Introduction to integrating Dynamics 365 Sales with Dynamics 365 Business Central

  • Module
  • 7 Units
Intermediate
Functional Consultant
Business User
Business Central
Dynamics 365
Sales

Learn about some of the basic requirements to integrate Dynamics 365 Business Central with Dynamics 365 Sales and some of the differences from Dataverse integration.

Learning objectives

In this module, you'll:

  • Discuss set up permissions and security roles for user accounts in Dynamics 365 Sales.
  • Set up connection settings in the setup guide.
  • Verify settings on the Dynamics 365 Connection Setup page.
  • Implement standard sales entity mapping.
  • Use the Assisted setup feature.
  • Learn about selecting synchronization tables.

Prerequisites

Basic understanding of Dynamics 365 Business Central, Dataverse, and the Dynamics 365 Sales application

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