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Setting up user accounts for integrating with Microsoft Dataverse via data sync

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This article provides an overview of how to set up the user accounts that are required to integrate Dataverse with Business Central.

Set up the administrator user account

To set up the connection between Business Central and Dataverse, you must sign in to Business Central with a user account that is assigned to the Business Central Essential or Business Central Premium licence. We'll use this account one time to install and configure some required components.

Important

During set-up, you'll be asked to provide credentials for the Dataverse environment. Provide the credentials of an account that is a licensed user and assigned to the System Administrator security role on the Dataverse environment and global admin on the tenant to which the environment belongs. This account doesn't need a licence to Business Central because it will be used only to do set-up tasks in the Dataverse environment.

After the connection setup is done, you can remove this Dataverse user. The integration will continue using the user account that is automatically created specifically for the integration.

Permissions and security roles for user accounts in Dataverse

The Base Integration Solution creates the following role in Dataverse for the integration:

  • Business Central Dataverse Integration - Allows you to manage the connection between Business Central and Dataverse. Typically, this is assigned only to the automatically created user account for synchronization.

Note

Only the application user who runs the integration should have the Business Central Dataverse Integration role. The application user doesn't need the Business Central or Dataverse licences.

When you install the Base Integration Solution, it configures the permissions for the integration user account. If those permissions are changed manually, you can reset them. Choose Redeploy Integration Solution on the Dataverse Connection Setup page to reinstall the Base Integration Solution. This step will deploy the Business Central Integration security role.

See also

Integrating with Microsoft Dataverse
Integrating with Dynamics 365 Sales

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