Microsoft Dataverse

Path: Integrate with other applications > Microsoft Dataverse · tier official · system integration · narrative reviewed (checked by Opus)

Overview

This section describes how Business Central integrates with Microsoft Dataverse so it can exchange data with Dynamics 365 applications such as Customer Engagement and with custom apps built on Dataverse. The overview pages list the integration options: data synchronization, virtual tables, data change events, webhooks and business events.

For setup, start with the connection page and the user account page. The user account page covers the administrator and integration users, their licenses and security roles. The ownership model page explains Team Ownership and Person Ownership, including business unit mapping and data visibility.

Once connected, the mapping pages explain integration table mappings, field mappings, transformation rules, coupling and conflict resolution. Synchronization can be run manually (full, modified records, or per table mapping) or scheduled with job queue entries. A Power Automate flow can push Dataverse changes to Business Central in a timely way. The troubleshooting page covers permission, coupling, timeout and administration mode errors.

Key points

• Integration options include data synchronization, virtual tables, data change events, webhooks and business events.
• The connection page covers authentication (including certificate-based), record coupling, the ownership model and multi-currency support.
• User setup needs an administrator with the System Administrator role and an integration user with the Business Central Dataverse Integration role, plus required licenses.
• Two ownership models exist: Team Ownership and Person Ownership, which involve business unit mapping and owner team assignment.
• Manual synchronization offers three methods: full synchronization, all modified records, and individual table mappings, each controlling whether new records are created and coupled.
• Scheduled synchronization uses job queue entries for customers, vendors, contacts, currencies and salespeople, with configurable frequency and inactivity timeout.
• Table mappings use integration tables, field mappings, transformation rules, filtering and conflict resolution.
• A Power Automate flow template notifies Business Central when Dataverse records are added, modified or deleted.

Learn pages

• Connect to Microsoft Dataverse: Set up a connection between Business Central and Dataverse. Businesses typically create the connection to integrate data with another Dynamics 365 app.
• Data ownership models for synchronization: Companies are both a legal and business constructs, and they are used to secure and visualize business data.
• Integrate with Microsoft Dataverse via data sync: Introduction to how to integrate and use Microsoft Dataverse and its components to connect to other Dynamics 365 applications.
• Integrating with Microsoft Dataverse: Learn how to integrate Business Central with Microsoft Dataverse
• Manual Synchronization of Table Mappings | Microsoft Docs: The synchronization copies data between Microsoft Dataverse tables and Business Central to keep both systems up-to-date.
• Mapping the tables and fields to synchronize: Learn how to map tables and fields for synchronizing data between Business Central and Microsoft Dataverse.
• Setting Up User Accounts for Integrating with Microsoft Dataverse | Microsoft Docs: Learn how to set up the user accounts that the apps use to exchange data, and that people use to access and synchronize data in the apps.
• Synchronization and data integration: Synchronization copies data between Microsoft Dataverse tables and Business Central records to align data in both systems.
• Synchronizing Business Central and Dataverse: Learn about synchronizing data between Business Central and Dataverse.
• Troubleshooting Synchronization Errors: This article provides guidance for identifying, troubleshooting, and resolving synchronization errors.
• Use a Power Automate flow to timely synchronize Dataverse entity changes: Learn how to create a flow in Power Automate that will alert you when an entity is changed in Dataverse environment.

Business Central pages and reports

The pages, reports and queries this hub’s Learn pages name (ms.search.form, API reference), joined to the code by exact object id (data/index/docs-objects.json); a page shows the table it runs on.

• Page 7214 “CDS Companies” · captioned “Dataverse Companies” · on Table 5393 “CDS Company”

Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn’s own.