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URL: https://www.cdata.com/kb/tech/d365businesscentral-cloud-powerapps.rst

⇱ Integrate Live Dynamics 365 Business Central Data into Custom Business Apps Built in Power Apps


Integrate Live Dynamics 365 Business Central Data into Custom Business Apps Built in Power Apps

πŸ‘ Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to connect to Dynamics 365 Business Central data and integrate live Dynamics 365 Business Central data into apps built in Microsoft Power Apps.

Power Apps is a service for building and using custom business apps that connect to your data and work across the web and mobile β€” without the time and expense of custom software development. When paired with CData Connect AI, you get instant, cloud-to-cloud access to Dynamics 365 Business Central data from the apps you build using Power Apps. This article shows how to connect to Connect AI from Power Apps and build an app based on live Dynamics 365 Business Central data.

CData Connect AI provides a pure SQL, cloud-to-cloud interface for Dynamics 365 Business Central, allowing you to easily integrate with live Dynamics 365 Business Central data in Power Apps β€” without replicating the data. CData Connect AI looks exactly like a SQL Server database to Power Apps and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Dynamics 365 Business Central, leveraging server-side processing to quickly return Dynamics 365 Business Central data.

Configure Dynamics 365 Business Central Connectivity for Power Apps

Connectivity to Dynamics 365 Business Central from Power Apps is made possible through CData Connect AI. To work with Dynamics 365 Business Central data from Power Apps, we start by creating and configuring a Dynamics 365 Business Central connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. πŸ‘ Adding a Connection
  3. Select "Dynamics 365 Business Central" from the Add Connection panel
  4. πŸ‘ Selecting a data source
  5. 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.

    πŸ‘ Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add Dynamics 365 Business Central Connection page and update the User-based permissions. πŸ‘ 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. πŸ‘ 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.

With the connection configured and a PAT generated, you are ready to connect to Dynamics 365 Business Central data from Power Apps.

Connecting to CData Connect AI

To use Connect AI to integrate Dynamics 365 Business Central data into your Power Apps, you need a new SQL Server connection:

  1. Log in to Power Apps
  2. Click Dataverse -> Connections -> New connection
  3. Select SQL Server πŸ‘ Creating a new SQL Server Connection
  4. In the connection wizard:

    • Choose to connect directly
    • Set SQL server name to tds.cdata.com,14333
    • Set SQL database name to the name of the Dynamics 365 Business Central connection (e.g. D365BusinessCentral1)
    • Set Username to a Connect AI user (e.g. [email protected])
    • Set Password to the PAT for the above user
    • Click Create πŸ‘ Connecting to Connect AI

Building a Data-Centric App for Dynamics 365 Business Central Data

With the connection to Connect AI configured, you are ready to integrate live Dynamics 365 Business Central data into the apps you build in Power Apps.

  1. Log in to Power Apps
  2. Click Create and select "SQL" πŸ‘ Creating a new app from data
  3. Select the SQL Server connection you created
  4. Search for or choose a table to work with
  5. Click Connect πŸ‘ Connecting to Dynamics 365 Business Central data
  6. Customize the newly created app just like you would any other, including changing the layout and setting the fields exposed in BrowseScreen, DetailScreen, and EditScreen πŸ‘ Customizing the Dynamics 365 Business Central data app

At this point, you have an app with read and write access to live Dynamics 365 Business Central data that you can save and publish for use within your organization.

SQL Access to Dynamics 365 Business Central Data from Cloud Applications

Now you have a direct connection to live Dynamics 365 Business Central data from Microsoft Power Apps. You can create more connections and apps to drive business β€” all without replicating Dynamics 365 Business Central data.

To get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect AI.