Connect Microsoft Business Central to Simply CRM

This guide shows you how to connect Microsoft Dynamics 365 Business Central with Simply CRM, so data can be synced and used in your CRM.

You will set up an app in Azure, give it the right permissions, and connect it to Simply CRM.

What you need before you start

Make sure you have:

• An active Microsoft Dynamics 365 Business Central account

• Access to Azure Active Directory (Microsoft Entra ID)

• A custom domain that is validated in Azure

• Admin access to your Microsoft tenant (to approve permissions)

Step 1: Validate your domain in Azure

Your domain must be validated before Microsoft allows API access.

• Go to Azure / Entra ID

• Add and validate your custom domain using DNS

• Confirm that:

  • The domain shows as verified

  • You can log in to the Microsoft 365 admin center with this domain

Step 2: Create an app in Azure

You need to create an application that Simply CRM can use to access Business Central.

• Go to Azure Portal → App registrations

• Create a new application

• Set a Web redirect URL to:

  • https://sai.simplyhq.com/bc365_auth.php

• After creating the app:

  • Copy the Tenant ID

  • Copy the Client ID

  • Create a Client Secret

  • Save the secret value (you will not be able to see it again)

Step 3: Add API permissions

Your app must have access to Business Central.

In your Azure app:

• Go to API permissions

• Add permissions for Dynamics 365 Business Central

• Make sure these permissions are added:

  • app_access (Application)

  • Automation.ReadWrite.All (Application)

  • user_impersonation (Delegated)

• Also add:

  • Microsoft Graph → User.Read (Delegated)

Then:

• Click Grant admin consent

• Confirm that the status shows as Granted

Step 4: Enter credentials in Simply CRM

In Simply CRM:

• Go to the Business Central integration settings

• Enter:

  • Tenant ID

  • Client ID

  • Client Secret value

• Click Log in to BusinessCentral365

You will be redirected to Microsoft to approve access.

Step 5: Confirm the connection

After you are redirected back to Simply CRM:

• The Business Central integration status should turn green

• If it is red, the connection failed

Troubleshooting (if it does not work)

If the connection fails, check:

• The domain is fully validated in Azure

• The Client Secret is correct and not expired

• Admin consent was granted for all permissions

• The redirect URL matches exactly

• You are logging in with a Microsoft admin user

Next steps

Once connected, you can start syncing data between Business Central and Simply CRM.

If you need help with what data is synced or how to use it in Simply CRM, see the related integration guides in the helpdesk.