Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.

Introduction

Connect Dynamics 365 Business Central to Sana to manage your business data. Create and update customers, and retrieve sales orders directly from Sana.

In summary, the connector has the following key characteristics:

Category: Sales
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed

Capabilities

This connector is able to do the following:

Capability

Create customers

Update customers

List sales orders

Tools

While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Dynamics 365 Business Central. In practice, the agent may call one or more tools to achieve a single capability.

Tool

Create customer

Get sales order

List company id options

Update customer

Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.

Scope and permissions

This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:

Scope	Purpose
user.Read	Read basic information about the signed-in user in Azure AD
email	Access the signed-in user's primary email address
offline_access	Refresh tokens so the connector can access Business Central when you're not signed in
openid	Sign you in using OpenID Connect and identify your Azure AD account
profile	Read additional profile details (name, tenant info) for the signed-in user
financials.readwrite.all	Read and write financial data in Dynamics 365 Business Central, including customers and orders

Set up instructions

Prerequisites:

You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.

Step 1: Go to the connectors page in Sana

In Sana, click on your profile icon and name in the bottom left corner and select Connectors.

Step 2: Find Dynamics 365 Business Central in the list of available connectors

Scroll to the Available connectors section and locate Dynamics 365 Business Central.

Note: If you can't find a connector in this list, it means one of the following:

You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.

Step 3: Hover the connector card and click the connect button

Hover the Dynamics 365 Business Central card and click the Connect button.

Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.

Step 4: Initialize the Pipedream connection

When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.

Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.

Step 5: Sign in to Dynamics 365 Business Central and approve the requested scopes

You'll be redirected to Dynamics 365 Business Central to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.

Step 6: Complete the set up

You've successfully connected your Dynamics 365 Business Central account. Click Continue to complete the setup and start using the connector.