- 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.
Integrate Dynamics 365 Sales with Dynamics 365 Business Central using Dataverse
Overview
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
Tags
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