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This requires that you provide credentials for an administrator user account in Dynamics 365 Sales. For more information, see Enable sales order processing integration. When people create sales orders in Dynamics 365 Sales and fulfill orders in Business Central, this integrates the process in Dynamics 365 Sales. On the user card, choose Actions, Authentication, and then choose Change Web Service Key. To get the key, choose the Look up value button next to the user name, choose the user, choose Manage, and then Edit. The key is assigned to the user chosen in the Business Central OData Web Service Username field. The access key for the user account that Dynamics 365 Sales uses to get information about item availability from Business Central through the OData web service. The name of the Business Central user account that Dynamics 365 Sales uses to retrieve information about item availability in Business Central through the OData web service.īusiness Central OData Web Service Accesskey For more information, see OData Web Services.īusiness Central OData Web Service Username In the Set Up Dynamics 365 Sales Connection assisted setup guide, you must specify the Dynamics 365 Business Central OData web service URL, and provide Business Central user credentials for accessing the service. On the user account in Business Central you must choose the Change Web Service Key action. This requires a Business Central user account with a web services access key.
MICROSOFT DYNAMICS INTEGRATION INSTALL
The following table describes the advanced settings.Įnable this to install and configure the integration solution in Dynamics 365 Sales.Įnable people who are using Dynamics 365 Sales to view the availability of items (products) in inventory in Business Central. Optionally, there are advanced settings that can enhance security and enable additional capabilities, such as sales order processing and viewing inventory levels.Choose Set up the Dynamics 365 Sales Connection to start the assisted setup guide.Choose Setup and Extensions, and then choose Assisted Setup.You can use an assisted setup guide to quickly set up the connection and specify advanced features, such as coupling between records. Dynamics 365 Business Central Product Availability User.Dynamics 365 Business Central Integration User.Dynamics 365 Business Central Integration Administrator.The following security roles are deployed: You can do that by reinstalling the Integration Solution by choosing Redeploy Integration Solution on the Dynamics 365 Connection Setup page. If those permissions are changed you might need to reset them. When you install the Integration Solution, permissions for the integration user account are configured. Permissions and Security Roles for User Accounts in Sales In addition to the standard settings, there are some that are specific to Dynamics 365 Sales. Integration with Business Central happens through Dataverse, and there are a lot of standard settings and tables that are provided by the integration. Integration Settings that are Specific to a Dynamics 365 Sales Integration For example, the default table mappings will be applied. Reconnecting through Dataverse will apply default synchronization settings, and will overwrite any configurations you have.