Integrating with Microsoft Dataverse
Business apps often use data from more than one source. --- author: edupont04
ms.topic: include ms.date: 04/01/2021 ms.author: edupont
Dataverse, see What is Dataverse?
The following steps provide an overview of the steps to integrate Business Central.
[!Note]
These tasks require the System Administrator security role in Business Central.
Assign licenses for Business Central users who will use the integrated apps.
Set up a connection to --- author: edupont04
ms.topic: include ms.date: 04/01/2021 ms.author: edupont
Dataverse. For more information, see Connect to Dataverse.
- Synchronize data between the apps. For more information, see Synchronizing Business Central and Dataverse.
Getting Started with ---
author: edupont04
ms.topic: include ms.date: 04/01/2021 ms.author: edupont
Dataverse To get started with --- author: edupont04
ms.topic: include ms.date: 04/01/2021 ms.author: edupont
Dataverse, see the Get started with Dataverse module from Microsoft Learn.
Bi-Directional or Uni-directional Data Synchronization
Depending on your business needs, you can set up the integration to synchronize data either to or from one Dynamics 365 business app to another, or in both directions in near-real time through Business Central about the availability of the item on the order.
Standard and Custom Entities
Business Central, you can view standard and custom tables being synchronized on the Integration Table Mappings page.
About the Business Central Base Integration Solution
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 needed to map --- author: edupont04
ms.topic: include ms.date: 04/01/2021 ms.author: edupont
Dataverse.
By default, the **Set up --- author: edupont04
ms.topic: include ms.date: 04/01/2021 ms.author: edupont
Dataverse with the following security role:
- System Administrator
For more information, see [Setting Up User Accounts for Integrating with --- author: edupont04
ms.topic: include ms.date: 04/01/2021 ms.author: edupont
Dataverse](admin-setting-up-integration-with-dynamics-sales.md) and Create users in Microsoft Dynamics 365 (online) and assign security roles.
The administrator account is used only one time during the setup for the configuration changes that the Base Integration Solution makes in --- author: edupont04
ms.topic: include ms.date: 04/01/2021 ms.author: edupont
Dataverse. After the solution is imported the account is no longer needed. Integration will continue to use the user account that is automatically created specifically for the integration.
In addition to customizing --- author: edupont04
ms.topic: include ms.date: 04/01/2021 ms.author: edupont
Dataverse for the integration:
- Integration Administrator - Allows users to manage the connection between --- author: edupont04
ms.topic: include ms.date: 04/01/2021 ms.author: edupont
Dataverse. Typically, this is assigned only to the automatically created user account for synchronization.
- Integration User - Allows users to access synchronized data. Typically, this is assigned to the automatically created user account for synchronization and other users who need to view or access the synchronized data.
For details about each role, such as the permissions and access levels, see [Setting Up User Accounts for Integrating with --- author: edupont04
ms.topic: include ms.date: 04/01/2021 ms.author: edupont
Dataverse](admin-setting-up-integration-with-dynamics-sales.md).
During connection setup, integration table mappings that are needed to synchronize data, are created. Entities in --- author: edupont04
ms.topic: include ms.date: 04/01/2021 ms.author: edupont
Dataverse are mapped to tables and table fields in Business Central through integration tables. For more information, see Standard Entity Mapping for Synchronization.
See Also
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