# Connecting SailPoint and Microsoft Dynamics 365 Business Central Online To connect SailPoint with Microsoft Dynamics 365 Business Central Online, perform the following tasks: ## Adding the Source in SailPoint To connect to SailPoint, perform the following steps. Once the connection is made, you can configure it to meet your company's needs. > [!IMPORTANT] > > By default, the provisioning feature is **disabled**, and the connector only supports read-only operations. To support provisioning operations, you must manually enable the feature in the source configuration. **To configure a new source:** 1. Sign in to SailPoint. 2. Go to **Admin \> Connections \> Sources**. 3. Select **Create New**. 4. Search for the connector by entering the name in the search box, and then select **Configure**. 5. In the **Source Name** field, enter a unique and descriptive name for your source. Source names cannot exceed 128 characters. 6. In the **Description** field, provide additional details about the source to help distinguish it from similar sources. This field allows a maximum of 2,000 characters. 7. In the **Source Owner** field, begin typing the name of an owner. Matches appear after you type two or more letters. For more information, refer to [Assigning a Source Owner](). 8. Under **Connection Type**, select **Direct Connection** or **Flat File**. - **Direct Connection** - A direct connection fetches data from the **Virtual Appliance Cluster** you choose as the application connector for the source. A direct connection configuration allows for real-time updates. For more information about configuring and deploying virtual appliances, refer to the [Virtual Appliance Reference Guide](). - **Flat File** - Select the flat file if no connector is available, or if another system restricts the connection. This option allows only reading and aggregating data as a generic/delimited application. Provisioning activity is unsupported, and additional configuration pages like connection settings and aggregation settings are unavailable. 9. If you selected **Direct Connection**, in **Virtual Appliance Cluster**, select the virtual appliance cluster that will be used as the application connector for the source. 10. (Optional) Select a governance group to grant its members [source]() or [role]() sub-admin level oversight of the source and its access. For more information, refer to [Creating and Managing Governance Groups](). 11. If this source represents a primary system containing your organization's personnel records, select the **Authoritative Source** checkbox. For more information, refer to [Creating Identity Profiles](). 12. Select **Continue**. The source is created, and you are navigated to the **Source Setup \> Base Configuration** page. Continue to configure your connected source there. ## Base Configuration Provide the base configuration parameters. Information you entered in the Create New Source dialog is automatically entered into the fields in the Base Configuration page. You can edit this information if necessary. 1. Enter a unique name and description for the source. 2. In the **Source Owner** dropdown list, select the identity that owns this source. - To find a source owner, begin entering their name. 3. In the **Virtual Appliance Cluster** dropdown list, select the virtual appliance to use when communicating with your organization's systems. For more information, refer to [SailPoint Virtual Appliances](). 4. (Optional) If enabled for your organization, select the **Use a Credential Provider** checkbox to manage the source's authentication using a credential provider. > **Note** > > To add a credential provider, go to **Admin \> Connections \> Credential Providers**. For more information about credential providers, refer to [Credential Providers](). 5. Configure the authentication to allow SailPoint to connect to the source. Refer to [Connection Settings](<#connection-settings>) for more information. 6. (Optional) In the **Governance Group for Source Management** dropdown list, select a governance group to associate with this source. For more information about governance groups, refer to [Associating Governance Groups with a Source](). 7. (Optional) Choose whether to enable or disable provisioning for the source. Provisioning is disabled by default. - **Enable Provisioning** - Set the toggle to **Enabled** to allow the source to create, update, and deactivate accounts in the connected source system. - **Disable Provisioning** - Set the toggle to **Disabled** to disable provisioning for the source. Disabling provisioning will prevent the creation, updating, or deactivating of accounts on this source. 8. Select **Save**. > [!NOTE] > > **Screenshot** > > [![Base Configuration settings for Microsoft Dynamics 365 Business Central Online]()]() ## Connection Settings This section contains the information that the source uses to authenticate with the Dynamics 365 Business Central Online managed system. After you select **Connection Settings** the following UI page is displayed. > [!NOTE] > > **Screenshot** > > [![Connection Settings for Client Credentials grant type]()]() 1. In the **Environmental URL** field enter the Business Central environment URL as displayed in Business Central admin center. The URL format is `https://businesscentral.dynamics.com//`. For more information on obtaining the Environment URL, refer to [Obtaining the Environment URL](<#obtaining-the-environment-url>). 2. In the **Grant Type** dropdown list, choose one of the following OAuth 2.0 grant type supported by the Dynamics 365 Business Central managed system: - Client Credentials - JWT Certificate Credentials - Refresh Token/ Auth Code 3. In the **Client ID** field, enter the Azure Active Directory application Client ID for OAuth 2.0 authentication. 4. In the **Page Size** field, enter the number of objects to fetch in a single page when iterating over large data sets. The range of the Page Size value is 1 to 999. By default, the page size value is 500. 5. Select **Save**. ### Obtaining the Environment URL 1. Sign in to [Dynamics Business Center](). 2. Go to **Setting \> Admin Center \> Environments**. 3. Select the name of the Environment. 4. Copy the URL to use. ### Client Credentials Grant Type If you select **Client Credentials** as a Grant Type, *in addition* to the fields mentioned before, in the **Client Secret** field enter the Azure Active Directory application Client Secret for OAuth 2.0 authentication. ### JWT Certificate Credentials Grant Type > [!NOTE] > > **Screenshot** > > [![Connection Settings for JWT Certificate Credentials grant type]()]() > > [![JWT Certificate Credentials connection fields]()]() If you select **JWT Certificate Credentials** as a Grant Type, *in addition* to the fields mentioned before: 1. In the **Certificate** field, enter the content of the certificate file that is uploaded on the Microsoft Entra ID application. 2. In the **Private Key** field, enter text of the private key used for signing the JWT assertion. 3. In the **Private Key Password** field, enter the password for decrypting the private key. 4. Select **Save**. ### Refresh Token/ Auth Code Grant If you select **Refresh Token / Auth Code** as a Grant Type, *in addition* to the fields mentioned before: > [!NOTE] > > **Screenshot** > > [![Connection Settings for Refresh Token grant type]()]() 1. In the **Client Secret** field, enter the Azure Active Directory application Client Secret for OAuth 2.0 authentication. 2. In the **Refresh Token** field, enter a valid refresh token. ## Review and Test Perform a test to confirm the connection to SailPoint. 1. Go to **Review and Test**. 2. Confirm that the entries in each field are correct. If you note any mistakes, return to the section and make corrections. 3. Select **Test Connection**. ## SailPoint Application Onboarding SailPoint application onboarding enables you to easily onboard new applications and create sources following the successful onboarding of a discovery source. To use this feature, continue to **Discovered Applications** in the SailPoint user interface. For more information, refer to [Application Onboarding]() in the SailPoint SaaS documentation.