Configuring Microsoft Dynamics 365 Business Central Integrations

Last updated: September 15, 2025

OAuth 2.0 Setup

Note

Your IT department will need to perform this step.

Create an app in Microsoft Azure

  1. Log in to Azure Portal

  2. Select App registrations

  3. Click + New registration

  1. Under API permissions click +Add a permission

  • Select Business Central

  • Check the following permissions

  • user_impersonation

  • offline_access

  • Financials.ReadWrite.All

  • Click Add permissions

  1. Under Certificates & secrets click + New client secret

  • Give your certificate a description and expiration date

  • Take note of the value (not the Secret ID) of the client secret.

  1. Returning to the Overview page, take note of Application (client) ID

Custom Properties Setup

🛑 Before You Enable the Integration

Before you enable the Microsoft Dynamics 365 Business Central integration in Cofactr, you will need Custom Properties configured within your Cofactr account for BC Vendor Number , Taxable, Payment Terms, and GL Account. Do not enable the integration until these custom properties are showing up here: https://platform.cofactr.com/properties/custom-properties

Enable the Integration(s)

Navigate to the Integrations App in Cofactr

Select the Microsoft Dynamics 365 Business Central integration

You will need to provide the Secret Value and Client ID from the previous step.

Leave the default value for Scopes unless you specifically need to modify them.

For Web API URL, enter your organization's Microsoft Business Central Web API URL. e.g. https://api.businesscentral.dynamics.com/v2.0/<TENANT_DOMAIN>/<ENVIRONMENT>