Online Data Provider: 365 Business Central

[Version: 2023 - August]
[Build: 23.08.31502]

TARGIT has developed an extension to your Dynamics 365 Business Central that will allow you to extract data, using oauth authentication, with the 365 BC Online Data Providers for TARGIT InMemory ETL and for TARGIT Data Discovery.

The general steps you need, are:

1. Download and unpack the .app extension file.
2. Add the extension to your Dynamics 365 Business Central installation.
3. Register a Microsoft Entra application in Azure.
4. Register the Entra application in 365 Business Central.
5. Make sure that you have the 365 BC Online Provider license for TARGIT.
6. Configure data sources in InMemory ETL or in Data Discovery and start loading data from your 365 Business Central.

Download and unpack the .app file

Download and unpack:

https://download.targit.com/bia/nav/Documentation/365BC/cloud/TARGITWebServiceExtensionforDynamics365BCv1.0.0.11.zip

Store the unpacked .app file in a temporary folder. You will need it later.

Add the extension to your 365 Business Central

1. Sign in to your 365 BC solution via: https://businesscentral.dynamics.com
   
   
   
2. Go to 'Advanced Settings' from the cog wheel in the upper right corner, to start working with 'Extensions':
   
   
   
3. From the 'Manage' tab, select 'Upload Extension':
   
4. Click the three dots to add the unpacked .app file. Consent to the disclaimer ("By deploying this extensions...") and click the 'Deploy' button:
   
   
   

Register a Microsoft Entra application in Azure

1. Sign in to https://portal.azure.com/
2. Go to 'Microsoft Entra ID', 'App registrations', and create a New registration:
   
   
   
3. At this point, just give it a proper name and hit the 'register' button:
   
   
   
4. Go to 'Certificates and secrets' to create a 'New client secret':
   
   
   
5. Give it a proper description and set its expiration:
   
   
   
6. Important: Copy the Secret value and the Secret ID to Notepad or similar. You will need these values later, and you cannot retrieve them at a later point.
   
7. Go to 'API permissions' to add a new permission:
   
   
   
8. Locate and click the 'Dynamics 365 Business Central':
   
   
   
9. Select 'Application permission' and check API.ReadWrite.All and Automation.ReadWrite.All:
   
   Note: You may need to be a Global Admin to grant this type of access.
   
   
10. Go to 'Overview' to take note of the Application (client) ID and the Directory (tenant) ID (copy these to Notepad as well). You will need them later.

Register the Entra application in BC

1. Go back to 365 Business Central and use the search field to search for 'Microsoft Entra Applications':
   
   
   
2. Create a New:
   
   
   
3. Fill in the fields:
   
   
   Client ID = Application (client) ID
   Description = Entra application Display name
   
   
4. For the App ID in this form, click the three dots on the right:
   
   
   
5. From the installed extensions list, select 'TARGIT API Service':
   
   
   
6. Change the 'State' field from Disabled to Enabled, this will auto-fill the User information fields:
   
   
   
7. Also, set the User Permission for the Entra application to 'Administrator':
   
   ...
   
   ...
   
   
   
8. Go back to the front page's Search field and search for 'web services':
   
   
   
9. Locate the 'TargitService' and copy its 'SOAP URL'm (paste it to Notepad):
   

TARGIT License for 365 BC online provider

1. Open TARGIT Management and go to 'License' to check for a valid license for the 365 Business Central online provider:
   

Configure 365 BC data source in InMemory ETL or in Data Discovery

1. The data sources that can use the new oauth data providers for 365 BC are those with 'version 2.0':
   
   
   
2. Fill in the fields:
   
   Service Address = SOAP URL
   Tenant = Tenant ID
   Client ID = Application (client) ID