Synchronizing Data in Business Central with Microsoft Dataverse
Effective November 2020:
When you integrate Dataverse with Business Central, you can decide whether to synchronize data in selected fields of Business Central (such as customers, contacts, and sales people) with equivalent rows in Dataverse (such as accounts, contacts, and users). Depending on the type of row, you can synchronize data from Dataverse to Business Central, or vice versa. For more information, see Integrating with Dynamics 365 Sales.
Synchronization uses the following elements:
- Integration table mappings
- Integration field mappings
- Synchronization rules
- Coupled records
When synchronization is set up you can couple Business Central records to Dataverse rows to synchronize their data. You can start a synchronization manually, or based on a schedule. The following table provides an overview of the ways you can synchronize.
|Manual synchronization||Synchronize on a row-by-row basis.
You can synchronize individual records in Business Central, such as a customer, with a corresponding Dataverse row, such as an account. This is typically how users will work with Dataverse data in Business Central.
|Couple and Synchronize Records Manually|
|Synchronize on a table mapping basis.
You can synchronize all records in a Business Central table with an table Dataverse table.
|Synchronize Individual Table Mappings|
|Synchronize all modified records for all table mappings.
You can synchronize all of the records that have been modified in Business Central tables since the last synchronization.
|Synchronizing All Modified Records|
|Full synchronization of all data for all table mappings.
You can synchronize all of the data in Business Central and Dataverse tables that are mapped, and create new records or rows in the destination solution for uncoupled records in the source solution.
Full synchronization synchronizes all data and ignores coupling. Typically, you do a full synchronization when you set up the integration and only one of solutions contains data. A full synchronization can also be useful in a demonstration environment.
|Run a Full Synchronization|
|Scheduled synchronization||Synchronize all changes to data for all table mappings.
You can synchronize Business Central with Dataverse on scheduled intervals by setting up jobs in the job queue.
|Schedule a Synchronization|
Standard Table Mapping for Synchronization
Tables in Dataverse, such as accounts, are integrated with equivalent types of tables in Business Central, such as customers. To work with Dataverse data you set up links, called couplings, between tables in Business Central and Dataverse.
The following table lists the standard mapping between tables in Business Central and Dataverse.
You can reset configuration changes made to integration table and field mappings to their default settings by selecting the mappings, and then choosing Use Default Synchronization Setup.
|Business Central||Dataverse||Synchronization Direction||Default Filter|
|Salesperson/Purchaser||User||Dataverse -> Business Central||Dataverse contact filter: Status is No, User Licensed is Yes, Integration user mode is No|
|Customer||Account||Business Central -> Dataverse and Dataverse -> Business Central||Dataverse account filter: Relationship Type is Customer and Status is Active. Business Central filter: Blocked is blank (Customer is not blocked).|
|Vendor||Account||Business Central -> Dataverse and Dataverse -> Business Central||Dataverse account filter: Relationship Type is Vendor and Status is Active. Business Central filter: Blocked is blank (Vendor is not blocked).|
|Contact||Contact||Business Central -> Dataverse and Dataverse -> Business Central||Business Central contact filter: Type is Person and the contact is assigned to a company. Dataverse contact filter: The contact is assigned to a company and the parent customer type is Account|
|Currency||Transaction Currency||Business Central -> Dataverse|
The Dataverse actions will not be available on pages, for example, the Customer Card page, for records that do not respect the table filter on the integration table mapping.
Tip for Admins: Viewing Table Mappings
You can view the mapping between the tables in Dataverse and Business Central on the Integration Table Mappings page, where you can also apply filters. You define the mapping between the fields in Business Central tables and the columns in Dataverse tables on the Integration Field Mapping page, where you can add additional mapping logic. For example, this can be useful if you need to troubleshoot synchronization.