Couple and Synchronize Records Manually

This topic describes how to couple one or more records in Business Central with records in Dynamics 365 for Sales. Coupling records lets you view Dynamics 365 for Sales information from Business Central, and vice versa. The coupling also enables you to synchronize data between the records. You can couple existing records, or create and couple new records.

Note

Coupling and synchronizing data with Dynamics 365 for Sales is available only if your system administrator has created a connection between Business Central and Dynamics 365 for Sales. A quick way to check is to open the Customer card and look for the Set Up Coupling action. If the action is available, the apps are connected.

To couple a record

  1. In Business Central, open the card for the record you want to couple. For example, the Customer or Contact card.

    You can also just open the list page and select the record that you want to couple.

  2. Choose the Set Up Coupling action.

  3. Fill in the fields, and then choose OK.

To synchronize a single record

  1. In Business Central, open the card for the record you want to couple. For example, the Customer or Contact card.
  2. Choose the Synchronize Now action.
  3. If a record can be synchronized either from Business Central to Dynamics 365 for Sales or from Dynamics 365 for Sales to Business Central, select the option that specifies the direction of data update, and then choose OK.

To synchronize multiple records

  1. In Business Central, open the list page for the record, such as the Customers or Contacts list pages.
  2. Select the records that you want to synchronize, and then choose the Synchronize Now action.
  3. If records can be synchronized either from Business Central to Dynamics 365 for Sales or from Dynamics 365 for Sales to Business Central, select the option that specifies the direction of data update, and then choose OK.

See Also

Using Dynamics 365 for Sales from Business Central