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Integration setup for Dynamics 365 Business Central - Part 1: Azure

How do I set up an integration between CleanManager and Dynamics 365 Business Central?

Note

CleanManager only supports Single tenant Business Central with authentication through Microsoft Azure.

 

To be able to integrate CleanManager with Dynamics 365 Business Central, the following three accesses are required:

  • Admin access to Azure
  • Admin access to Dynamics 365 Business Central
  • Admin access to CleanManager

 

Should you not have admin access to one of these three software, it is vital that you contact those who have, since without, it will not be possible to achieve a successful integration.

 

The required information from Azure, for the integration with Cleanmanager is:

  • Client (Application) ID
  • Directory (tenant) ID
  • Secret value
  • API permissions for CleanManager

Read more about the successful integration of Dynamics 365 Business Central with CleanManager: 

 

 

 

Part 1:  This is how you find your Client ID and Tenant ID in Azure

This guide will explain the required steps to take in Azure, to be able to set up an integration between Dynamics 365 Business Central and CleanManager.

Things you need for this part:

  • Admin access to Azure
  • Admin access to Dynamics 365 Business Central
  • Admin access to CleanManager
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Login to Azure and click on App Registrations.

If App Registrations is not located on your front page, you can search for it in the search bar. 

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Click thereafter on + New registration

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Put in CleanManager under Name

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Under Supported account types, click on Accounts in any organizational directory or Accounts in any organizational directory and personal Microsoft accounts. Click thereafter on Save.
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At Overview copy the Application (client) ID
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Insert the Application (client) ID into CleanManager > Settings > Integrationes > Business Central > Client-ID

The Application (client) ID will later be used in Dynamics 365 Business Central as well

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Return to the Overview and copy the Directory (tenant) ID

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Insert the Directory (tenant) ID into CleanManager > Settings > Integrations > Business Central > Tenant Id
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Part 1.1: This is how you find your Client Secret in Azure

Having completed the before mentioned steps in Part 1, you can now look for your Client Secret in Azure.

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Click on Certificates & Secrets (or search for it)

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Click on + New Client Secret. At Description write CleanManager Secret. 

We recommend that you set Expires to 730 days (24 months) so as to assure, that the Client Secret will be valid as long as possible.

Afterwards, click on Add.

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Copy the Value

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Insert the value under Client Secret

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We recommend: Write down the date, for when the Client Secret expires, in the box Expiration (optional), so that you are always aware, when a new Client Secret has to be created.

When the Client Secret expires, you will have to repeat the steps from part 1.1 again.

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1.2 This is how you grant a permission to Dynamics 365 Business Central in Azure.

To be able to successfully set up an integration between CleanManager and Dynamics 365 Business Central, it is important to grant a permission for this in Azure. 

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Click on API permissions and afterwards on + Add a permission

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Choose Dynamics 365 Business Central

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Afterwards, click on Application permissions

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Check off the boxes app_access, API.ReadWrite.All and Atumation.ReadWriteAll and click on  Add permissions

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Click on + Add a permission once more, at API permissions
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Choose Dynamics 365 Business Central
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Afterwards, click on Delegated permissions

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Check of the boxes user_impersonation and Finalcials.ReadWrite.All and click on Add permissions 
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1.3 Part: This is how you complete the setup in Azure

 

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Click on ✔Grant admin consent

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Make sure to check that there is a green check mark, by all the permissions

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Continue to the second part of the integration for Dynamics 365 Business Central - PART 2: Business Central

Read about how to set up the integration in Business Central: Integration setup for Dynamics 365 Business Central - Part 2: 365 Dynamics Business Central