Base Integration Solution

Completed

The Base Integration Solution is a key component of the integration. The solution adds the required roles and access levels to the user accounts for the integration, and it creates tables that are needed to map the Microsoft Dynamics 365 Business Central company to business units in Dataverse.

By default, the Dataverse Connection Setup assisted setup guide will import the solution. To do so, the setup guide will use an administrator user account that you specify. This account must be a licensed user in Dataverse with the System Administrator security role, and it must also have the User Administrator role on the tenant that the environment belongs to.

For more information, see Setting up user accounts for integrating with Microsoft Dataverse via data sync and Create users in Microsoft Dynamics 365 (online) and assign security roles.

The administrator account is used only once during setup for the configuration changes that the Base Integration Solution makes in Dataverse. After the solution has been imported, the account won't be needed. Integration continues to use the user account that's automatically created specifically for the integration.

In addition to customizing Dataverse, the solution also creates a security role in Dataverse for the integration:

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

If the permissions for the integration user account are later changed manually, you can reset them by choosing Redeploy Integration Solution on the Dataverse Connection Setup page, which reinstalls the Base Integration Solution.

During connection setup, the system will create integration table mappings that are needed to synchronize data. Additionally, the system will map tables in Dataverse to tables and table fields in Business Central through integration tables. For more information, see Standard table mapping for synchronization.