Microsoft 365 CreateCustomer

Microsoft 365 CreateCustomer

Certified

Create a Business Central customer

Creates a new customer record in Business Central under the specified company. Requires the Financials.ReadWrite.All API permission on the service principal.

yaml
type: io.kestra.plugin.microsoft365.dynamics365.businesscentral.CreateCustomer

Create a customer in Business Central

yaml
id: bc_create_customer
namespace: company.team

tasks:
  - id: create
    type: io.kestra.plugin.microsoft365.dynamics365.businesscentral.CreateCustomer
    tenantId: "{{ secret('AZURE_TENANT_ID') }}"
    clientId: "{{ secret('AZURE_CLIENT_ID') }}"
    clientSecret: "{{ secret('AZURE_CLIENT_SECRET') }}"
    environment: production
    companyId: "00000000-0000-0000-0000-000000000001"
    customer:
      displayName: "Acme Corp"
      email: "billing@acme.com"
      phoneNumber: "+1-555-0100"
Properties

Client ID

Client ID of the Azure service principal. If you don't have a service principal, refer to create a service principal with Azure CLI.

Company ID

GUID of the Business Central company.

Customer fields

Map of field names to values for the new customer record.

Business Central Environment Name

Name of the Business Central environment to target, e.g. production or sandbox. This is combined with the tenant ID to form the base URL: https://api.businesscentral.dynamics.com/v2.0/{tenantId}/{environment}/api/v2.0.

Tenant ID

Azure AD (Entra ID) tenant GUID used for authentication.

Business Central API endpoint

Override the Business Central API base URL. Useful for sovereign clouds (e.g. GovCloud, China). Defaults to https://api.businesscentral.dynamics.com when not set.

Client Secret

Service principal client secret. Use this for Client Secret authentication. Provide clientId, tenantId, and clientSecret. Either clientSecret OR pemCertificate must be provided, not both.

PEM Certificate

Alternative authentication method using certificate-based authentication. Use this for Client Certificate authentication. Provide clientId, tenantId, and pemCertificate. Either clientSecret OR pemCertificate must be provided, not both.

Reference (ref) of the pluginDefaults to apply to this task.

Customer record

Full customer record as returned by Business Central after creation.

Customer ID

GUID of the newly created customer.