Integrate Dynamics 365 Sales with Dynamics 365 Business Central using Dataverse

In this module, you'll:

• Discuss set up permissions and security roles for user accounts in Dynamics 365 Sales.
• Set up connection settings in the setup guide.
• Verify settings on the Dynamics 365 Connection Setup page.
• Implement standard sales entity mapping.
• Use the Assisted setup feature.
• Learn about selecting synchronization tables.

In this module, you'll:

• Identify coupling tables.
• Determine on which field to set up coupling.
• Run a full synchronization.
• Handle products.

In this module, you'll:

• Learn about bidirectional synchronization.
• Identify tables that have been bidirectionally synchronized.

• Introduction
• Use the integration wizard
• Identify new tables to sync
• Verify setup and advanced settings
• Exercise - Set up base data synchronization
• Check your knowledge
• Summary

• Introduction
• Identify needed table mappings and coupling
• Set up coupling criteria
• Sync products
• Run a full synchronization
• Exercise - Integrate products
• Check your knowledge
• Summary

• Introduction
• Enable bidirectional Sales integration
• Create a sales process to check integration
• Exercise
• Check your knowledge
• Summary