Business Central (Part 4)

Neil Haddley • December 1, 2024

Integrating with Dataverse using Dataflows

Power PlatformMicrosoft DynamicsBusiness Centraldataversedataflowsintegrationbusiness-central
I created a new Business Central CompanyTap the image to open it full size

I created a new Business Central Company

I named the Company IntegrationTap the image to open it full size

I named the Company Integration

I clicked NextTap the image to open it full size

I clicked Next

I reset my Develop Power Platform EnvironmentTap the image to open it full size

I reset my Develop Power Platform Environment

I created a new Power Apps SolutionTap the image to open it full size

I created a new Power Apps Solution

An empty solution was createdTap the image to open it full size

An empty solution was created

I navigated to the Integration Company and clicked the Set up a connection to Dataverse linkTap the image to open it full size

I navigated to the Integration Company and clicked the Set up a connection to Dataverse link

I clicked the Next buttonTap the image to open it full size

I clicked the Next button

I clicked the Next buttonTap the image to open it full size

I clicked the Next button

I selected the (reset) Develop Dataverse environmentTap the image to open it full size

I selected the (reset) Develop Dataverse environment

I clicked the Next buttonTap the image to open it full size

I clicked the Next button

I clicked the Next buttonTap the image to open it full size

I clicked the Next button

I clicked the Install Business Central Virtual Table app linkTap the image to open it full size

I clicked the Install Business Central Virtual Table app link

I clicked the Get it now buttonTap the image to open it full size

I clicked the Get it now button

I selected the Develop Dataverse environmentTap the image to open it full size

I selected the Develop Dataverse environment

The installation completedTap the image to open it full size

The installation completed

I clicked the Finish buttonTap the image to open it full size

I clicked the Finish button

I clicked the Sync All buttonTap the image to open it full size

I clicked the Sync All button

I reviewed the records in the Business Central Contacts tableTap the image to open it full size

I reviewed the records in the Business Central Contacts table

I reviewed the records in the Business Central Contacts tableTap the image to open it full size

I reviewed the records in the Business Central Contacts table

I reviewed the records in the Dataverse Contacts tableTap the image to open it full size

I reviewed the records in the Dataverse Contacts table

I reviewed the records in the Business Central Customers TableTap the image to open it full size

I reviewed the records in the Business Central Customers Table

I reviewed the records in the Dataverse Accounts TableTap the image to open it full size

I reviewed the records in the Dataverse Accounts Table

Integrating with Dataverse using Dataflows

I added a D365BC Employee table to Dataverse. I set up a Dataflow to copy Employee records from Business Central to Dataverse.

I created a new tableTap the image to open it full size

I created a new table

I named the table D365BC EmployeeTap the image to open it full size

I named the table D365BC Employee

I reviewed the Primary columnTap the image to open it full size

I reviewed the Primary column

I added a First Name columnTap the image to open it full size

I added a First Name column

I added a Last Name columnTap the image to open it full size

I added a Last Name column

I added a Phone Number columnTap the image to open it full size

I added a Phone Number column

I added a Job Title columnTap the image to open it full size

I added a Job Title column

I added a Key (this will be used to sync the employee data)Tap the image to open it full size

I added a Key (this will be used to sync the employee data)

The Key was addedTap the image to open it full size

The Key was added

I clicked the Import data buttonTap the image to open it full size

I clicked the Import data button

I selected the OData connectorTap the image to open it full size

I selected the OData connector

I navigated to the web services page in Business CentralTap the image to open it full size

I navigated to the web services page in Business Central

I was unable to find an employee web serviceTap the image to open it full size

I was unable to find an employee web service

I clicked the + New button and provided web service detailsTap the image to open it full size

I clicked the + New button and provided web service details

I copied the OData V4 URLTap the image to open it full size

I copied the OData V4 URL

I entered the url into the Connect to data source dialog. Notice that I removed the https:// prefix when I copied the url to the connection textboxTap the image to open it full size

I entered the url into the Connect to data source dialog. Notice that I removed the https:// prefix when I copied the url to the connection textbox

A preview was provided. I clicked the Next button.Tap the image to open it full size

A preview was provided. I clicked the Next button.

I selected the Load to existing table option and clicked the Next buttonTap the image to open it full size

I selected the Load to existing table option and clicked the Next button

Three of the field mappings were created automaticallyTap the image to open it full size

Three of the field mappings were created automatically

I completed the last two field mappings. I clicked the Next buttonTap the image to open it full size

I completed the last two field mappings. I clicked the Next button

I set the refresh scheduleTap the image to open it full size

I set the refresh schedule

I reviewed the D365BC Employee table recordsTap the image to open it full size

I reviewed the D365BC Employee table records

I added the Dataflow to the solutionTap the image to open it full size

I added the Dataflow to the solution

The Dataflow was added to the solutionTap the image to open it full size

The Dataflow was added to the solution