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NVXDVIRC Dataverse Integration NCRC


Enables the synchronisation of NCRC Bundles as master data and within sales orders.

Current Version: 1.0.0.0 as of Business Central 21.

Manual


Creation date: 2024/10/18
The current version of this manual can be found at:

https://www.navax.app/help.php?AppID=NVXDVIRC&L=en


☰ Contents



General

  • App Dataverse Integration NCRC
    With this app, bundles that are maintained in Business Central can be synchronized to Dynamics Sales. The bundles are created as products via the connector in Dynamics Sales and can be used like standard products in sales quotations and sales orders. Quotations or orders containing bundles can then be received in Business Central and subsequently used in contracts...

Tasks

  • Working with the App
  • NCRC Bundle
  • NCRC Bundles

Appendix

  • Release Notes

Docs  /  NVXDVIRC Dataverse Integration NCRC  /  General
General

With this app, bundles that are maintained in Business Central can be synchronized to Dynamics Sales. The bundles are created as products via the connector in Dynamics Sales and can be used like standard products in sales quotations and sales orders. Quotations or orders containing bundles can then be received in Business Central and subsequently used in contracts. The prerequisite for correct synchronization in the quotations and orders is that bidirectional sales order integration is activated in the Microsoft Dynamics 365 connection setup. This app also requires the app Dataverse Integration Base for installation.

Docs  /  NVXDVIRC Dataverse Integration NCRC  /  Tasks
Working with the App

Setup and use

After the use default synchronization setup is executed in the Microsoft Dynamics 365 connection setup, the BUNDLE-PRODUCT table is added to the integration table mapping. Bundles can then be synchronized via Bundles > Synchronize > Set up coupling. Bundle-type products are then created in Dynamics Sales. These can be used quotations and orders and synchronized back to Business Central.

Docs  /  NVXDVIRC Dataverse Integration NCRC  /  Tasks
NCRC Bundle

Actions

  • Bundle

    Open the coupled Dataverse product.
  • Synchronize

    Send or get updated data to or from Dataverse.
  • Set Up Coupling

    Create or modify the coupling to a Dataverse product.
  • Delete Coupling

    Delete the coupling to a Dataverse product.
  • Synchronization Log

    View integration synchronization jobs for the bundle table.

Docs  /  NVXDVIRC Dataverse Integration NCRC  /  Tasks
NCRC Bundles

Fields

Coupled to DataverseSpecifies that the bundle is coupled to an product in Dataverse.

Actions

  • Bundle

    Open the coupled Dataverse product.
  • Synchronize

    Send or get updated data to or from Dataverse.
  • Set Up Coupling

    Create or modify the coupling to a Dataverse product.
  • Delete Coupling

    Delete the coupling to a Dataverse product.
  • Synchronization Log

    View integration synchronization jobs for the bundle table.

Docs  /  NVXDVIRC Dataverse Integration NCRC  /  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

NVXDVIRC 1.0.0.0

as of Business Central 21
2024/05/28
  • Initial Version

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