Upgrading an Integration with Dynamics 365 Sales
--- author: edupont04
ms.topic: include ms.date: 04/01/2021 ms.author: edupont
Dataverse. For more information, see Integration with Dataverse.
If you have already integrated --- author: edupont04
ms.topic: include ms.date: 04/01/2021 ms.author: edupont
Dataverse.
[!NOTE] Reconnecting through --- author: edupont04
ms.topic: include ms.date: 04/01/2021 ms.author: edupont
Dataverse will apply default synchronization settings, and will overwrite any configurations you have. For example, the default table mappings will be applied.
To upgrade your connection to use Dataverse
- Open the Microsoft Dynamics 365 Connection Setup page, and then turn off the Enabled toggle. Then close the page to disconnect from Dynamics 365 Sales.
- Open the Dataverse Connection Setup page, and in the Ownership Model field, choose Person. Then choose the Enabled toggle to turn on the connection to --- author: edupont04
ms.topic: include ms.date: 04/01/2021 ms.author: edupont
Dataverse.
[!NOTE] After you enable the connection, the Business Central Integration Solution is deployed to Dataverse. 4. On the Microsoft Dynamics 365 Connection Setup page, choose Redeploy Integration Solution to reinstall the Business Central Integration Solution. 5. Turn on the Enabled toggle to reconnect to Dynamics 365 Sales.
[!NOTE] After you enable the connection, the Business Central Integration Solution is deployed to Dynamics 365 Sales, such as sales orders, quotes, and invoices. 6. On the Sales Connection Setup page, choose Use Default Synchronization Setup to initialize the integration table mappings for Dynamics 365 Sales.
[!IMPORTANT] Using the Use Default Synchronization Setup action will apply the default integration table mappings. All custom mappings will be overwritten. If you have custom mappings that you want to keep, we recommend that you export them to Excel or talk to your Microsoft partner about other ways to keep your custom mappings.
See Also
Integrating with Dynamics 365 Sales
Integrating with Microsoft Dataverse
--- author: edupont04