In today’s fast-paced business environment, seamless integration between different software applications is crucial for optimizing operations and enhancing productivity. Microsoft Dynamics 365 offers a suite of powerful business applications that integrate to provide a comprehensive solution for managing various aspects of your business.
Today, let’s delve into setting up the integration between Dynamics 365 Sales and Business Central.
Test Tenant Creation:
Dynamics 365 CE:
Business Central:
Choose Settings -> Assisted setup in Business Central to locate the Connect with other systems setting group.
You can find the Connect with other systems setting group.
Connecting to Dataverse
Dataverse acts as a central hub for data, enabling seamless data sharing across applications. Integrating Business Central with Dataverse ensures smooth data flow, providing better insights and improved productivity.
Integration with Business Central happens through Dataverse, and there are a lot of standard settings and tables that are provided by the integration.
So, you must set up a connection to Dataverse first. If you choose to set up a connection to Dynamics 365 Sales first, the message below will appear.
Set up a connection to Dataverse:
Choose Set up a connection to Dataverse on the Assisted Setup page, Choose Next, Choose I Accept
Sign in with an administrator user account and give consent to the application that will be used to connect to Dataverse.
Choose Sign in with administrator user.
After Sign in with administrator user turns green and bold, choose Next.
Choose an ownership model.
Team is recommended, Choose Next.
Choose Finish to complete the Setup.
Virtual Table Installation:
A Step-by-Step Guide:
Confirm user details and verify necessary information.
Select the appropriate environment for installation.
Choose I agree to the terms and Service.
Initiate the installation process and monitor progress.
Verify the status post-installation to ensure it shows as ‘installed’.
Now you can go to the Dataverse Connection Setup page to check your setup.
And choose Connection -> Test Connection to test the connection.
PS: Once the setup is complete, completed on the Assisted Setup will be selected.
And you can open Dataverse pages in Business Central now.
If the setting of Dataverse is not completed, the following message will be displayed when you open the Dataverse pages.
“TO PERFORM THIS ACTION, YOU MUST BE CONNECTED TO DATAVERS. YOU CAN SET UP THE CONNECTION TO DATAVERSE FROM THE ASSISTED SETUP PAGE.
For example,
Contacts – Dataverse:
Accounts – Dataverse:
You can make detailed settings on Customer Card, Vendor Card, Contact Card.
Set up a connection to Dynamics 365 Sales:
After completing the Dataverse integration setup, the Dynamics 365 Sales integration setup will be easier.
- Choose Set up a connection to Dynamics 365 Sales on the Assisted Setup page, Choose Next and to enable the connection choose Finish.
Now you can go to the Microsoft Dynamics 365 Connection Setup page to check your setup.
You can also check the mapping fields.
You can also add the new field by clicking on “New Field Mapping”, Choose Next and Finish.
To enable the field, choose Finish.
Here, you can see the field which we add “Email Address 2”
Now, In Business Central, Choose Integration Solutions on the Dataverse Connection Setup page.
Go to Integration, Select the Integration Solutions and click on it.
You can see two solutions.
The Job Queue Entries will also be automatically created.
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