Integrate with live Dynamics 365 Business Central Data in Jitterbit

Jitterbit is an enterprise iPaaS (integration platform as a service) that lets you streamline your data workflows. When paired with CData Connect AI, Jitterbit gets access to live Dynamics 365 Business Central data. This article demonstrates how to connect to Dynamics 365 Business Central using Connect AI and integrate with live Dynamics 365 Business Central data in Jitterbit.

CData Connect AI provides a pure OData interface for Dynamics 365 Business Central, allowing you to query data from Dynamics 365 Business Central without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to Dynamics 365 Business Central, leveraging server-side processing to return the requested Dynamics 365 Business Central data quickly.

Configure Dynamics 365 Business Central Connectivity for Jitterbit

To work with Dynamics 365 Business Central data from Jitterbit, we need to connect to Dynamics 365 Business Central from Connect AI, provide user access to the connection, and create a Workspace for the Dynamics 365 Business Central data.

Connect to Dynamics 365 Business Central from Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Dynamics 365 Business Central" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Dynamics 365 Business Central.

   To authenticate to Dynamics 365 Business Central, you must select an AuthScheme and provide the required properties (OAuth by default).

   All Methods

   Specify the . If you have multiple companies in your organization, you must also specify the to indicate which company you would like to connect to. does not need to be specified if you have only one company.

   Access Key

   To authenticate with an Access Key, set AuthScheme to "AccessKey" and provide the and properties.

   To obtain the and values, navigate to the Users page in Dynamics 365 Business Central and then click on Edit. The User Name and Web Service Access Key values are what you will enter as the and connection string properties. Note that the User Name is not your email address. It is a shortened user name.

   If you wish to authenticate through other methods, refer to the Help documentation.

   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Dynamics 365 Business Central Connection page and update the User-based permissions. 👁 Updating permissions
   

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create. 👁 Creating a new PAT
   
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Configure Dynamics 365 Business Central Endpoints for Jitterbit

After connecting to Dynamics 365 Business Central, create a workspace for your desired table(s).

1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace). 👁 The Workspaces page.
   👁 Adding a new Workspace.
   
2. Click Add to add new assets to the Workspace.
3. Select the Dynamics 365 Business Central connection (e.g. D365BusinessCentral1) and click Next. 👁 Selecting an Asset (Salesforce is shown).
   
4. Select the table(s) you wish to work with and click Confirm. 👁 Selecting Tables (Salesforce is shown).
   
5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to Dynamics 365 Business Central data from Jitterbit.

Connect to Dynamics 365 Business Central from Jitterbit using Connect AI

To establish a connection from Jitterbit to CData Connect AI using the OData protocol, follow these steps.

1. Log into Jitterbit.
2. Create a project in Cloud Studio and provide a workspace environment for it. 👁 Creating a new project in Jitterbit.
   
3. click Sources and enter OData in the search bar.
4. Select the OData connector.
5. Enter the OData connection properties.
• Connection Name: enter a connection name.
• OData Metadata URL: enter https://cloud.cdata.com/api/odata/{workspace_name}.
• Authentication: select Basic Auth.
• User Name: enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected].
• Password: enter the PAT you generated on the Settings page.
👁 Configuring connectivity to the Connect AI OData endpoint.

6. Click Test to test the connection, and then click Save Changes.
7. Choose the operation you want to perform and drag it to the workflow in your project. 👁 Selecting the operation for the workflow.
   
8. Double-click the query operation to see all the tables and derived views available in your OData endpoint. 👁 Viewing the available endpoints.
   
9. Select a table and configure the query.

You can now transform and integrate live Dynamics 365 Business Central data in Jitterbit.

Get CData Connect AI

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