Setup Dataverse Connectivity with Dynamics 365 Business Central - Part 1

Introduction:

Dataverse is a single platform where you can store all your data in the cloud and comes API and plugins to connect with the Tables stored.

Dataverse also acts as a Database for Dynamics 365  CRM (Sales, Marketing, Field Service  etc..), PowerApps and Power Platform.

https://docs.microsoft.com/en-us/power-apps/maker/data-platform/data-platform-intro

In this blog, I will be attempting to share my experience in connecting Business Central to Dataverse using the out of the box connector provided by Microsoft.

Pre-requisites:

• Microsoft Dynamics 365 Business Central
• Microsoft Dataverse
• Basic understanding of Dataverse and Business Central

Books & References:

• https://docs.microsoft.com/en-us/dynamics365/business-central/admin-how-to-set-up-a-dynamics-crm-connection

Demonstration:

1. Start the Setup Wizard by going to Assisted Setup:
You can search for Assisted Setup > Setup Connection to Dataverse

This will open the Dataverse connection setup wizard. Go ahead and hit Next to proceed.

2. Select the relevant Dataverse environments:

The setup wizard will show you the list of environments available, if you are doing this setup the first time, you won't be seeing the list of environments.

You can add a new Environment by inserting the D365 CRM URL in the textbox.

3. Authenticate as Administrator:

In order to setup the connection successfully, you need to authentication Business Central user to connect to Dataverse using Administrator credentials.

After authenticating with the administration credentials, the Dataverse login screen can be closed and you will see that the User is signed in.

4. Setup the Dataverse Ownership Model:

In Dataverse or CRM the record ownership is set Team or Owner
For Ownership as Team, all the rights of the records is with the company.

For Ownership as Person, you will need to setup ownership for each Sales Person.

For more details on Ownership, refer https://docs.microsoft.com/en-us/dynamics365/business-central/admin-cds-company-concept#:~:text=Dataverse%20requires%20that%20you%20specify,for%20records%20that%20are%20synchronized. 

After the Dataverse Connection Setup is completed, you have the ability to enable synchronize the entities. You choose if you want to Synchronize the data then can enable the toggle.

After the setup the Dataverse Connection Setup is completed.

5. Test Connection:
To ensure that the Dataverse Connection Setup is completed, run the Test Connection.

You should be getting the Connection Successful message as shown below.

Conclusion:

This blog concludes here on Dataverse Connection Setup in Business Central.
In this next part I will showcasing the details on field mapping, transformation rules, matching criteria and many more points.

For enquiries please email me on olisterr@outlook.com

Thanks.