Manually Synchronise Table Mappings

An integration table mapping associates a Business Central table, such as customer, with a Dataverse table, such as account. Synchronising an integration table mapping enables you to synchronise data in all records of the Business Central table and Dataverse table that are coupled. Additionally, depending on the configuration of the table mapping, synchronisation can create and couple new records in the destination solution for uncoupled records in the source.

Manually synchronising integration table mappings can be useful during the initial set up of an integration, and when diagnosing synchronisation errors.

This article describes three methods for manually synchronising integration table mappings. Each method provides a different level of synchronisation.

Run a Full Synchronisation

A full synchronisation runs all the default integration synchronisation jobs for synchronising Business Central records and Dataverse tables, as defined on the Integration Table Mappings page.

A full synchronisation performs the following operations For Business Central or Dataverse records that are:

• Not coupled, a new matching row will be created and coupled in the opposing solution. Whether and where a row gets created depends on the synchronisation direction. For example, when synchronising data from Business Central customers to Dataverse accounts, if there is a customer that is not coupled to an account, then a new account will be automatically added in Dataverse and coupled to the customer in Business Central. The opposite holds true when the synchronisation direction is from Dataverse to Business Central. For each account that is not already coupled to a customer, a new matching customer will be created in Business Central and coupled to the account in Dataverse.

  Note

  To achieve this, the full synchronisation operation temporarily clears the Synch. Only Coupled Records option on the integration table mapping that is used by the synchronisation job. At the end of the full synchronisation process, you will be prompted whether you want to keep this option cleared for all jobs.

• Coupled, the synchronisation direction (for example, from Business Central to Dataverse or from Dataverse to Business Central) is predetermined by the integration table mappings. For more information, see Standard Table Mapping for Synchronisation.

Important

You typically only use the full synchronisation when you initially set up integration between Business Central and Dataverse and only one of solutions contains data, which you want to copy to the other solution. A full synchronisation can be useful in a demonstration environment. Because the full synchronisation automatically creates and couples records between the solutions, it makes it faster to start working with synchronising data between records. On the other hand, you should only run a full synchronisation if you want a row in Business Central for each row in Dataverse for the given table mappings. Otherwise, you can have unwanted or duplicate records in either Business Central or Dataverse.

To run a full synchronisation

1. Choose the icon, enter Dataverse Connection Setup, and then choose the related link.

   Note

   If you want to run a full synchronisation for tables through Dynamics 365 Sales, use the Microsoft Dynamics 365 Sales Connection Setup page instead.

2. Choose the Run Full Synchronisation action, and then choose the Yes button.

3. When the full synchronisation is completed, you can specify whether to allow scheduled synchronisation jobs to create new records.

   If you want all synchronisation jobs to create new records in the destination for uncoupled records in the source, choose Yes. This sets the Synch. Only Coupled Records field on the table mappings that are used by the synchronisation jobs.

   If you want synchronisation jobs to run as they did before the full synchronisation with regard to creating new records, choose No. This sets the Synch. Only Coupled Records field to the setting it had before the full synchronisation.

You can view the results of the full synchronisation on the Integration Synchronisation Jobs page. For more information, see View the Status of a Synchronisation.

Synchronising All Modified Records

You can use the Common Data Service Connection Setup page to synchronise changes to data in all integration table mappings. This is similar to a full synchronisation. It will synchronise data in all coupled records in the Business Central and Dataverse tables that are defined in the table mappings. By default, only data that has been modified since the last synchronisation will be synchronised. Synchronisation jobs synchronise table mappings in the following order to avoid coupling dependencies between the tables:

1. CURRENCY
2. SALESPEOPLE
3. SUPPLIER
4. CUSTOMER
5. CONTACTS

You can view the results of the synchronisation on the Integration Synchronisation Jobs page. For more information, see View the Status of a Synchronisation.

Tip

By modifying the integration table mapping in advance, you can create filters to control the data to synchronise, or configure mappings to create new data in the destination solution for uncoupled records or rows in the source. For more information, see Modify Table Mappings for Synchronisation.

To synchronise data for all tables

1. Choose the icon, enter Microsoft Dynamics 365 Sales Connection Setup, and then choose the related link.
2. Choose the Synchronise Modified Records action, and then choose Yes.

Synchronise Individual Table Mappings

You can use the Integration Table Mappings page to run a synchronisation job for table mappings. This will synchronise data for all coupled records and rows in the Business Central and Dataverse tables that are defined by the table mapping. By default, only data that has been modified since the last synchronisation will be synchronised.

To synchronise records of an integration table mapping

1. Choose the icon, enter Integration Table Mappings, and then choose the related link.
2. Choose the Synchronise Modified Records action, and then choose Yes.

Related information

Synchronising Business Central and Dynamics 365 Sales
Setting Up User Accounts for Integrating with Dynamics 365 Sales

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