Set Up a Connection to Dynamics 365 Sales

This topic describes how to set up a connection between Business Central and Dynamics 365 Sales.

Before You Start

Before you create the connection, there are a few pieces of information to have ready:

  • A URL for your Dynamics 365 Sales app. A fast way to get the URL is to open Dynamics 365 Sales, copy the URL, and then paste it in the Dynamics 365 Sales URL field in Business Central. Business Central will correct the formatting for you.
  • A user name and password of a user account that is used only for the integration.
  • The user name and password of the account that has administrator permissions.

Note

These steps describe the procedure for the online version of Business Central.

Set Up, Test, and Enable a Connection to Dynamics 365 Sales

For all authentication types other than Office 365 authentication, you set up your connection to Dynamics 365 Sales on the Microsoft Dynamics 365 Sales Connection Setup page. For Office 365 authentication, you can also use the Set Up Dynamics 365 Sales Connection assisted setup guide, which will help you provide the required information.

To use an assisted setup guide

The Set Up Dynamics 365 Sales Connection assisted setup guide can help you set up the connection and specify whether to enable advanced features, such as coupling between records.

  1. Choose Setup and Extensions, and then choose Assisted Setup.
  2. Choose Set Up Dynamics 365 Sales Connection to start the assisted setup guide.
  3. Fill in the fields as necessary.
  4. Optionally, there are advanced settings that can enhance security and enable Dynamics 365 Sales additional capabilities, such as sales order processing and viewing inventory levels. The following table describes the advanced settings.
Field Description
Import Dynamics 365 Sales Solution Enable this to install and configure the integration solution in Dynamics 365 Sales. For more information, see About the Business Central Integration Solution.
Publish Item Availability Web Service Enable people who are using Dynamics 365 Sales to view the availability of items (products) in inventory in Business Central. This requires that the Business Central user account with a web services access key. Assigning the key is a two-step process. On the user account in Business Central you must choose the Change Web Service Key action. In the Set Up Dynamics 365 Sales Connection assisted setup guide, you must specify the Dynamics 365 Business Central OData web service URL, and provide Business Central user credentials for accessing the service. For more information, see OData Web Services.
Dynamics 365 Business Central OData Web Service URL If you enable the Item Availability Web Service, the URL for the OData Web service is provided for you.
Dynamics 365 Business Central OData Web Service Username The name of the Business Central user account that the Dynamics 365 Sales uses to retrieve information about item availability in Business Central through OData Web Service.
Dynamics 365 Business Central OData Web Service Accesskey The access key for the user account that the Dynamics 365 Sales uses to get information about item availability from Business Central through OData Web Service. The key is assigned to the user chosen in the Dynamics 365 Business Central OData Web Service Username field. To get the key, choose the Look up value button next to the user name, choose the user, choose Manage, and then Edit. On the user card, choose Actions, Authentication, and then choose Change Web Service Key.
Enable Sales Order Integration When people create sales orders in Dynamics 365 Sales and fullfill orders in Business Central, this integrates the process in Dynamics 365 Sales. For more information, see Enable sales order processing integration. This requires that you provide credentials for an administrator user account in Dynamics 365 Sales. For more information, see Handling Sales Order Data.
Enable Dynamics 365 for Sales Connection Enable the connection to Dynamics 365 Sales.
Dynamics 365 SDK Version This is relevant only if you are integrating with an on-premises version of Dynamics 365 Sales. This is the Dynamics 365 software development kit (also referred to as Xrm) you use to connect Business Central to Dynamics 365 Sales. The version must be compatible with the SDK version that is used by Dynamics 365 Sales, and equal to or newer than the version used by Dynamics 365 Sales.

Note

Set Up Dynamics 365 Sales Connection assisted setup guide automatically assigns Integration Administrator and Integration User security roles to the user account used for integration.

To create or maintain the connection manually

The following procedure describes how to fill in the fields on the Microsoft Dynamics 365 Sales Connection Setup page manually. This is also the page where you manage settings for the integration.

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Microsoft Dynamics 365 Connection Setup, and then choose the related link.
  2. Enter the following information for the connection from Business Central to Dynamics 365 Sales.
Field Description
Dynamics 365 Sales URL The URL for your instance of Dynamics 365 Sales. To get the URL, open Dynamics 365 Sales, copy the URL from the address bar in your browser, and then paste the URL in the field. Business Central will make sure that the format is correct.
User Name and Password The credentials of the user account that is dedicated for the integration. For more information, see Setting Up User Accounts for Integrating with Dynamics 365 Sales.
Enabled Start using the integration. If you do not enable the connection now, the connection settings will be saved but users will not be able to access Dynamics 365 Sales data from Business Central. You can return to this page and enable the connection later.
Dynamics 365 SDK Version If you are integrating with an on-premesis version of Dynamics 365 Sales, this is the Dynamics 365 software development kit (also referred to as Xrm) you use to connect Business Central to Dynamics 365 Sales. The version that you select must be compatible with the SDK version that is used by Dynamics 365 Sales. This version equal to or newer than the version used by Dynamics 365 Sales.

Note

If you are connecting an on-premeses version of Business Central to Dynamics 365 Sales and you want to configure a connection to a Dynamics 365 Sales instance with a specific authentication type, fill in the fields on the Authentication Type Details FastTab. For more information, see Use connection strings in XRM tooling to connect to Dynamics 365. This step is not required when connecting an online version of Business Central.

  1. Enter the following information for the connection from Dynamics 365 Sales to Business Central.
Field Description
Dynamics 365 Business Central Web Client URL The URL of your Business Central instance. This enables users in Dynamics 365 Sales to open corresponding records in Business Central from records in Dynamics 365 Sales, such as an account or product. The Business Central records open in Business Central. Set this field to the URL of the Business Central instance to use.

To reset the field to the default URL for the Business Central, choose Reset Web Client URL action.

This field is relevant only if the Business Central Integration Solution is installed in Dynamics 365 Sales.
Item Availability Web Service Enabled Enable people who are using Dynamics 365 Sales to view the availability of items (products) in inventory in Business Central. If you enable this, you must also provide a user name and an access key for the Dynamics 365 Sales to use to query OData Web Service for availablity of items (products). For more information, see OData Web Services.
Dynamics 365 Business Central OData Web Service URL If you enable the Item Availability Web Service, the URL for the OData Web service is provided for you.
Dynamics 365 Business Central OData Web Service Username The name of the user account that the Dynamics 365 Sales uses to get information about item availability from Business Central through OData Web service.
Dynamics 365 Business Central OData Web Service Accesskey The access key for the user account that the Dynamics 365 Sales uses to get information about item availability from Business Central through OData Web service. The key is assigned to the user chosen in the Dynamics 365 Business Central OData Web Service Username field. To get the key, choose the Look up value button next to the user name, choose the user, choose Manage, and then Edit. On the user card, choose Actions, Authentication, and then choose Change Web Service Key.
  1. Enter the following settings for Dynamics 365 Sales.
Field Description
Sales Order Integration is Enabled Enable users to submit sales orders and activated quotes in Dynamics 365 Sales and then view and process them in Business Central. This integrates the process in Dynamics 365 Sales. For more information, see Enable sales order processing integration.
Automatically Create Sales Orders Create a sales order in Business Central when a user creates and submits one in Dynamics 365 Sales.
Automatically Process Sales Quotes Process a sales quote in Business Central when a user creates and activates one in Dynamics 365 Sales.
  1. Enter the following advanced settings.
Field Description
Business Central Users Must Map to Dynamics 365 Sales Users Specify whether Business Central user accounts must have a matching user accounts in Dynamics 365 Sales. The Office 365 Authentication Email of the Business Central user must be the same as the Primary Email of the Dynamics 365 Sales user.

If you set the value to Yes, Business Central users who do not have a matching Dynamics 365 Sales user account will not have Business Central integration capabilities in the user interface. Access to Dynamics 365 Sales data directly from Business Central is done on behalf of the Dynamics 365 Sales user account.

If you set the value to No, all Business Central users will have Dynamics 365 Sales integration capabilities in the user interface. Access to Dynamics 365 Sales data is done on behalf of the Dynamics 365 Sales connection (integration) user.
Current Business Central User is Mapped to a Dynamics 365 Sales User Indicates whether your user account is mapped to an account in Dynamics 365 Sales
  1. To test the connection settings, choose Test Connection.

    Note

    If data encryption is not enabled in Business Central, you will be asked whether you want to enable it. To enable data encryption, choose Yes and provide the required information. Otherwise, choose No. You can enable data encryption later. For more information, see Encrypting Data in Dynamics 365 Business Central in Developer and IT-Pro help.

  2. If Dynamics 365 Sales synchronization is not already set up, you will be asked whether you want to use the default synchronization setup. Depending on whether you want to keep records aligned in Dynamics 365 Sales and Business Central, choose Yes or No.

Note

Connecting to Dynamics 365 Sales using the Microsoft Dynamics 365 Sales Connection Setup page may require that you assign the Integration Administrator and Integration User security roles to the account used for integration. For more information, see Assign a security role to a user.

Note

Connecting to Dynamics 365 Sales using Microsoft Dynamics 365 Sales Connection Setup page may require you to assign Integration Administrator and Integration User security roles to user account used for integration.

To disconnect from Dynamics 365 Sales

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Microsoft Dynamics 365 Sales Connection Setup, and then choose the related link.
  2. On the Microsoft Dynamics 365 Sales Connection Setup page, clear the Enabled check box.

See Also

View the Status of a Synchronization