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Dynamic BC Integration With Edward Jones Financial Advisor Service

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Posted on by Sahil Nabhoya

Hello Everyone,

I want to Integrate my Dynamics Business Central Portal with Edward Jones, Which is a Financial Advisor Service.

Can anyone help me to do it ? Or give me proper guidence.

Thanks

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Dynamics 365 Business Central

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Teagen Boll 635 on at

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Dynamic BC Integration With Edward Jones Financial Advisor Service

Hi Sahil, there are a few ways you can perform an integration.

Check to see if Edward Jones has a pre-built connector/application for Business Central.

If Edward Jones provides monthly statements and you are just bringing in simple data such as a monthly statement you can look at using bank statement imports using standard out of the box functionality. You will need to setup the import definition in BC.

If there isn't a prebuilt connector or you aren't importing statement level data you need to determine what data you are trying to syncrhonize and in which direction (BC to Edward Jones or Edward Jones to BC). Depending on the data you will most likely need to setup Web Services in BC to expose that data (see information here: Publish a Web Service - Business Central | Microsoft Learn) and then you will need to see what API information is available from Edward Jones. Then the most common tool to create an integration is Power Automate. It's highly recommended to work with a developer and microsoft partner to help build this integration. These can range from simple to highly complex integrations depending on the tables included and the volume of data being integrated.

Hopefully this can give you a start on the next steps.

Teagen

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Gerardo Rentería Ga... 24,814 Most Valuable Professional on at

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Dynamic BC Integration With Edward Jones Financial Advisor Service

Hi

You need to identify the integration points of the software mentioned. Business Central exposes many APIs that allow interaction with it.

API (v2.0) for Dynamics 365 Business Central - Business Central | Microsoft Learn

Best

GR

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OussamaSabbouh 4,242 on at

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Dynamic BC Integration With Edward Jones Financial Advisor Service

Hello,

There is no standard BC integration for Edward Jones.

Edward Jones must provide an API or data feed, and then you need a custom-built connector (AL or Azure).

BC has no built-in way to connect to Edward Jones directly.

Regards,

Oussama Sabbouh

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YUN ZHU 95,075 Super User 2025 Season 2 on at

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Dynamic BC Integration With Edward Jones Financial Advisor Service

Because there is no standard connector, it can only be implemented through APIs.

Hope the following can give you some hints.

Dynamics 365 Business Central Blog Series: REST API web services (APIs)

https://yzhums.com/63801/

Thanks.

ZHU

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Aman Kakkar 2,089 on at

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Dynamic BC Integration With Edward Jones Financial Advisor Service

Hi,

I completely agree with other experts. There is no standard way for this integration.

If the integration needs to be done from YOUR end, you may need to ask them for their API end points for accessing there data.

If the integration needs to be done from THEIR end, then you need to expose your Business Central data via APIs and send the API endpoints to them.

If the integration has to be done on standard pages only, you may not require any help from developer side as Standard Business Central provides some APIs that can be checked from the Web Services List page. In case of custom APIs you may need some technical help.

Although, you will have to do the App Registration in the Azure Portal for your business central tenant to get the credentials for accessing the APIs using OAuth.

You can check this blog for registering your App - Dynamics 365 Business Central: How to use OAuth 2.0 in AL with SecretText (Using codeunit 501 OAuth2) | Dynamics 365 Lab

Do mark as verified if this helps.

Aman K

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Sahil Nabhoya 38 on at

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Dynamic BC Integration With Edward Jones Financial Advisor Service

Thank you to all the experts for taking the time to look into my concerns.
Your guidance has been very helpful and truly appreciated.

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Jainam M. Kothari 15,608 Super User 2025 Season 2 on at

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Dynamic BC Integration With Edward Jones Financial Advisor Service

May this can help : https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/integration-overview

https://learn.microsoft.com/en-us/dynamics365/business-central/admin-powerbi-setup

https://help.codat.io/integrations/dynamics-bc/connect-business-central

https://fintable.io/coverage/banks/United%20States/23221_edward-jones-us-clients-access

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