Microsoft Dynamics 365 Business Central
The Microsoft Dynamics 365 Business Central piece in ZBrain Flow enables seamless integration with your Business Central environment, helping you automate key ERP functions like record creation, updates, deletions, lookups, and custom API interactions. With this piece, you can manage financials, operations, sales, and customer data directly within your workflows, ensuring data consistency and efficient business processes across systems.
How to use Microsoft Dynamics 365 Business Central in ZBrain Flow
Click on the '+' button in the Flow and search for 'Microsoft Dynamics 365 Business Central'. Select it.
Choose the action you want to perform. The available options include:
Create record – Create a new record.
Delete record – Delete an existing record using its ID.
Get record – Fetch the details of a record by ID.
Update record – Update an existing record’s values.
Search record – Retrieve a list of records using filters.
Custom API Call – Make direct calls to any Business Central API endpoint.
How to create a Microsoft Dynamics 365 Business Central connection
Before using any Microsoft Dynamics 365 Business Central action in ZBrain Flow, you must first create a connection. This connection allows ZBrain Flow to securely access your Business Central environment and perform tasks like creating, updating, or retrieving records. Follow the steps below to set up the connection:
In the ‘Connection’ dropdown, click on ‘create connection’. A window will open where you need to fill out the following details:
‘Connection Name’ field – Enter a recognizable name for this connection.
‘Redirect URL’ – This field is pre-filled with https://secrets.activepieces.com/redirect.
‘Client ID’ – Paste your application’s client ID here.
‘Client Secret’ – Enter your app's client secret.
‘Environment’ – Type the name of your environment, such as ‘Production’ or ‘Sandbox’. You can find environment names in the Business Central Admin Center.
After filling in these fields, click on ‘Connect’, then click ‘Save’ to complete the setup.
How to create a record in Microsoft Dynamics 365 Business Central
Configuration steps:
First, make sure you've created a connection with Microsoft Dynamics 365 Business Central. To do that, follow the instructions in ‘How to create a Microsoft Dynamics 365 Business Central connection’.
Once the connection is in place, go to the ‘Company’ field and choose the company where the record should be created.
In the ‘Record Type’ field, select the type of record you want to create, such as customers, bank accounts, contacts, vendors, sales orders, or currencies.
How to delete a record in Microsoft Dynamics 365 Business Central
Configuration steps:
Before using this piece, make sure you’ve already set up a connection. Refer to 'How to create a Microsoft Dynamics 365 Business Central connection' for connection setup steps.
Once the connection is ready, navigate to the ‘Company’ field, choose the company that holds the record.
Use the ‘Record Type’ field to select the type of record you want to delete.
In the ‘Record ID’ field, provide the ID of the record to be deleted.
How to get a record in Microsoft Dynamics 365 Business Central
The steps to retrieve a record in Microsoft Dynamics 365 Business Central are the same as those for deleting a record. Refer to the instructions in ‘How to delete a record in Microsoft Dynamics 365 Business Central’ and follow the same configuration to fetch record details.
How to update a record in Microsoft Dynamics 365 Business Central
The steps to update a record in Microsoft Dynamics 365 Business Central are the same as those for deleting a record. Refer to the instructions in ‘How to delete a record in Microsoft Dynamics 365 Business Central’ and follow the same configuration to update the record details.
How to search records in Microsoft Dynamics 365 Business Central
Select a connection. If you haven't created one yet, refer to the connection setup instructions in the ‘How to create a Microsoft Dynamics 365 Business Central connection’ section above.
Choose the ‘Company’ from the list.
In the ‘Record Type’ field, select the record type you want to search.
You can use any of the available property fields to filter the search. Note that the search is case-sensitive and returns only exact matches based on the values entered.
How to use a custom API call in Microsoft Dynamics 365 Business Central
Configuration steps:
Select a connection. If you haven't created one yet, refer to the connection setup instructions in the ‘How to create a Microsoft Dynamics 365 Business Central connection’ section above.
Choose the HTTP method from the ‘Method’ field, depending on the type of request you want to perform (such as GET, POST, PATCH, DELETE).
In the ‘Headers’ section, add any required custom headers. Authorization headers are auto-injected from your connection, so you don’t need to add them manually.
Add any query strings in the ‘Query Parameters’ section if needed.
Include the request body under the ‘Body’ field for methods like POST or PATCH. Leave it empty if not required.
You can optionally enable the 'No Error on Failure' option to suppress flow-breaking errors.
Set a custom timeout value in the ‘Timeout (in seconds)’ field if needed, or leave it blank.
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