Business Central, CDS, Common Data Services, Dataverse, Dynamics 365 Sales, Integration, Ownership, Permissions, Synchronize, Tip & Tricks, URL

Setup a connection to Dataverse

Integration with Business Central is done through Dataverse, and you will find lots of standard settings and tables that are provided by the integration.

This is the Second post in the series. If you want to go to previous post click here.

From the series of steps this post is dedicated to Step-1:

Create connection to integrate and synchronize data with another Dynamics 365 business app, such as Dynamics 365 Sales.

As a first Step we will setup a connection to Dataverse.

Before you start make sure you have below information ready with you:

  • URL for the Dataverse environment that you want to connect to
  • The user’s name and password of an account that has administrator permissions in Business Central and Dataverse.
  • The local currency for the company in Business Central must be the same as the base transaction currency in Dataverse. 

From Assisted Setup under Connect with other systems group choose Set up a connection to Dataverse, as shown below.

This will start the Setup wizard, just follow and provide your information asked on each page.

Click Next to Start configuring Dataverse & Business Central connection.

Here you can select your Dataverse Environment or can enter manually, above screen shows where you can find this url from.

Sign in with an administrator user account and give consent to the application that will be used to connect to Dataverse.

Choose Sign in with administrator user.

After Sign in with administrator user turns green and bold, choose Next.

Select Ownership and Click Next.

Click on Finish to complete the Setup.

Next open the Dataverse Connection Setup from TellMe.

Select from Connection -> Test Connection

You can check Microsoft docs for more information

Connect to Microsoft Dataverse

If all are OK it should show the Connection test Successful message.

Now you are good to proceed with Next Step.

You can jump to Next Step from here.