Upgrading an Integration with Dynamics 365 Sales

Business Central integrates with Common Data Service, which makes it easy to connect and synchronize data with other Dynamics 365 applications, such as Dynamics 365 Sales, or even apps that you build yourself. If you are integrating for the first time, we recommend that you do so through Common Data Service. For more information, see Integration with Common Data Service.

If you have already integrated Dynamics 365 Sales with Business Central, you can continue to synchronize data using your setup. However, if you upgrade Business Central, or turn off your Dynamics 365 Sales integration, to turn it on again you must connect through Common Data Service.

Note

Reconnecting through Common Data Service 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 Common Data Service

1. Open the Microsoft Dynamics 365 Connection Setup page, choose the Enable toggle to turn off your existing connection to Dynamics 365 Sales.

2. Open the Common Data Service Connection Setup page, and choose the Enable toggle to turn on the connection.

   After you enable the CDS connection, the Business Central CDS Base Integration Solution is deployed to Common Data Service.

3. Uninstall the Microsoft Dynamics 365 Business Central Integration solution from your Dynamics 365 Sales. For more information, see Uninstall or delete a solution topic.

4. On the Microsoft Dynamics 365 Connection Setup page, turn on the Enable toggle to connect to Dynamics 365 Sales.

   After you enable the Sales connection, the Business Central Integration Solution is deployed to Sales. This enables integration with entities that are specific to Dynamics 365 Sales, such as sales orders, quotes, and invoices.

5. On the Sales Connection Setup page, choose Use Default Synchronization Setup to initialize the integration table mappings for Dynamics 365 Sales.

See Also

Integrating with Dynamics 365 Sales
Integrating with Common Data Service