Integrate Dynamics 365 Business Central with Microsoft Dataverse
Offered By: Microsoft via Microsoft Learn
Course Description
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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