Business Operations and ERPs

Microsoft Dynamics 365 Business Central

6min

With Microsoft Dynamics 365 Business Central modules in Make, you can manage the records in your Microsoft Dynamics 365 Business Central account.

To use the Microsoft Dynamics 365 Business Central modules, you must:

Refer to the Microsoft Dynamics 365 Business Central API documentation for a list of available endpoints.

Connect Microsoft Dynamics 365 Business Central to Make

To establish the connection, you must:

  1. Create a custom application in Microsoft Entra.
  2. Set up permissions in Microsoft Entra.
  3. Only for the Client Credentials connection type: Register a custom app in Microsoft Dynamics 365 Business Central.
  4. Establish the connection in Make

Create a custom application in Microsoft Entra

To create an Microsoft Dynamics 365 Business Central custom application and retrieve your Сlient ID and Tenant ID:

  1. Log in to your Microsoft Entra account.
  2. Open the Microsoft Entra ID service.
  3. In the Overview section, copy the Tenant ID and store it in a safe place.
  4. Go to Identity > Applications > App registrations and click New registration.
  5. In the Name field, enter the name for the application.
  6. In the Supported account types, select the directory where you want to create a custom app.
  7. In the Redirect URL field, do the following:
    1. In the Platform field, select Web.
    2. In the Redirect URL field, enter the redirect URL: https://www.make.com/oauth/cb/microsoft-d365-bc
    3. Click Register.
  8. Copy your Client ID and Tenant ID values and store them in a safe place.

To receive a Client Secret:

  1. Go to the custom app page.
  2. Click Certificates & secrets > Client secrets > New client secret.
  3. In the Description field, enter a description for the Client Secret.
  4. In the Expires field, select the expiration period for the Client Secret.
  5. Click Add.
  6. Copy your Client Secret value and store them in a safe place.

You will use these values in the Client ID, Client Secret and Tenant ID fields in Make.

Set up permissions in Microsoft Entra

  1. Go to the App registration section and click the app you created above.
  2. Go to API Permissions > Add a permission > Microsoft APIs.
  3. Select the Dynamics 365 Business Central permission.
  4. For the Authorization Code type of connection, do the following:
    1. Go to the Delegated permissions tab.
    2. Select the user_impersonation permission.
    3. Click Add permissions.
  5. For the Client Credentials type of connection, do the following:
    1. Go to the Application permissions tab.
    2. Selec the API.ReadWrite.All and Automation.ReadWrite.All permissions.
    3. Click Add permissions.
  6. Optional. Click each permission and click Grant admin consent for {tenant name} to grant admin consent.

You can establish the Authorization Code type of connection with Microsoft Dynamics 365 Business Central in Make. If you want to create the Client Credentials type of connection, proceed to the next section.

Register an application in Microsoft Dynamics 365 Business Central

  1. Log in to your Microsoft Dynamics 365 Business Central account.
  2. Search for Microsoft Entra application.
  3. Click New.
  4. In the Client ID field, enter the Client ID for the registered application that you received above.
  5. In the Description field, enter the app description.
  6. Set the State to Enabled.
  7. Set up the D365 AUTOMATION and EXTEND. MGT. - ADMIN permissions for the user group. Refer to the MC Dynamics 365 Business Central documentation to assign permissions.

You can establish the Client Credentials type of connection with Microsoft Dynamics 365 Business Central in Make.

Establish the connection with Microsoft Dynamics 365 Business Central in Make

To establish the connection in Make:

  1. Log in to your Make account, add a Microsoft Dynamics 365 Business Central module to your , and click Create a connection.
  2. In the Connection type field, select the connection type.
  3. Optional: In the Connection name field, enter a name for the connection.
  4. In the Client ID and Client Secret fields, enter the client credentials copied above.
  5. In the Base URL, enter your host URL. For example, api.businesscentral.dynamics.com/v2.0/
  6. In the Environment field, select the environment you want to create a connection for.
  7. In the Endpoint field, enter the endpoint for the connection. For example, /api/v2.0/
  8. Optional: Switch on the Show advanced settings toggle and specify additional scopes.
  9. Click Save.
  10. If prompted, authenticate your account and confirm access.

You have successfully established the connection. You can now edit your and add more Microsoft Dynamics 365 Business Central modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Updated 21 Mar 2025
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