Synchronizing Business Central and Dynamics 365 for Sales | Microsoft Docs
You can synchronize Business Central with Dynamics 365 for Sales on scheduled intervals by setting up jobs in the job queue. The synchronization jobs synchronize data in Business Central records and Dynamics 365 for Sales records that have been previously coupled together. Or for records that are not already coupled, depending on the synchronization direction and rules, the synchronization jobs can create and couple new records in the destination system. There are several synchronization jobs that are available out-of-the-box. You can view them on the Job Queue Entries page. For more information, see Use Job Queues to Schedule Tasks. <!--
NOTE
For the on-premeses version of Business Central , the synchronization jobs are run by codeunit 5339 Integration synch Job Runner.-->
Synchronization Process
Each synchronization job queue entry uses a specific integration table mapping that specifies which Business Central table and Dynamics 365 for Sales entity to synchronize. The table mappings also include some settings that control which records in the Business Central table and Dynamics 365 for Sales entity to synchronize.
To synchronize data, Dynamics 365 for Sales entity records must be coupled to Business Central records. For example, a Business Central customer must be coupled to a Dynamics 365 for Sales account. You can set up couplings manually, before running the synchronization jobs, or let the synchronization jobs set up couplings automatically. The following list describes how data is synchronized between Dynamics 365 for Sales and Business Central when you are using the synchronization job queue entries. For more information, see Couple and Synchronize Records Manually.
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By default, only records in Business Central that are coupled to records in Dynamics 365 for Sales are synchronized. You can change the table mapping between a Dynamics 365 for Sales entity and a Business Central table so that the integration synchronization jobs will create new records in the destination database for each record in the source database that is not coupled. The new records are also coupled to the corresponding records in the source. For example, when you synchronize customers with Dynamics 365 for Sales accounts, a new account record is created for each customer in Business Central . The new accounts are automatically coupled to customers in Business Central . Because the synchronization in this case is bidirectional, a new customer is created and coupled for each Dynamics 365 for Sales account that is not already coupled.
NOTE
There are rules and filters that determine what data is synchronized. For more information, see Synchronization Rules.
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When new records are created in Business Central , the records use the either the template that is defined for the integration table mapping or the default template that is available for the record type. Fields are populated with data from Business Central or Dynamics 365 for Sales depending on the synchronization direction. For more information, see How to: Modify Table Mappings for Synchronization.
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With subsequent synchronizations, only records that have been modified or added after the last successful synchronization job for the entity will be updated.
New records in Dynamics 365 for Sales are added in Business Central . If data in fields in Dynamics 365 for Sales records has changed, the data is copied to the corresponding field in Business Central .
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With bidirectional synchronization, the job synchronizes from Business Central to Dynamics 365 for Sales , and then from Dynamics 365 for Sales to Business Central .
Default Synchronization Job Queue Entries
The following table describes the default synchronization jobs.
| Job Queue Entry | Description | Direction | Integration Table Mapping |
|---|---|---|---|
| CONTACT - Dynamics 365 for Sales synchronization job | Synchronizes Dynamics 365 for Sales contacts with Business Central contacts. | Bidirectional | CONTACT |
| CURRENCY - Dynamics 365 for Sales synchronization job | Synchronizes Dynamics 365 for Sales transaction currencies with Business Central currencies. | From Business Central to Dynamics 365 for Sales | CURRENCY |
| CUSTOMER - Dynamics 365 for Sales synchronization job | Synchronizes Dynamics 365 for Sales accounts with Business Central customers. | Bidirectional | CUSTOMER |
| CUSTPRCGRP-PRICE - Dynamics 365 for Sales synchronization job | Synchronizes Dynamics 365 for Sales sales price lists with Business Central customer price groups. | CUSTOMER PRICE GROUPS-SALES PRICE LISTS | |
| ITEM - PRODUCT - Dynamics 365 for Sales synchronization job | Synchronizes Dynamics 365 for Sales products with Business Central items. | From Business Central to Dynamics 365 for Sales | ITEM-PRODUCT |
| POSTEDSALESINV-INV - Dynamics 365 for Sales synchronization job | Synchronizes Dynamics 365 for Sales invoices with Business Central posted sales invoices. | From Dynamics 365 for Sales to Business Central | INVOICES-POSTED SALES INVOICES |
| RESOURCE-PRODUCT - Dynamics 365 for Sales synchronization job | Synchronizes Dynamics 365 for Sales products with Business Central resources. | From Business Central to Dynamics 365 for Sales | RESOURCE-PRODUCT |
| SALESPEOPLE - Dynamics 365 for Sales synchronization job | Synchronizes Business Central salespeople with Dynamics 365 for Sales users. | From Dynamics 365 for Sales to Business Central | SALESPEOPLE |
| SALESPRC-PRODUCTPRICE - Dynamics 365 for Sales synchronization job | Synchronizes Dynamics 365 for Sales product prices with Business Central sales prices. | PRODUCT PRICE-SALES PRICE | |
| UNITOFMEASURE - Dynamics 365 for Sales synchronization job | Synchronizes Dynamics 365 for Sales unit groups with Business Central units of measure. | From Business Central to Dynamics 365 for Sales | UNIT OF MEASURE |
| Customer Statistics - Dynamics 365 for Sales synchronization | Updates Dynamics 365 for Sales
accounts with the latest Business Central
customer data. In Dynamics 365 for Sales
, this information appears in Business Central Account Statistics quick view form of accounts that are coupled to Business Central
customers. This data can also be updated manually from each customer record. For more information, see How to: Couple and Synchronize Records Manually. Note: This job queue entry is relevant only if the Business Central integration solution is installed in Dynamics 365 for Sales . For more information, see About the Business Central Integration Solution. |
Not applicable. | Not applicable. |
To view the synchronization job log
- Choose the
icon, enter Integration Synchronization Log, and then choose the related link. -
If one or more error occurred for a synchronization job, the number of errors appears in the Failed column. To view the errors for the job, choose the number.
TIP
You can view all synchronization job errors by opening the synchronization job error log directly.
To view the synchronization job log from the table mappings
- Choose the icon, enter Integration Table Mappings, and then choose the related link.
- In the Integration Table Mappings page, select an entry, and then choose Integration Synch. Job Log.
To view the synchronization error log
- Choose the icon, enter Integration Synchronization Errors, and then choose the related link.
See Also
Synchronizing Data in Business Central and Dynamics 365 for Sales
Manually Synchronize Table Mappings
Scheduling a Synchronization between Business Central and Dynamics 365 for Sales
About Integrating Dynamics 365 Business Central with Dynamics 365 for Sales
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