Before you can include external actions in your action flows, you must connect the action builder to the external system.

What's my plan?
All Suites Team, Growth, Professional, Enterprise, or Enterprise Plus
Support Team, Professional, or Enterprise

Summary: ◀▼

You can connect action flows to Microsoft Dynamics 365 Business Central to automate workflows involving customers, sales invoices, vendors, and purchase invoices. Use actions like lookup, search, create, and update for these records. Connecting requires OAuth 2.0 authentication with a service account having proper permissions. This integration helps manage external system data directly within your workflows, improving collaboration and data accuracy.

By connecting the action builder to external systems, such as Microsoft Dynamics 365 Business Central, admins can integrate Zendesk with external systems in automated workflows, improving collaboration and maintaining a seamless experience across multiple platforms.
Note: The steps associated with external systems in action flows are referred to collectively as external actions.
This article contains the following topics:
  • Connecting Microsoft Dynamics 365 Business Central to action builder
  • Using Microsoft Dynamics 365 Business Central actions in action flows

Connecting Microsoft Dynamics 365 Business Central to action builder

Before you can include external actions in your action flows, you must connect the action builder to the external system.

When connecting to external systems for use in action flows, the following best practices are recommended:
  • All external actions performed by an action flow are attributed to the user who connected the external system. Therefore, it's a best practice to use a dedicated service account rather than personal credentials when connecting to each external system.
  • All integrations request access to necessary scopes. However, it's important that you review and validate the scopes before authorizing the connection to the external system.
  • When managing credentials for API key-based tools, such as OpenAI, it's best to store keys in a secure vault or credential manager.
The Microsoft Dynamics 365 Business Central connection uses OAuth 2.0 authentication with the following required configuration:
  • Azure Tenant ID: Your Azure Active Directory Tenant ID in GUID format.

    You can find your Azure tenant ID under Azure Active Directory > Properties.

  • Company ID: Your Business Central company ID in GUID format.

    You can find your Company ID by navigating to your company settings or by examining the URL when logged in to Business Central.

  • Environment: Optional environment name (production or sandbox). Defaults to production if not specified.
Important: Ensure the service account has appropriate permissions in Business Central to perform the actions you intend to use in your workflows. The account should have read/write access to customers, sales invoices, vendors, and purchase invoices as needed.
To connect action builder to Microsoft Dynamics 365 Business Central
  1. In Admin Center, click Apps and integrations in the sidebar, then select Actions > Action flows.
  2. Create or edit an action flow.
  3. Open the step sidebar.
  4. Under External actions, click Microsoft Dynamics 365 Business Central.
  5. Click Connect.
  6. Follow Microsoft Dynamics 365 Business Central's prompts to authenticate and authorize the connection.
    Note: All external actions performed by an action flow are attributed to the user who connected the external system. Therefore, it is a best practice to use a dedicated service account rather than personal credentials when connecting to each external system.

After you've connected to the system, you'll see an indicator that it's connected and details about the instance you're connected to, as well as the actions available for Microsoft Dynamics 365 Business Central.

Using Microsoft Dynamics 365 Business Central actions in action flows

The following Microsoft Dynamics 365 Business Central actions are available:
  • Lookup customer
  • Search customers
  • Create customer
  • Update customer
  • Lookup sales invoice
  • Create sales invoice
  • Update sales invoice
  • Search sales invoices
  • Create vendor
  • Create purchase invoice

Looking up a customer

Use the Lookup customer action to retrieve a single customer by exact match on ID, number, email, or phone number.

This action has the following inputs and outputs:

  Variables
Inputs

Optional: Customer ID, Customer Number, Email, Phone Number
Output Customer details including ID, number, display name, type, email, phone, website, address fields, currency code, balance, overdue amount, total sales, blocked status, and last modified timestamp.

Searching for customers

Use the Search customers action to search for customers in Business Central with multiple filter criteria.

This action has the following inputs and outputs:

  Variables
Inputs Optional: Display Name, Customer Number, Email, Phone Number, City, Country
Output Array of customer objects containing ID, number, display name, type, email, phone, website, address fields, tax information, currency code, blocked status, balance, overdue amount, total sales, and last modified timestamp, plus total result count.

Creating a customer

Use the Create customer action to add a new customer record to Business Central.

This action has the following inputs and outputs:

  Variables
Inputs Required: Display Name

Optional: Customer Number, Email, Phone Number, Website, Address Line 1, Address Line 2, City, State, Country, Postal Code, Tax Liable, Currency Code
Output Customer details including ID, number, display name, type, email, phone, website, address fields, tax information, currency code, blocked status, balance, overdue amount, total sales, and last modified timestamp.

Updating a customer

Use the Update customer action to modify an existing customer record in Business Central.

This action has the following inputs and outputs:

  Variables
Inputs Required: Customer ID

Optional: Display Name, Email, Phone Number, Website, Address Line 1, Address Line 2, City, State, Country, Postal Code, Tax Liable, Currency Code
Output Updated customer details including ID, number, display name, type, email, phone, website, address fields, tax information, currency code, blocked status, balance, overdue amount, total sales, and last modified timestamp.

Looking up a sales invoice

Use the Lookup sales invoice action to retrieve a single sales invoice by exact match on ID, invoice number, customer number, or external document number.

This action has the following inputs and outputs:

  Variables
Inputs Optional: Sales Invoice ID, Invoice Number, Customer Number, External Document Number
Output Sales invoice details including ID, number, dates, customer information, billing and shipping details, currency, pricing, discount, tax amounts, totals, status, contact information, and array of line items with descriptions, quantities, prices, discounts, tax details, and amounts.

Creating a sales invoice

Use the Create sales invoice action to create a new sales invoice in Business Central.

This action has the following inputs and outputs:

  Variables
Inputs Optional: Customer ID, Customer Number, Invoice Date, Posting Date, Due Date, External Document Number, Customer PO Reference, Salesperson, Currency Code,Ship To Name, Ship To Address Line 1, Ship To Address Line 2, Ship To City, Ship To State, Ship To Country, Ship To Postal Code, Ship To Contact, Phone Number, Email, Line Item Type, Line Item Number, Line Description, Line Quantity, Line Unit Price, Line Discount Percent, Line Tax Code
Output Sales invoice details including ID, number, customer information, billing and shipping details, dates, references, salesperson, status, currency, pricing, discount, tax amounts, totals, remaining amount, contact information, and array of line items with full details.

Updating a sales invoice

Use the Update sales invoice action to modify an existing sales invoice in Business Central.

This action has the following inputs and outputs:

  Variables
Inputs

Required: Sales Invoice ID

Optional: Invoice Date, Posting Date, Due Date, External Document Number, Customer PO Reference, Salesperson, Currency Code,Ship To Name, Ship To Address Line 1, Ship To Address Line 2, Ship To City, Ship To State, Ship To Country, Ship To Postal Code, Ship To Contact, Phone Number, Email, Status, Add Line Item Type, Add Line Item Number, Add Line Description, Add Line Quantity, Add Line Unit Price, Add Line Discount Percent, Add Line Tax Code
Output Updated sales invoice details including ID, number, customer information, billing and shipping details, dates, references, salesperson, status, currency, pricing, discount, tax amounts, totals, remaining amount, contact information, and array of line items.

Searching for sales invoices

Use the Search sales invoices action to search for sales invoices in Business Central with filter criteria.

This action has the following inputs and outputs:

  Variables
Inputs Optional: Invoice Number, Customer Number, External Document Number, Status
Output Array of sales invoice objects containing ID, number, customer information, billing and shipping details, dates, references, salesperson, status, currency, pricing, discount, tax amounts, totals, remaining amount, contact information, and line items array, plus total result count.

Creating a vendor

Use the Create vendor action to add a new vendor or supplier record to Business Central.

This action has the following inputs and outputs:

  Variables
Inputs

Required: Display Name

Optional: Vendor Number, Email, Phone Number, Website, Address Line 1, Address Line 2, City, State, Country, Postal Code, Vendor Posting Group, Currency Code, IRS 1099 Code, Tax Registration Number, Payment Terms ID, Payment Method ID, Tax Liable, Blocked
Output Vendor details including ID, number, display name, email, phone, website, address fields, vendor posting group, currency code, IRS 1099 code, tax information, payment terms, payment method, blocked status, balance, and last modified timestamp.

Creating a purchase invoice

Use the Create purchase invoice action to create a new purchase invoice for recording supplier invoices and expenses.

This action has the following inputs and outputs:

  Variables
Inputs

Optional: Vendor ID, Vendor Number, Invoice Date, Due Date, Vendor Invoice Number, Currency Code, Prices Include Tax, Discount Amount
Output Purchase invoice details including ID, number, invoice date, due date, vendor information, vendor invoice number, total amounts excluding tax, total tax amount, total amount including tax, status, and last modified timestamp.
Powered by Zendesk