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Microsoft

Integrate Dynamics 365 Business Central with Microsoft Dataverse

Microsoft via Microsoft Learn

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Overview

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

    In this module, you'll:

    • Learn basic information about Dataverse.
    • Learn how to create an environment
    • Learn how you can extend Dataverse.
    • Make a difference in standard and custom tables.
    • Learn about publishers.
    • Identify the basic set of standard fields in Dataverse.
    • Complete the connection-assisted setup.
  • Module 2: Learn about data ownership models in Dataverse for Dynamics 365 Business Central.

    In this module, you'll:

    • Learn about the ownership model in Dataverse.
    • Create a business unit.
    • Change business unit ownership.
    • Learn about individual user ownership.
    • Learn how security roles work.
    • Learn how to implement security roles.
  • Module 3: Learn about user setup for integrating and connecting Dynamics 365 Business Central with Dataverse.

    In this module, you'll:

    • Create and set up users in Dataverse.
    • Create and assign security roles.
  • Module 4: Learn how to sync data between Dynamics 365 Business Central and Dataverse.

    In this module, you'll:

    • Set up table mapping in Dataverse from Business Central.
    • Learn about table mapping.
    • Filter data in table mapping.
  • Module 5: Learn how to use Power Automate flows and implement them in Dynamics 365 Business Central.

    In this module, you'll:

    • Choose and set up the flow template.
    • Implement the template.
    • Choose and set up a trigger.
    • Create an action.
    • Create a condition.
    • Make Power Automate run the flow.
    • Create a notification automatization.
    • Create an automatization by using data from Business Central.
  • Module 6: Learn how to map tables for integration between Dynamics 365 Business Central and Dataverse.

    In this module, you'll:

    • Use synchronization rules.
    • Set up strategies to automatically resolve conflicts.
    • Handle differences in field values.
    • Handle missing option values in mapping.
    • Make synchronization possible.
    • Create new records during synchronization.
    • Use configuration templates.
  • Module 7: Learn how to couple and sync records between Dataverse and Dynamics 365 Business Central.

    In this module, you'll:

    • Learn how to couple records.
    • Discover coupling criteria.
    • Learn how to choose a record for synchronization.
    • Learn how to sync a single record.
    • Perform match-base coupling.
    • Discover how match-based coupling works.
    • Learn how to perform multi-record synchronization.
    • Discover which tables are available for multi-record0 synchronization.
    • Learn about uncoupling.
    • Learn how to uncouple records.
  • Module 8: This module explains how you can start a full synchronization of Dynamics 365 Business Central and Dataverse.

    In this module, you'll:

    • Run a full synchronization.
    • Check if data is synced.
    • Learn how to sync modified records.
    • Sync individual tables.
    • Map an individual table.
  • Module 9: Learn how the default sync job queue works for scheduled synchronization.

    In this module, you'll:

    • Set up synchronization job queue entries.
    • Learn about the synchronization process.
    • View synchronization job logs.
    • Learn about how to sync job logs from a table mapping.
    • Learn about error logs.
  • Module 10: Learn how to view the status of synchronization jobs with Dataverse and Dynamics 365 Business Central.

    In this module, you'll:

    • Check logs and learn about the error.
    • Start the synchronization process again.
    • Remove coupling.
  • Module 11: Learn how to customize your integration of Dynamics 365 Business Central and Dataverse.

    In this module, you'll:

    • Discover which prerequisites are needed to extend data synchronization.
    • Create an integration table, page, and list.
    • Enable coupling for a custom table.
    • Create an action for managing coupling and synchronization.
    • Perform uncoupling of custom integration.
    • Create an extension.
  • Module 12: Learn how to investigate errors and get synchronization operational again with Dataverse and Dynamics 365 Business Central.

    In this module, you'll:

    • Check permissions.
    • Verify bad coupling.
    • Check if the source or destination contains bad links.

Syllabus

  • Module 1: Module 1: Introduction to integrating Dataverse with Dynamics 365 Business Central
    • Introduction
    • Create an environment
    • Start with Dataverse
    • Extend Dataverse
    • Base Integration Solution
    • Exercise
    • Check your knowledge
    • Summary
  • Module 2: Module 2: Set data ownership models in Dataverse for Dynamics 365 Business Central
    • Introduction
    • Team ownership
    • Create a business unit
    • Security roles
    • Exercise - Create a new business unit
    • Check your knowledge
    • Summary
  • Module 3: Module 3: Set up users for integrating and connecting Dynamics 365 Business Central with Dataverse
    • Introduction
    • Create a user in Dataverse
    • Assign security roles
    • Exercise - Assign the system administrator role
    • Check your knowledge
    • Summary
  • Module 4: Module 4: Sync data between Dynamics 365 Business Central and Dataverse
    • Introduction
    • Sync tables between Business Central and Dataverse
    • Table mapping details
    • Filter data
    • Check your knowledge
    • Summary
  • Module 5: Module 5: Use flows for alerts to Dataverse entity changes in Dynamics 365 Business Central
    • Introduction
    • Choose a template
    • Set up the template
    • Create a condition
    • Create a notification action on record change in Business Central
    • Start an action
    • Exercise - Use a flow for alerts to Dataverse entity changes
    • Check your knowledge
    • Summary
  • Module 6: Module 6: Map tables and fields to sync Dataverse to Dynamics 365 Business Central
    • Introduction
    • Add extra mappings
    • Set rules
    • Set up field mapping
    • Set up missing fields
    • Set up coupling
    • Filter rows
    • Create new records
    • Set up templates on table mappings
    • Check your knowledge
    • Summary
  • Module 7: Module 7: Couple and sync records between Dataverse and Dynamics 365 Business Central
    • Introduction
    • Criteria for coupling
    • Create synchronization of one record
    • Use match-based coupling to couple records
    • Perform multi-record synchronization on the Contact table
    • Uncouple records
    • Exercise - Enable data synchronization
    • Check your knowledge
    • Summary
  • Module 8: Module 8: Sync table mappings manually with Dataverse and Dynamics 365 Business Central
    • Introduction
    • Start a full synchronization
    • Create a synchronization for modified records
    • Sync individual tables
    • Check your knowledge
    • Summary
  • Module 9: Module 9: Schedule a synchronization between Dynamics 365 Business Central and Dataverse
    • Introduction
    • Set up the synchronization process
    • Check synchronization job and error logs
    • Check job logs from a table mapping
    • Exercise - Set up a data synchronization
    • Check your knowledge
    • Summary
  • Module 10: Module 10: View the status of synchronization jobs with Dataverse and Dynamics 365 Business Central
    • Introduction
    • Check errors in logs
    • Sync records
    • Retry synchronization
    • Remove coupling between records
    • Exercise - Check errors in data synchronization
    • Check your knowledge
    • Summary
  • Module 11: Module 11: Customize a Dynamics 365 Business Central integration with Microsoft Dataverse
    • Introduction
    • Module prerequisites
    • Create an integration table in Business Central
    • Create a page for Dataverse data
    • Create a column on the list page
    • Enable coupling and synchronization
    • Uncouple
    • Create a table extension
    • Check your knowledge
    • Summary
  • Module 12: Module 12: Troubleshoot synchronization errors with Dataverse and Dynamics 365 Business Central
    • Introduction
    • Check permissions
    • Troubleshoot coupling
    • Check your knowledge
    • Summary

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