Integration setup for Dynamics 365 Business Central - Part 2: 365 Dynamics Business Central

How do I set up an integration between CleanManager and Dynamics 365 Business Central?

Note

CleanManager only supports Single tenant Business Central with authentication through Microsoft Azure.

To be able to integrate CleanManager with Dynamics 365 Business Central, the following three accesses are required:

• Admin access to Azure
• Admin access to Dynamics 365 Business Central
• Admin access to CleanManager

Should you not have admin access to one of these three software, it is vital that you contact those who have, since without, it will not be possible to achieve a successful integration.

The required information from Dynamics 365 Business Central, for the integration to Cleanmanager is:

• Environment
• workflowCustomers URL
• Permissions for CleanManager

Read more about the successful integration of Dynamics 365 Business Central with CleanManager: 

• 2. Part: How do I set up Dynamics 365 Business Central for an integration with CleanManager?

• 2.1 Part: How do I set up Web Services in Business Central?

• 3. Part: How do I complete the integration between CleanManager and Dynamics 365 Business Central?

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2. Part: This is how you set up Dynamics 365 Business Central for an integration with CleanManager

This part of the guide will focus on how to acquire the name of your Environment, as well as how to grant permission to CleanManager, to integrate with Dynamics 365 Business Central.

	Start by clicking on ?, followed by Help & Support
	Scroll down to Report a problem, where you will find your Environment. As a standard, the name of the Environment is Production. Should this not be the case, copy the name.
	Insert your Environment under Environment in CleanManager
	Search thereafter for Azure Active Directory and click on it
	Click on + New
	Under Client ID insert your Application (client) ID from Azure
	Under Description we recommend writing CleanManager. This is to make it easier, in case of trouble transferring data, to trouble search.
	Set the State to Enabled
	Scroll down to the button of the page and Add a new permission under User Permission Sets
	Search the list for D365 Full access and click on OK. Check the top right corner, if it says ✔Saved before proceeding with the following steps.

INFO:

If you do not wish to grant CleanManager full access to your Dynamics 365 Business Central account, it is important that CleanManager gets access to the following:

• Customers
• workflowCustomers
• Items
• Sales invoices
• Sales invoice lines

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Part 2.1 This is how you set up Web Services in Business Central

In this part, we will go through the process of how you find your workflowCustomer OData V4 URL.

	Search for Web Services in the search bar and click on it
	Look for workflowCustomers with the Object ID 6408 in the list. If you cannot find workflowCustomers with the Object ID 6408, follow the steps from step 5 onwards.
	Copy the OData V4 URL Before proceeding to the next part, make sure that it says ✔Saved in the top right corner.
	Insert the link in your CleanManager under workflowCustomers
	In case you cannot find workflowCustomers with the objekt id 6408: Click on + New and insert the following information: Object Type: Page Object ID: 6408 Service Name: workflowCustomers Check the box published
	After the link (OData V4 URL) has appeared, copy it. Before proceeding to the next part, make sure that it says ✔Saved in the top right corner.
Note From time to time, errors may occur in the link, when copying it directly from Business Central. To avoid those errors, we recommend copying the link in the following way:
	After the link (OData V4 URL) has appeared, click on it
	This will lead you to the following page. Click on Cancel.
	Copy the link

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Part 3: This is how you complete your integration set up between CleanManager and Business Central

	Insert the OData V4 URL link, which you copied under Web Services in Business Central, under workflowCustomers in CleanManager
	Click thereafter on Saved
	After the integration has been completed, choose the company, which you want to integrate to
	Make sure that the company name fits the one found in the URL of the workflowCustomers
	Choose if you want to use the item names from Business Central or if you want to use the Cleaning types, for invoicing and click on Save
	Click on Customers in CleanManager, under Integrations and choose Business Central
	Click thereafter on Invoicing, under Integrations and choose Business Central

NOTE

When your Client Secret expires, go back to integrations in CleanManager, click on Business Central and insert a new Client Secret. 

To be able to do this, you will have to log into Azure as an Admin, go to App registrations and find CleanManager. 

Click on it and afterwards go to Certificates and secrets. Create a new Client Secret and insert it into CleanManager.