Product: Dynamics Business Central 365 (BC365)

Article Link: http://help.truecommerce.com/en/articles/6464132-dynamics-business-central-configuring-business-central-with-transaction-manager

Whenever you are setting up a new Dynamics 365 Business Central server that you need Transaction Manager to connect to, you will need to configure a few things first.

TrueCommerce uses Web Authorization and Request URLs in order to make a connection with your Dynamics 365 Business Central system. Essentially, we send requests over the internet to a link provided by Dynamics 365 Business Central asking for various tasks to be accomplished while providing information about those requested tasks.

The Request URL is a web-link to your Dynamics 365 Business Central system that allows for Transaction Manager to know where to send the requests, so you will need to provide the URL within Transaction Manager

Step 1 : Grab the Request URL

Navigate: Web Services → Any TRC pre-fixed object → OData V4 URL

Copy: The URL - excluding the ending /TRCxxxxx in order to select the root URL

Step 2: Configure Transaction Manager

Navigate: Business System → (Your Company) → Company Configuration → Integration Options

Locate: Request URL

Paste: OData V4 URL into Request URL

Once the Request URL is set up and configured you will then need to set up a user for Transaction Manager to use in order to make the requests, allowing Dynamics 365 Business Central to properly restrict unauthorized use.

Dynamics 365 Business Central has moved away from using Access Keys in favor of an OAuth system. This allows a user to sign into their Microsoft Account directly for authorization rather than storing any credentials within Transaction Manager for authorization.

Enabling OAuth 2.0

Navigate: Business System → (Your Company) → Company Configuration → Integration Options

Check: Enable OAuth 2.0

Logging in with OAuth

Once OAuth is enabled, you will need to log into your Microsoft Account through Transaction Manager at least once for it to link with Dynamics 365 Business Central using OAuth 2.0.

Navigate: Integration Settings

Select: Sign in with Microsoft

Sign In: Use your regular Microsoft credentials to sign in as if it was Dynamics 365 Business Central

NOTE: You may need to disable your browser pop-up blocker as it may prevent the window from displaying.

Dynamics 365 Business Central is removing the Access Key authorization and as you upgrade it will no longer be available. You will be required to use OAuth 2.0 (above) to login.

If you are currently still using the Access Key method (Enable OAuth 2.0 is unchecked), you will want to create a user within Dynamics 365 Business Central, generate an Access Key for that user, and then input the User ID + Access Key generated specifically for them within Transaction Manager.

NOTE: If OAuth is enabled, this is ignored.

If you want to switch between two servers for testing you may do so simply by swapping out the Request URL and updating the login method (whether it is OAuth or Access Key), if need be.

NOTE: If you have Scheduler running, the system will still attempt to perform import/export and send operations with the provided Request URL. Therefore, if you are performing testing you will need to disable those before switching your URL.

rev 8/15/22