MS Dynamics Integration with business central for procurement data

[adilalee200]

As an ITAM Manager, I need to integrate ServiceNow with Microsoft Dynamics 365 to collect procurement data (Assets, Contracts, Vendors, etc.), so that we have a synchronized Source of Record for all financial and asset lifecycle data.

3. Acceptance Criteria

• Verify successful connection between ServiceNow and MS Dynamics 365 API.

• Ensure correct data mapping from Dynamics entities to the appropriate ServiceNow ITAM tables (e.g., alm_asset, ast_contract).

• Validate field-level synchronization for key attributes like Purchase Date, Cost, Vendor details, and Warranty info.

• Confirm Data Refresh: Ensure the scheduled import runs correctly without duplication or data loss.

[Tanushree Maiti]

Hi @adilalee200 

You can check these.

https://marketplace.microsoft.com/en-us/product/saas/zigiwave.servicenow-dynamics-integration-zigiop...

https://www.servicenow.com/docs/r/xanadu/it-asset-management/saas-license-management/integrating-wit...

[SAMfluencer]

Hi @adilalee200 ,

If you're looking to sync procurement data from Dynamics 365 into ServiceNow as your ITAM source of record, here's the integration pattern you can test in your lower instance and see the result.

The flow has three layers:

Dynamics 365 feeds source entities - Assets, Contracts, Vendors, Purchase Orders, and Warranty Records into an Integration Layer built on IntegrationHub https://www.servicenow.com/docs/r/washingtondc/integrate-applications/integration-hub/integrationhub... (REST spoke over OData v4 https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/overview , OAuth 2.0 auth, with a Transform Map handling field coercion and dedup logic). That then lands data into the correct ServiceNow ITAM tables - alm_asset, ast_contract , core_company, proc_po  and warranty attributes back on alm_asset.

A scheduled import https://www.servicenow.com/docs/r/yokohama/integrate-applications/system-import-sets/t_ScheduleAData... runs the delta pull , with coerce rules preventing duplication on re-runs.

• OAuth handshake returning 200 from the Dynamics Web API (https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/authenticate-web-api)
• Transform Map coerce matching on serial number / PO number
• Field validation across Purchase Date, Cost, Vendor, and Warranty https://www.servicenow.com/docs/r/xanadu/it-asset-management/hardware-asset-management/ham-landing-p...
• Import Set log showing zero "error" or "ignored" rows post-run

If this helped - amazing, you're welcome, go click Helpful and Accept as Solution. If it didn't - well, at least you learned what not to do. Either way, we grow. 

Cheers, Abby

ITAM Principal Solution Architect

[adilalee200]

Can you tell me about connection how i build credential connection and how i get api id client id token url tenant id url etc how i do integration and get data according to my requuirement can you provide me proper documentation or youtube video

[SAMfluencer]

Check this : https://www.youtube.com/watch?v=-PaLA_Jl8Gw

If this helped - amazing, you're welcome, go click Helpful and Accept as Solution. If it didn't - well, at least you learned what not to do. Either way, we grow. 

Cheers, Abby

ITAM Principal Solution Architect