In this post I will discuss about how we can Synchronize data to Custom Tables using Dataverse.
This post is divided in series of small posts, one post for each involved step.
You follow each post link in sequence and at end we will achieve the final Goal set in starting of this post.
This post will walkthrough setting up an integration between a Custom table Prospects in Business Central and a Custom table Prospects in Microsoft Dataverse.
One thing important keep in mind while doing all the steps we need to use the Admin login you used to setup these environments.
Also, the Base Currency of Business Central & Dataverse Environment should be same else you will run into issue.
If the currencies of Business Central and Dataverse do not match, similar message will be displayed.
LCY Code XXX does not match ISO Currency Code XXX of the Dataverse base currency.
The Base Currency defined for Dataverse after setup is not possible to change however you can match it in Business Central by changing LCY Code in General Ledger Setup.
Let’s start with introduction to environment we are going to use, throughout the process and steps described below.
Introduction to Environment:
Before we start with the Steps Involved, let me introduce with the environment which I am going to use in this walkthrough.
Business Central Environment:
Dynamics 365 Sale Environment:
Setup required to Connect with external system:
You can find below options in Business Central Assisted Setup.
The following are the Steps we will follow:
- Setup a connection to Dataverse
- Setup a connection to Dynamics 365 Sales
- Create New Table(s) and Page(s) in Business Central
- Create New Table(s) in Dataverse
- Using AL Table Proxy Generator Tool to create Integration Table(s)
- Create Integration Codeunit
- Create Actions on the Page for managing Coupling and Synchronization
- Package & Deploy the Extension
- Updating the default Mappings
- Check Permissions
- Testing the Solution
Follow each step above in same sequence.
For more detailed insight refer to below Microsoft Documents:
Hope you enjoyed the learning by example. Wait for next post, will be back soon.
See you in next post soon with similar kind of stuffs.
Till then keep Exploring, learning and sharing with others.