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Safely copy companies with Dataverse integration

Enabled for Public preview General availability
Users, automatically Mar 4, 2024 Apr 1, 2024

Business value

Administrators in small or medium-sized companies often wear multiple hats and handle many different tasks. If you integrate with Dataverse or Dynamics 365 Sales, you need to efficiently and safely copy companies. This capability reduces the risk of data inconsistencies and saves you valuable time. This enhancement streamlines your workflow so you can focus on strategic tasks that drive your business forward.

Feature details

When an administrator copies companies in an environment that has Dataverse or Dynamics 365 Sales integration enabled, Business Central clears the following settings while copying the settings to the target company:

  • Dataverse and Dynamics Connection Settings: Business Central clears these settings to make sure integration starts correctly in the target company.
  • Integration Records: Business Central clears these records to make sure the target company doesn't point to records that connect to the source company.
  • Integration Synchronization Jobs: Business Central clears these jobs to stop synchronization background jobs.
  • Synchronization Errors: Business Central clears these errors if they exist because the errors are in the source company and would be noise in the target company.

Tell us what you think

Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at https://aka.ms/bcideas.

Additional resources

Integrate with Microsoft Dataverse via data sync (docs)