Enhances the integration between BC and Dataverse (Sales) and facilitates the multi-company integration.
Current Version: 1.0.1.0as of Business Central 21.
Manual
Creation date: 2024/10/18 The current version of this manual can be found at:
☰ Contents
General
App Dataverse Integration Base With this app, table can be synchronized between Dynamics Sales and Business Central...
Tasks
Working with the App
Countries - Dataverse
Countries/Regions
Document Sending Profile - Dataverse
Document Sending Profile
Payment Method - Dataverse
Payment Method
Appendix
Release Notes
Docs / NVXDVIB Dataverse Integration Base / General General
With this app, table can be synchronized between Dynamics Sales and Business Central.
Table
Direction
Country
bidirectional
Document Sending Profile
to Dynamic Sales
Payment Method
to Dynamic Sales
In addition, multi-company synchronization is improved, as customers, vendors and products are automatically supplemented with the Business Central company prefix.
Docs / NVXDVIB Dataverse Integration Base / Tasks Working with the App
Setup
After use default synchronization setup is executed in the Dataverse connection setup, the following tables are expanded in the integration table mapping:
A new table COUNTRY-CDSCOUNTRY with the fields
Code
to
Name
Name
to
Name (DE)
A new table DOCSENDINGPROF-CDS with the fields
Code
zu
Code
Description
zu
Description
A new table PAYMENTMETHOD-CDS with the fields
Code
zu
Code
Description
zu
Description
The existing table CUSTOMER by
Country/Region-Code
to
Country
No.
to
Customer Number
Name 2
to
Company Name
The existing table VENDOR by
Country/Region-Code
to
Country
No.
to
Customer Number
The existing table ITEM-PRODUCT by
No.
to
BC ID
Item Category Code
to
Product Category
Synchronization of countries
In Business Central, navigate to Countries/Regions and click on Related > Dataverse > Synchronize. A new country is then either created in Dynamics Sales or the existing one is updated.
Synchronization of master data with client prefix
The synchronization of master data works as in the standard system. However, the number of accounts and products in Dynamics Sales is extended by:
· Text of the company badge (company data)
· “|”
· BC number
Docs / NVXDVIB Dataverse Integration Base / Tasks Countries - Dataverse
Fields
Country
Specifies the country id.
ISO-2
Specifies the country ISO2 code.
ISO-3
Specifies the country ISO3 code.
Country (Optionset)
Specifies the country (optionset).
Name
Specifies the name.
Name (DE)
Specifies the german name.
Name (EN)
Specifies the english name.
Region
Specifies the region.
Region (EuropeRest)
Specifies the region01.
Regionname
Specifies the region name.
Typ
Specifies the type.
Coupled
Specifies if the Country is coupled with Dataverse.
Actions
Create in Business Central
Generate the entity from the coupled Common Data Service site.
Delete Couplings
Delete the all couplings to a Dataverse Country.
Docs / NVXDVIB Dataverse Integration Base / Tasks Countries/Regions
Actions
Country
Open the coupled Dataverse Country/Region.
Synchronize
Send updated data to or from Common Data Service.
Set Up Coupling
Create or modify the coupling.
Delete Coupling
Delete the coupling.
Synchronization Log
View integration synchronization jobs for the Country table.
Docs / NVXDVIB Dataverse Integration Base / Tasks Payment Method
Fields
Coupled to Dataverse
Specifies that the document sending profile is coupled to Dataverse.
Actions
Payment Method
Open the coupled Dataverse Payment Method.
Synchronize
Send updated data to or from Common Data Service.
Set Up Coupling
Create or modify the coupling.
Delete Coupling
Delete the coupling.
Synchronization Log
View integration synchronization jobs for the Payment Method table.
Docs / NVXDVIB Dataverse Integration Base / Appendix Release Notes
Would you like to know what has changed in the extension? Below you'll find an overview of the new features and changes made in the updates.
Build-Overview in DevOps
NVXDVIB 1.0.1.0
as of Business Central 21 2024/08/01
Improvements
Extension of the Dataverse integration to include the following tables:
