/v9.0/opportunities (or if you used the Token template as the first step, use the URI variable from the previous step).
      • Authentication: Microsoft API token (or if you used the Token template as the first step, use the token variable from the previous step).
    4. Create the variables for the email address (value: $.value[*].emailaddress), description ($.value[*].description) and name ($.value[*].name).

    5. Save your changes.