Integration

Path: Integration · tier official · system integration · narrative reviewed (checked by Opus)

Overview

Integration is the entry point for connecting Business Central to other systems. The overview page describes the architectural patterns: REST APIs, SOAP web services, OData, the HttpClient data type, Office apps, Power Platform, Dataverse, Dynamics 365 Sales and Field Service, Shopify, Azure services and Copilot extensions. Start there to pick an approach.

Two own pages cover Dynamics 365 apps. The Sales page describes integration through Dataverse: connection settings, security roles, unit group mapping, table synchronization, record coupling, sales order processing and item availability. The Field Service page covers syncing work orders with project journals, resource scheduling, item availability and service order status (2021 release wave 2).

The subtopics go deeper. Web services is the largest and covers OData, SOAP and API endpoints, security, telemetry and troubleshooting. Connect apps covers custom API pages and authentication. Other subtopics cover events and webhooks, Office and Microsoft 365, Dataverse, Power Platform, Azure, infrastructure services and Shopify.

Key points

• The overview page compares integration approaches: REST API, SOAP, OData, HttpClient, Dataverse, Office, Power Platform, Azure, Shopify and Copilot extensions.
• Web services (294 pages) covers publishing and securing OData, SOAP and API endpoints, plus monitoring, tuning and error diagnosis.
• Connect apps covers custom API pages and queries, and authentication with Microsoft Entra ID, basic auth or service-to-service OAuth 2.0.
• Event-based integration offers business events (preview) through Dataverse and Power Automate, and webhooks that push notifications on entity changes.
• Dynamics 365 Sales integration runs through Dataverse with bidirectional sync, record coupling, unit group mapping and security roles.
• Field Service integration syncs work orders with project journals and manages resource scheduling and service order status (2021 release wave 2).
• Dataverse and Power Platform subtopics cover sync, virtual tables, Power Apps, Power Automate, Power BI, Power Pages and Copilot Studio.
• Azure, infrastructure and Shopify subtopics cover Key Vault, Application Insights telemetry, Entra ID and Universal Print, and the Shopify Connector.

Subtopics

• Web services (294 pages)
• Connect apps (6 pages)
• Integrating with external systems using events (2 pages)
• Integrating Business Central with Office apps and Microsoft 365 (16 pages)
• Integrating with Microsoft Dataverse (22 pages)
• Integrating with Microsoft Power Platform (21 pages)
• Integrating with Azure services (5 pages)
• Integrating with infrastructure services (7 pages)
• Integrating with Shopify (4 pages)

More Learn pages

• Integrate with Microsoft Dynamics 365 Field Service: Integrate Business Central with Field Service.
• Integrating with Dynamics 365 Sales: Learn how to get Dynamics 365 Business Central ready to integrate with Dynamics 365 Sales.
• Integration overview for Business Central: Find links to information about the ways you can integrate Business Central to products and services.

Videos, posts and code changes

Linked by a Haiku matcher with a grounding quote from the item’s summary (link/topics.ts); machine-generated.

• #10230 [Main] node should have negative sign in the SII XML for Sales Credit Memos under One-Stop-Shop regime in the Spanish version (code change): “Sales credit memos under One-Stop-Shop regime now generate SII XML”
• #8698 [E-Documents Core] [Peppol] - Enabling EDI capabilities with E-Documents. PEPPOL Order Response Message Handling (code change): “E-documents now track order responses and acknowledgements as lifecycle events”
• #9257 Hide Provide feedback action on E-Document Purchase Draft when user-i… (code change): “The Provide feedback action on the E-Document Purchase Draft page is now hidden”
• #9401 Fix Incoming Documents default processed filter (code change): “Incoming Documents page now defaults to showing only unprocessed records”
• #9434 [Main]-“Factura Duplicada” error message appears under SII History if you use the same Vendor Invoice No. for the same Vendor (VAT Registration No.) in different documents in the Spanish version. (code change): “users now get a non-blocking warning when a purchase document’s Vendor Invoice No.”
• #9454 Fix site scoped contextinfo (code change): “Fix site scoped contextinfo. SharePoint request-digest calls”
• #9952 Show address lines 1-3 in address lookup display text (code change): “address lookup modal for Ideal Postcodes now displays address lines”
• What’s New: Key Updates in Learning Content (docs) for Systems Architects and Integration Developers (video): “integration overview; microsoft 365 apps; power platform; dataverse; azure services”

Business Central pages and reports

The pages, reports and queries this hub’s Learn pages name (ms.search.form, API reference), joined to the code by exact object id (data/index/docs-objects.json); a page shows the table it runs on.

• Page 1 “Company Information” · on Table 79 “Company Information” · via Integrating with infrastructure services
• Page 119 “User Setup” · on Table 91 “User Setup” · via Integrating with infrastructure services
• Page 774 “User Details” · captioned “Users” · on Table 774 “User Details” · via Integrating with infrastructure services
• Page 812 “API Overview” · on Table 812 “API Overview Buffer” · via Web services
• Page 1480 “Excel Centralized Depl. Wizard” · captioned “Excel Add-in Centralized Deployment” · on Table 1480 “Edit in Excel Settings” · via Integrating Business Central with Office apps and Microsoft 365
• Page 1831 “Outlook Centralized Deployment” · captioned “Outlook Add-in Centralized Deployment” · on Table 1610 “Office Add-in” · via Integrating Business Central with Office apps and Microsoft 365
• Page 1832 “Outlook Individual Deployment” · captioned “Get the Outlook Add-in” · via Integrating Business Central with Office apps and Microsoft 365
• Page 6300 “Azure AD App Setup Wizard” · captioned “Set Up Microsoft Entra ID” · via Integrating with infrastructure services
• Page 6301 “Azure AD App Setup Part” · captioned “” · on Table 6300 “Azure AD App Setup” · via Integrating with infrastructure services
• Page 6302 “Azure AD Access Dialog” · captioned “Microsoft Entra service permissions” · via Integrating with infrastructure services
• Page 6316 “Sustainability Report Power BI” · captioned “Sustainability Report (Power BI)” · via Integrating with Microsoft Power Platform
• Page 6317 “To Net Zero Carbon Power BI” · captioned “Journey to Net Zero Carbon (Power BI)” · via Integrating with Microsoft Power Platform
• Page 7214 “CDS Companies” · captioned “Dataverse Companies” · on Table 5393 “CDS Company” · via Integrating with Microsoft Dataverse
• Page 8350 “MCP Config List” · captioned “Model Context Protocol (MCP) Server Configurations” · via Integrating with Microsoft Power Platform
• Page 8351 “MCP Config Card” · captioned “Model Context Protocol (MCP) Server Configuration” · via Integrating with Microsoft Power Platform
• Page 8359 “MCP Config Warning List” · captioned “MCP Configuration Warnings” · on Table 8352 “MCP Config Warning” · via Integrating with Microsoft Power Platform
• Page 8930 “Email View Policy List” · captioned “User Email View Policies” · on Table 8930 “Email View Policy” · via Integrating with infrastructure services
• Page 9061 “Plan Configuration List” · captioned “License Configuration” · on Table 9017 “Plan Configuration” · via Integrating with infrastructure services
• Page 9062 “User Security Activities” · on Table 9062 “User Security Status” · via Integrating with infrastructure services
• Page 9069 “Plan Configuration Card” · captioned “License Configuration” · on Table 9017 “Plan Configuration” · via Integrating with infrastructure services
• Page 9650 “Custom Report Layouts” · on Table 9650 “Custom Report Layout” · via Integrating Business Central with Office apps and Microsoft 365
• Page 9652 “Report Layout Selection” · on Table 9651 “Report Layout Selection” · via Integrating Business Central with Office apps and Microsoft 365
• Page 9800 “Users” · via Integrating with infrastructure services
• Page 9802 “Permission Sets” · on Table 9009 “Permission Set Buffer” · via Integrating with infrastructure services
• Page 9807 “User Card” · via Integrating with infrastructure services
• Page 9808 “User Permission Sets” · via Integrating with infrastructure services
• Page 9816 “Permission Set by User” · via Integrating with infrastructure services
• Page 9818 “User Security Status List” · captioned “User Security Status” · on Table 9062 “User Security Status” · via Integrating with infrastructure services
• Page 9855 “Permission Set” · on Table 9862 “PermissionSet Buffer” · via Integrating with infrastructure services
• Page 9862 “Expanded Permissions” · via Integrating with infrastructure services
• Page 9868 “Security Group Permission Sets” · via Integrating with infrastructure services
• Page 9869 “Security Group Members” · on Table 9021 “Security Group Member Buffer” · via Integrating with infrastructure services
• Page 9871 “Security Groups” · on Table 9022 “Security Group Buffer” · via Integrating with infrastructure services
• Page 9872 “New Security Group” · via Integrating with infrastructure services
• Page 9873 “Copy Security Group” · via Integrating with infrastructure services
• Page 9874 “Permission Set By Sec. Group” · captioned “Permission Set by Security Group” · via Integrating with infrastructure services
• Page 9875 “Permission Set Assignments” · via Integrating with infrastructure services
• Page 9877 “Security Group Lookup” · captioned “Available Security Groups” · on Table 9022 “Security Group Buffer” · via Integrating with infrastructure services
• Page 30100 “Shpfy Activities” · captioned “Shopify Activities” · on Table 30100 “Shpfy Cue” · via Integrating with Shopify
• Page 30101 “Shpfy Shop Card” · captioned “Shopify Shop Card” · on Table 30102 “Shpfy Shop” · via Integrating with Shopify
• Page 30102 “Shpfy Shops” · captioned “Shopify Shops” · on Table 30102 “Shpfy Shop” · via Integrating with Shopify
• Page 30103 “Shpfy Tag Factbox” · captioned “Shopify Tags” · on Table 30104 “Shpfy Tag” · via Integrating with Shopify
• Page 30104 “Shpfy Tags” · captioned “Shopify Tags” · on Table 30104 “Shpfy Tag” · via Integrating with Shopify
• Page 30106 “Shpfy Customer Card” · captioned “Shopify Customer Card” · on Table 30105 “Shpfy Customer” · via Integrating with Shopify
• Page 30107 “Shpfy Customers” · captioned “Shopify Customers” · on Table 30105 “Shpfy Customer” · via Integrating with Shopify
• Page 30113 “Shpfy Order” · captioned “Shopify Order” · on Table 30118 “Shpfy Order Header” · via Integrating with Shopify
• Page 30115 “Shpfy Orders” · captioned “Shopify Orders” · on Table 30118 “Shpfy Order Header” · via Integrating with Shopify
• Page 30118 “Shpfy Data Capture List” · captioned “Shopify Data Capture List” · on Table 30114 “Shpfy Data Capture” · via Integrating with Shopify
• Page 30119 “Shpfy Log Entries” · captioned “Shopify Log Entries” · on Table 30115 “Shpfy Log Entry” · via Integrating with Shopify
• Page 30120 “Shpfy Log Entry Card” · captioned “Shopify Log Entry” · on Table 30115 “Shpfy Log Entry” · via Integrating with Shopify
• Page 30126 “Shpfy Products” · captioned “Shopify Products” · on Table 30127 “Shpfy Product” · via Integrating with Shopify
• Page 30135 “Shpfy Authentication” · captioned “Waiting for a response - do not close this page” · via Integrating with Shopify
• Page 30156 “Shpfy Companies” · captioned “Shopify Companies” · on Table 30150 “Shpfy Company” · via Integrating with Shopify
• Page 30157 “Shpfy Company Card” · captioned “Shopify Company Card” · on Table 30150 “Shpfy Company” · via Integrating with Shopify

Learn also names 4 objects with no object page: page/9173, page/9830, page/9831, page/9838.

Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn’s own.