Dynamics 365

Overview

The Dynamics 365 Business Central integration enables you to connect Bumblebee with Microsoft's cloud-based ERP solution. Automate financial processes, manage customers and vendors, and streamline business operations directly from your Bumblebee workflows.

Prerequisites & Setup

Before setting up the Dynamics 365 Business Central integration, you need:

• A Microsoft 365 tenant with Dynamics 365 Business Central
• An Azure AD (Microsoft Entra) application registered as a single-tenant app
• The application must use the redirect URI: https://businesscentral.dynamics.com/OAuthLanding.htm
• Application (client) credentials (client ID, client secret, and tenant ID)
• The application registered inside Business Central with appropriate permissions

Phase 1: Register the Application in Microsoft Entra (Azure AD)

1. Sign in to the Azure Portal
2. Navigate to Microsoft Entra ID > App registrations
3. Click New registration
4. Configure the application:
   • Name: "BumblebeeDynamics365Integration"
   • Supported account types: Select Single tenant only
   • Redirect URI: Select "Web" and enter https://businesscentral.dynamics.com/OAuthLanding.htm
5. Click Register
6. Note the Application (client) ID and Directory (tenant) ID

Configure API Permissions

1. In your app registration, go to API permissions
2. Click Add a permission > Dynamics 365 Business Central > Application permissions
3. Select all available permissions:
   • API.ReadWrite.All — Full access to web services API
   • Automation.ReadWrite.All — Full access to automation
   • AdminCenter.ReadWrite.All — Full access to Admin Center API
   • app_access — Access according to the application's permissions in Business Central
4. Click Add permissions
5. Click Grant admin consent for your organization

Create a Client Secret

1. Go to Certificates & secrets
2. Click New client secret
3. Add a description: "Bumblebee Dynamics 365 Integration"
4. Select an expiration period (recommended: 24 months)
5. Click Add
6. Copy the Value immediately (shown only once — save it securely)

Phase 2: Add the Application User in Business Central

1. Log in to Business Central
2. Use the search icon (Alt+Q) and search for Microsoft Entra Applications
3. Click + New to create a new entry
4. Enter the Client ID from your Entra app registration
5. Set a Description (e.g., "BumblebeeDynamicsIntegration")
6. Set State to Enabled
7. Under User Permission Sets, add D365 FULL ACCESS
8. Click Grant Consent and accept the permissions dialog

Configure in Bumblebee

1. Go to the Integrations page in Bumblebee
2. Select Dynamics 365 Business Central
3. Enter your credentials:
   • App Client ID
   • App Client Secret
   • Tenant ID
4. Click Save to store the configuration

Available Tools

Companies

• list_companies - List all companies available in Dynamics 365 Business Central. Optional: max_records (int)
• get_company_information - Get company information (metadata and settings) for a given company in Dynamics 365 Business Central. Required: company_id (str)

Customers

• list_customers - List customers for a given company in Dynamics 365 Business Central. Required: company_id (str). Optional: max_records (int)
• get_customer - Get a specific customer by ID from Dynamics 365 Business Central. Required: company_id (str), customer_id (str)
• create_customer - Create a new customer in Dynamics 365 Business Central. Required: company_id (str), display_name (str). Optional: email, phone_number, type, tax_liable, currency_code, website
• update_customer - Update an existing customer in Dynamics 365 Business Central. Required: company_id (str), customer_id (str). Optional: display_name, email, phone_number, tax_liable, currency_code, website, blocked
• delete_customer - Delete a customer from Dynamics 365 Business Central. Required: company_id (str), customer_id (str)

Vendors

• list_vendors - List vendors (suppliers) for a given company in Dynamics 365 Business Central. Required: company_id (str). Optional: max_records (int)
• get_vendor - Get a specific vendor (supplier) by ID from Dynamics 365 Business Central. Required: company_id (str), vendor_id (str)
• create_vendor - Create a new vendor in Dynamics 365 Business Central. Required: company_id (str), display_name (str). Optional: email, phone_number, currency_code, website
• update_vendor - Update an existing vendor in Dynamics 365 Business Central. Required: company_id (str), vendor_id (str). Optional: display_name, email, phone_number, currency_code, website, blocked
• delete_vendor - Delete a vendor from Dynamics 365 Business Central. Required: company_id (str), vendor_id (str)

Items

• list_items - List items (products/services) for a given company in Dynamics 365 Business Central. Required: company_id (str). Optional: max_records (int)
• get_item - Get a specific item (product/service) by ID from Dynamics 365 Business Central. Required: company_id (str), item_id (str)
• create_item - Create a new item in Dynamics 365 Business Central. Required: company_id (str), display_name (str). Optional: type, unit_price, unit_cost
• update_item - Update an existing item in Dynamics 365 Business Central. Required: company_id (str), item_id (str). Optional: display_name, unit_price, unit_cost, blocked
• delete_item - Delete an item from Dynamics 365 Business Central. Required: company_id (str), item_id (str)

Sales Invoices

• list_sales_invoices - List sales invoices for a given company in Dynamics 365 Business Central. Required: company_id (str). Optional: max_records (int)
• get_sales_invoice - Get a specific sales invoice by ID from Dynamics 365 Business Central. Required: company_id (str), sales_invoice_id (str)
• create_sales_invoice - Create a new sales invoice in Dynamics 365 Business Central. Required: company_id (str), customer_id (str). Optional: invoice_date, due_date, currency_code
• update_sales_invoice - Update an existing sales invoice in Dynamics 365 Business Central. Required: company_id (str), sales_invoice_id (str). Optional: invoice_date, due_date, currency_code
• delete_sales_invoice - Delete a draft sales invoice from Dynamics 365 Business Central. Required: company_id (str), sales_invoice_id (str)

Sales Orders

• list_sales_orders - List sales orders for a given company in Dynamics 365 Business Central. Required: company_id (str). Optional: max_records (int)
• get_sales_order - Get a specific sales order by ID from Dynamics 365 Business Central. Required: company_id (str), sales_order_id (str)
• create_sales_order - Create a new sales order in Dynamics 365 Business Central. Required: company_id (str), customer_id (str). Optional: order_date, currency_code
• update_sales_order - Update an existing sales order in Dynamics 365 Business Central. Required: company_id (str), sales_order_id (str). Optional: order_date, currency_code
• delete_sales_order - Delete a sales order from Dynamics 365 Business Central. Required: company_id (str), sales_order_id (str)

Purchase Invoices

• list_purchase_invoices - List purchase invoices for a given company in Dynamics 365 Business Central. Required: company_id (str). Optional: max_records (int)
• get_purchase_invoice - Get a specific purchase invoice by ID from Dynamics 365 Business Central. Required: company_id (str), purchase_invoice_id (str)
• create_purchase_invoice - Create a new purchase invoice in Dynamics 365 Business Central. Required: company_id (str), vendor_id (str). Optional: invoice_date, due_date, vendor_invoice_number, currency_code
• update_purchase_invoice - Update an existing purchase invoice in Dynamics 365 Business Central. Required: company_id (str), purchase_invoice_id (str). Optional: invoice_date, due_date, vendor_invoice_number, currency_code
• delete_purchase_invoice - Delete a draft purchase invoice from Dynamics 365 Business Central. Required: company_id (str), purchase_invoice_id (str)

Employees

• list_employees - List employees for a given company in Dynamics 365 Business Central. Required: company_id (str). Optional: max_records (int)
• get_employee - Get a specific employee by ID from Dynamics 365 Business Central. Required: company_id (str), employee_id (str)
• create_employee - Create a new employee in Dynamics 365 Business Central. Required: company_id (str), given_name (str), surname (str). Optional: email, phone_number, job_title, employment_date
• update_employee - Update an existing employee in Dynamics 365 Business Central. Required: company_id (str), employee_id (str). Optional: given_name, surname, email, phone_number, job_title, status
• delete_employee - Delete an employee from Dynamics 365 Business Central. Required: company_id (str), employee_id (str)

Accounts (Read-only)

• list_accounts - List chart of accounts (GL accounts) for a given company in Dynamics 365 Business Central. Required: company_id (str). Optional: max_records (int)

General Ledger (Read-only)

• list_general_ledger_entries - List general ledger entries for a given company in Dynamics 365 Business Central. Required: company_id (str). Optional: max_records (int)