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Microsoft

Integrate Dynamics 365 Sales with Dynamics 365 Business Central using Dataverse

Microsoft via Microsoft Learn

Overview

  • Module 1: Learn about integrating Dynamics 365 Sales with Dynamics 365 Business Central.

    In this module, you'll:

    • Discuss set up permissions and security roles for user accounts in Dynamics 365 Sales.
    • Set up connection settings in the setup guide.
    • Verify settings on the Dynamics 365 Connection Setup page.
    • Implement standard sales entity mapping.
    • Use the Assisted setup feature.
    • Learn about selecting synchronization tables.
  • Module 2: Learn how to handle coupling during integration of Dynamics 365 Sales and Dynamics 365 Business Central.

    In this module, you'll:

    • Identify coupling tables.
    • Determine on which field to set up coupling.
    • Run a full synchronization.
    • Handle products.
  • Module 3: Learn about and set up bidirectional synchronization.

    In this module, you'll:

    • Learn about bidirectional synchronization.
    • Identify tables that have been bidirectionally synchronized.

Syllabus

  • Module 1: Module 1: Introduction to integrating Dynamics 365 Sales with Dynamics 365 Business Central
    • Introduction
    • Use the integration wizard
    • Identify new tables to sync
    • Verify setup and advanced settings
    • Exercise - Set up base data synchronization
    • Check your knowledge
    • Summary
  • Module 2: Module 2: Use Dynamics 365 Sales from Dynamics 365 Business Central
    • Introduction
    • Identify needed table mappings and coupling
    • Set up coupling criteria
    • Sync products
    • Run a full synchronization
    • Exercise - Integrate products
    • Check your knowledge
    • Summary
  • Module 3: Module 3: Sync sales orders from and to Dynamics 365 Business Central and Dynamics 365 Sales
    • Introduction
    • Enable bidirectional Sales integration
    • Create a sales process to check integration
    • Exercise
    • Check your knowledge
    • Summary

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