Integrating SailPoint with Microsoft Dynamics 365 Business Central Online

Microsoft Dynamics 365 Business Central Online is an ERP system offered by Microsoft. It includes sales, services, finance, and operations teams within a single cloud business management solution.

Connecting SailPoint to your Business Central allows you to manage identity and access management use cases related to reading and provisioning various Dynamics 365 Business Central Native IAM Objects as follows:

• Users: Business Central licensed users synchronized from Microsoft Entra ID.
• User Groups: Group object which is used to assign set of permission sets to set of users
• Permission Sets: It is a container of permissions. Permissions define granular access on the Business Central objects.

Supported Features

The Microsoft Dynamics 365 Business Central Online connector supports the following features:

• Account Management
• Account-Group Management

Account Management

The following table describes the supported operations on various objects for the Microsoft Dynamics 365 Business Central Online connector:

Entitlement Management

Privilege Classification

SailPoint Privilege Classification helps organizations systematically categorize and manage the privilege levels of entitlements within their sources. By classifying entitlements as high, medium, or low, administrators can better understand the potential risk and impact associated with specific access rights. This allows automatic assignment of privilege levels based on system recommendations, custom-defined criteria, or a same level across all entitlements.

For more information, refer to Managing Privilege Classification.

Prerequisites

• Configure at least one virtual appliance cluster and successfully test the connection. For more information, refer to the Virtual Appliance Reference Guide.

The Microsoft Dynamics 365 Business Central Online connector supports OAuth 2.0 authentication with the following grant types:

• Client Credentials
• JWT Certificate Credentials
• Refresh Token/ Auth Code

The following sections describe the configuration that must be performed for each grant type.

Registering an Application on Microsoft Entra ID

Perform the following:

1. User can use any of the following Entra Management Portal to perform the configuration:

   • Microsoft Azure
   • Microsoft Entra admin center

2. Select Entra ID in the left pane.

3. Select App registrations.
4. Select New registration.

5. On the Register an application page, in the Name field, enter the name of the application that you want to set up.

6. Set the Redirect URI to https://businesscentral.dynamics.com/OAuthLanding.htm.

7. Select Register. An Application is created. On the Application page the Application ID (Client ID) and Tenant ID are displayed.

8. On the left-hand panel, select Certificates & secrets. On the Certificates & secrets page, in the Client secrets section, select New client secret.
9. On the Add a client secret page, enter the Description to generate a secret, select the validity duration in the Expires list. Select Add.
10. Note the value of the client secret that you have just created.

Client Credentials

For the default Client Credentials grant type based authentication, following are the required configurations:

• Obtain Tenant ID, Client ID, Client Secret from Entra ID by registering the application (steps mentioned in Registering an Application on Microsoft Entra ID).

JWT Certificate Credentials

JWT Certificate Credentials supports Authentication based on JWT assertion prepared from Certificate and Private Key.

1. Obtain Client ID from Entra by registering the application (up to step 7 mentioned in Registering an Application on Microsoft Entra ID).

2. To create a Certificate (self-signed or CA signed) of type X.509, the Private Key must be encrypted with the RSA algorithm and registered at the Entra ID portal. Complete the following steps to register the certificate with the Microsoft identity platform:

   1. Sign in to the Entra Portal.
   2. Select the client application. In the Entra app registration for the client application, select Certificates & secrets.
   3. Select Upload certificate and select the certificate file to upload.
   4. Select Add.

   5. Obtain values for the following configurations:

      • Certificate: Obtain the text file of the same certificate which was uploaded on the Entra portal.
      • Private Key: Obtain the private key text file.
      • Private Key Password

Refresh Token

For refresh token, the delegated permissions on the Entra application are used (while Registering an Application on Microsoft Entra ID). For more information on assigning the appropriate permissions to the Business Central, refer to Required Permissions.

Perform the following to obtain the authorization code:

1. Obtain the authorization code using the following sample request URL:

   https://login.microsoftonline.com/<tenantname>.onmicrosoft.com/oauth2/v2.0/authorize?client_id=<client_id>&scope=offline_access https://api.businesscentral.dynamics.com/.default&response_type=code&redirect_uri=https://businesscentral.dynamics.com/OAuthLanding.htm&response_mode=query&state=<randomnumber>
   

   Note

   In the above URL, replace the values of <tenantname>, <client_id>, and <randomnumber>.

   Add the following parameter details:

   Parameter	Description
   client_id	Client ID of the registered application.
   response_type	For authorization code the value must be code.
   redirect_uri	The value of this must be a redirect URI to the URL that was configured while registering the application, that is, https://businesscentral.dynamics.com/OAuthLanding.htm
   response_mode	To get the code in string parameter on your redirect URI, it must be a query.
   scope	offline_access https://api.businesscentral.dynamics.com/.default
   state	This can be any number. The same value is returned along with the authorization code.

2. The response in the address bar would be displayed as follows:

   https://businesscentral.dynamics.com/OAuthLanding.htm?code=OAQABAAIAAAAm-06blBE1TpVMil8KPQ41U9..&state=1234566&session_state=9557b1f1-0fd8-4e12-a39f-213cfcd12153
   

   From the above response, copy the code present between code= and &state.

3. Obtain the Refresh Token as follows using the Auth code you copied:

   1. Execute the following POST:

      • Request URL: https://login.microsoftonline.com/<tenantname>/oauth2/v2.0/token
      • Content-Type: application/x-www-form-urlencoded

      • Request body:

        • client_id
        • client_secret
        • grant_type: As you intend to redeem the Auth Code it should be authorization_code
        • code: Authorization code obtained in previous steps
        • redirect_uri: The value of this must be a redirect URI to the URL that was configured while registering the application
        • scope: Enter offline_access https://api.businesscentral.dynamics.com/.default

   2. Copy Refresh Token from the response.

Creating an Application User on Business Central Online

Perform the following:

1. Open the Dynamics 365 Business Central portal.
2. In the Search field, search for Entra ID Application.
3. Select New.

4. Add the Client ID (created in Client Credentials/JWT Certificate Credentials depending on the Grant Type selected).

   Note

   Application ID is the Client ID of the Application registered in Entra.

5. Under User Groups and User Group permissions add permissions in Administrator permissions section and save the application.

Required Permissions

Assign the following permissions based on the operation to be performed:

• Read operations: The registered Entra ID application must have the Automation.ReadWrite.All permission on the Entra portal.
• The Entra ID application must be a member of D365 AUTOMATION and D365 SECURITY groups on Business Central Online.
• Write operations: In addition to permissions required for read operation, the Entra ID application or the delegated user of refresh token must be a member of SUPER permission set on Business Central Online.

Perform the following steps to assign the permissions:

1. The Client Credentials /JWT Certificate Credentials Grant Type requires the following permissions on the Entra ID application:

   1. Under API permissions select Add Permissions, and then select Dynamics 365 Business Central > Application Permissions > Automation.ReadWrite.All.
   2. After assigning permission select Grant admin consent for...
   3. Add the same application on Dynamics Business Central using the Entra ID Applications page. Assign D365 AUTOMATION and D365 SECURITY under the User Groups table, clear the value in Company Name column if present.
   4. To support all write operations, assign SUPER permission set under User Permissions table, and clear the value in Company Name column if present.
   5. After assigning the permissions select Grant Consent and enable the toggle.

2. The Refresh Token Grant Type requires the following permission on the Entra ID application:

   1. Under API permissions select Add Permissions > Dynamics 365 Business Central > Delegated permissions > user_impersonation.
   2. Business Central user under which access code and refresh token would be generated must be a member of D365 AUTOMATION and D365 Security group to support read operations and add assign SUPER permission set to support write operation.

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