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Integrate Dynamics 365 Business Central Data into Automated Tasks with Microsoft Flow

Use the CData Cloud Hub to create a virtual SQL Server database for Dynamics 365 Business Central data and integrate live Dynamics 365 Business Central data into your Microsoft Flow tasks.

Microsoft Flow is an online workflow service that automates events (known as workflows) across the most common apps and services. When paired with the CData Cloud Hub, you get instant, cloud-to-cloud access to Dynamics 365 Business Central data for visualizations, dashboards, and more. This article shows how to connect to the Cloud Hub from Microsoft Flow and integrate live Dynamics 365 Business Central data into your workflows and tasks.

The CData Cloud Hub 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 Microsoft Flow — without replicating the data. The CData Cloud Hub looks exactly like a SQL Server database to Microsoft Flow 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.

Create a Virtual SQL Database for Dynamics 365 Business Central Data

CData Cloud Hub uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Login to Cloud Hub and click Databases.
  2. Select "Dynamics 365 Business Central" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Dynamics 365 Business Central.

    To authenticate to Dynamics 365 Business Central, you must provide the User and AccessKey properties.

    To obtain the User and AccessKey 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 User and AccessKey connection string properties. Note that the User Name is not your email address. It is a shortened user name.

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

  4. Click Test Database.
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

Connecting to the CData Cloud Hub

To use the Cloud Hub to integrate Dynamics 365 Business Central data into your Flow tasks, you need a new SQL Server connection:

  1. Log in to Microsoft Flow
  2. Click Data -> Connections -> New connection
  3. Select SQL Server
  4. In the connection wizard:

    • Choose to connect directly
    • Set SQL server name to the address of your Cloud Hub instance (myinstance.cdatacloud.net)
    • Set SQL database name to the name of the virtual Dynamics 365 Business Central database you created earlier (like d365businesscentraldb)
    • Set the Username and Password and click Create

Integrating Dynamics 365 Business Central Data into MS Flow Tasks

With the connection to the Cloud Hub configured, you are ready to integrate live Dynamics 365 Business Central data into your Microsoft Flow tasks.

  1. Log in to Microsoft Flow
  2. Click My flows -> New and choose to create the flow from blank or template
  3. Add (or configure) a SQL Server action (like Get rows) and configure the action to connect to your Cloud Hub connection
  4. Select a Table to work with (from the drop-down menu) and configure any advanced options (like filters, orders, etc)
  5. Configure any actions to follow and test, then save the flow

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 Flow tasks. You can create more connections and workflows to drive business — all without replicating Dynamics 365 Business Central data.

To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, see the CData Cloud Hub.