Dataverse

Before synchronizing the registrations from Dataverse to Dynamics 365 Business central, a connection must be made.

The Dataverse connection setup is standard functionality within Dynamics 365 Business Central and can be done via an assisted setup guide.

There are a few pieces of information that must be ready before creating the connection:

• The URL for the Dataverse environment to connect. If the Dataverse Connection Setup assisted setup guide is used to create the connection, the environments are automatically discovered, but it is also possible to enter the URL of another environment in your tenant.
• The username and password of an account that has administrator permissions in Business Central and Dataverse.

For general information, click here. The configuration of both Business Central and Dataverse is described by Microsoft here and should be executed with an administrator account in both Business Central Online and Dataverse, if not already done. For more information about the User Setup, click here.

1. Select the Search icon , enter Dataverse Connection Setup and then choose the related link.
   The Dataverse Connection Setup page opens.
2. Enter the Environment URL to which the Dataverse environment must connect.
3. Enter Client Id.
4. Enter Client Secret.
5. Enter Redirect URL.
   This is the URL for the Dynamics 365 Business Central environment used for the connection.
6. Turn on the Enabled toggle.
7. Log in with an account that has administrator permissions in Dynamics 365 Business Central and Dataverse.

After creating the connection with Dataverse, the job queue entries must be created that manage the scheduled synchronization between Dataverse and Dynamics 365 Business Central.

If the Dataverse connection is already enabled, then it is only necessary to execute the function ‘Use Default Synchronization Setup’ to synchronize the jobs and table mappings for the Quality Control extension.

1. On the action bar, click Actions > Use Default Synchronization Setup. A dialog box opens displaying the following message: This will restore the default integration table mappings and synchronization jobs for Dataverse. All customizations to mappings and jobs will be deleted. The default mappings and jobs will be used the next time data is synchronized. Do you want to continue?
2. Click Yes.
3. Click OK.

When the synchronization is completed, the job queues are created for the synchronization between Dataverse and Dynamics 365 Business Central.

Show created job queue entries

On the action bar, click Related > Synch. Job Queue Entries.

The created job queue entries are shown. The created job queue entries are recurring jobs with default 5 minutes between the runs. This means that when a value is sent from Dataverse, the value is visible a maximum of 5 minutes later in Dynamics 365 Business Central.