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Prerequisites for DYCE API Connector for Dataverse

Caution

The standard Microsoft Dataverse Connection must not be enabled when using DYCE API Connector for Dataverse. Enabling both can lead to duplicate data and synchronization conflicts.

Before installing DYCE API Connector for Dataverse, the following requirements must be in place:

  • Administrative access to the Microsoft Entra ID (formerly Azure AD)
  • An active Azure Subscription
  • Administrative privileges in Business Central
  • Access to the Dataverse/Dynamics 365 Sales environment
  • Coordination with wysa for SalesCentral and DataBridge deployment

The setup process involves three main components:

  1. DYCE API Connector for Dataverse - The AppSource app providing API pages in Business Central
  2. SalesCentral - wysa's sales solution for process alignment
  3. DataBridge - Azure-hosted mapping and synchronization engine

The setup of SalesCentral and DataBridge is described in DataBridge and SalesCentral.

App Registration in Microsoft Entra ID​

To enable secure communication between Business Central and Dataverse, two app registrations must be created in Microsoft Entra ID.

Business Central App Registration​

  1. Navigate to Azure Portal > Microsoft Entra ID > App registrations
  2. Click New registration to create a new app registration
  3. Configure the following API permissions:
    • Business Central API.ReadWrite.All (requires admin consent)
    • Business Central Automation.ReadWrite.All (requires admin consent)
    • User.Read (delegated permission)
  4. An administrator must grant consent for the Business Central permissions
  5. Note the Application (client) ID for use in Business Central setup

Dataverse/Sales App Registration​

  1. Create a second app registration following the same process as above
  2. Configure the following API permission:
    • User.Read (delegated permission)
  3. Note the Application (client) ID for use in SalesCentral setup

To generate a client secret for either of the app registrations:

  1. Navigate to Azure Portal > Microsoft Entra ID > App registrations.
  2. Select the app registration for which a secret is to be created.
  3. Go to Certificates & secrets > Client secrets.
  4. Click New client secret.
  5. Add a description and choose an expiration time, then click Add.
  6. Copy the Value of the secret immediately. It is only shown this one time. Store it securely, as it is needed for configuring the connection between Business Central and Dataverse/SalesCentral.