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Preparing Dynamics 365 Sales for Integration

  • Článek

This article describes how to set up and configure Dynamics 365 Sales for integrating with Business Central. Complete the following tasks:

  1. Create a user for connecting to and synchronizing data from Business Central.

  2. Install the Business Central integration solution for Dynamics 365 Sales.

    This task is optional. You only need to complete this task if you want the functionality that is provided by the Business Central integration solution.

Important

To perform the tasks in this topic, you must have the System Administrator security role or equivalent privileges in Dynamics 365 Sales.

Create a Dynamics 365 for Sales User for Connecting to Business Central

As a minimum, this user must be a non-interactive user account that has the required privileges to write, read, modify, and delete data in the entities that will be integrated with Business Central.

You will use this user account to set up the connection to Dynamics 365 Sales from Business Central.

Important

You should not use this account to sign in to Dynamics 365 Sales to modify entities records that are integrated with Business Central because the changes will be ignored by integration synchronization jobs in Business Central.

Create the connection user

Install the Business Central Integration Solution

Business Central includes a solution that enables users to access coupled records in Business Central, such as customers and items, from records in Dynamics 365 Sales, such as accounts and products. The solution adds a link on the Dynamics 365 Sales record pages that opens the coupled Business Central record. The solution is also used to display information from Business Central in a part on certain entity records in Dynamics 365 Sales, such as accounts. Installing this solution is optional.

  1. From Business Central installation media (DVD), copy either the DynamicsNAVIntegrationSolution_v8.zip or DynamicsNAVIntegrationSolution_v9.zip file to your computer.

    These files are located in the CrmCustomization folder. This file is the solution package.

    Use the zip version that matches the Dynamics 365 Sales SDK version. Use DynamicsNAVIntegrationSolution_v8.zip for legacy services running CRM or Dynamics 365 Sales version 8.x and earlier. Use DynamicsNAVIntegrationSolution_v9.zip for Dynamics 365 Sales versions 9.0 and later.

  2. In Dynamics 365 Sales, import the DynamicsNAVIntegrationSolution.zip as a solution.

    This step adds the Business Central Connection entity and Business Central Account Statistics entity in the system and additional items such as Business Central integration security roles.

    For more information about how to manage solutions in Dynamics 365 Sales, https://go.microsoft.com/fwlink/?LinkID=616519.

  3. (Optional) Set up the Business Central Connection entity to display in the Settings area of Dynamics 365 Sales.

    This setup enables Dynamics 365 Sales users who are assigned the Business Central Admin role to modify the entity in Dynamics 365 Sales. For more information about how to modify entities in Dynamics 365 Sales, see https://go.microsoft.com/fwlink/?LinkID=616521.

  4. Assign the Business Central Integration Administrator role to the Business Central connection user.

  5. Assign the Business Central Integration User role to all users who require the use of the features provided by the Business Central integration solution.

If you install the Business Central integration solution after you have set up the connection to Dynamics 365 Sales from in Business Central, you must modify the connection setup to point to the URL of the Business Central Web client.

Connecting On-Premises Versions