Establishing a connection with BC

To establish a connection with a back-office system, you need to create a record in the connector setup in Dime.Scheduler and provide the following pieces of information:

• Identifier of the back-office system (the 'Source App')
• Turn on/off the connector
• URL
• Login and password
• Name (optional)
• Description (optional)

The connector setup page is located here (production environment) and here (sandbox environment).

Web service URL

Navigate to the 'Web Services' page in Business Central, locate the Dime.Scheduler Appointment Card page, and copy the SOAP URL value. The value will look like something like this: https://{yoururltobc}/WS/Page/Appointment. This value goes inside the 'Web Service URL' field in the connector entry.

Credentials

Microsoft Dynamics 365 Business Central on-premises

There are a few ways to authenticate to a BC instance:

• This guide walks you through the process of obtaining a web service access key.
• The traditional way is to use the user name and password of the service account that can access BC.

Dime.Scheduler supports two authentication protocols to establish a connection with BC:

• Basic authentication
• Windows (NTLM/Kerberos)

By default, Windows auth is used. To instruct Dime.Scheduler to use basic authentication, prepend basic= to the login field value.

Microsoft Dynamics 365 Business Central online

As of BC20, the OAuth2 authorization protocol must be used for SOAP and OData web services. To establish a connection with Dime.Scheduler, please follow the guidelines as instructed below. The official documentation provides additional information.

To enable service-to-service authentication, you'll have to do three things:

• Register an application in your Microsoft Entra ID tenant for authenticating API calls against Business Central.
• Grant access for that Microsoft Entra ID application in Business Central.
• Connector setup.

Create a Microsoft Entra ID application for authentication to Business Central

1. Sign in to the Azure portal.
2. Register an application for Business Central in Microsoft Entra ID tenant.
   • Specify a name. For example: "Dime.Scheduler for Business Central"
   • Select the supported account type
3. Add the following Application API permissions to the app:
   • Dynamics 365 Business Central: app_access
   • Dynamics 365 Business Central: API.ReadWrite.All
4. Grant admin consent to these permissions. When done, the permission set should look like this in the portal:

Set up the registered application in Business Central

After you create the application registration, the next task is to configure the Business Central tenant to use it. You'll need the following information about the application registration: application (client) ID, directory (tenant) ID and client secret.

1. In the top-right corner, choose the search icon, enter Microsoft Entra Applications, and then choose the related link.
2. Create a new application. In the modal window, provide the following information:
   • Paste the Microsoft Entra ID App Client ID in the Client ID field
   • Provide a description: "Dime.Scheduler"
3. In the User Groups section, add D365 Basic ISV to the relevant company.
4. In the User Permission Sets section, add the following permission sets:
   • D365 Basic ISV
   • Dime.Scheduler
   • Local
   • Optionally: any required permission set to access your custom objects

Setting up the connector

Back in the Microsoft Entra ID App, we need to create a client secret. Navigate to the 'Certificates & secrets' section of the app and click 'New client secret'. Fill out the details and copy the client secret:

The only remaining task is to create a connector in Dime.Scheduler for the BC SaaS/Online back office type.

• In the login field, use the Directory (tenant) ID.
• In the password field, take the following string and replace CLIENTID and CLIENTSECRET with the corresponding values from the app registration: client_id=CLIENTID&client_secret=CLIENTSECRET

Save the record and you have successfully set up the connector for Microsoft Dynamics 365 Business Central Online.

Source App

The source app must be the same as the value that's specified in the Dime.Scheduler FastTrack Wizard in Business Central. The source app identifies which back-office system resources, tasks and appointments belong to.

Send appointments

When disabled, Dime.Scheduler will not send the planned appointments back to Business Central for this connector.

Name and description

These are for informational purposes only, and might prove helpful in the diagnostic process.