Couple and Synchronize Records Manually

This topic describes how to couple one or more records in Business Central with records in Common Data Service or Dynamics 365 Sales. Coupling records lets you view Common Data Service information from Business Central, and vice versa. The coupling also enables you to synchronize data between the records. You can couple existing records, or create and couple new records.

Note

Coupling and synchronizing data is available only if your system administrator has created a connection between Business Central and Common Data Service or Dynamics 365 Sales. A quick way to check is to open the Customer card and look for the Set Up Coupling action. If the action is available, the apps are connected.

Video Example

To couple a record

  1. In Business Central, open the card for the record you want to couple. For example, the Customer or Contact card.

    You can also just open the list page and select the record that you want to couple.

  2. Choose the Set Up Coupling action.

  3. Fill in the fields, and then choose OK.

To synchronize a single record

  1. In Business Central, open the card for the record you want to couple. For example, the Customer or Contact card.
  2. Choose the Synchronize Now action.
  3. If a record can be synchronized in one direction, select the option that specifies the direction of data update, and then choose OK.

To synchronize a single record from Dynamics 365 Sales

  1. In Dynamics 365 Sales, open the form for the record you want to couple. For example, the Account card or Contact card form.
  2. Choose the Business Central action in the ribbon to open and couple record automatically.
Note

You can synchronize a single record from Dynamics 365 Sales automatically only when Sync. Only Coupled Records is disabled and the synchronization direction is set to Bidirectional or From Integration Table on the Integration Table Mapping page for the record. For more information, see Mapping the Tables and Fields to Synchronize.

To synchronize multiple records

  1. In Business Central, open the list page for the record, such as the Customers or Contacts list pages.
  2. Select the records that you want to synchronize, and then choose the Synchronize Now action.
  3. If records can be synchronized in one direction, select the option that specifies the direction, and then choose OK.

See Also

Using Dynamics 365 Sales from Business Central