How to Integrate Business Central with Microsoft Dataverse

Integrating Microsoft Dynamics 365 Business Central (BC) with Dataverse allows data to flow seamlessly between Business Central and other Dynamics 365 apps like Dynamics 365 Sales, Customer Service, Power Apps, and Power Automate.
This integration helps organizations maintain a single source of truth, avoid duplicate data entry, automate processes, and provide users with a unified experience across the Microsoft ecosystem.

You can synchronize data either to or from one Dynamics 365 Business Central to another, or in both directions in near-real time, through Dataverse. For complex environments, organizations often rely on Business Central consultants to design synchronization strategies that avoid data duplication and performance issues.

Business Central includes a built-in Business Central – Dataverse Connection Setup, making integration easier and secure. If you choose to run initial synchronization, Business Central reviews the data in both applications and provides recommendations for how to approach initial synchronization. 

1. Full synchronization – The data exists only in Business Central or only in Dataverse. In this case, you should fully synchronize the data from the system that contains it to the other system.
2. No synchronization – The same data already exists in both Business Central and Dataverse. Running a full sync would create duplicates, so the recommended action is to couple the existing records instead of syncing.
3. Dependency not satisfied – Data is present in both systems, but it can’t be synchronized because it relies on another row or table that has a No synchronization For example, if customers can’t be synchronized, then contacts linked to those customers can’t be synchronized either.

Step 1: Open ‘Assisted Setup’ page and expand ‘Connect with other systems’ and click on ‘Set up a connection to Dataverse’ to run the setup.

Step 2: Once the ‘Dataverse Connection Setup’ page is opened, check the ‘Enable data Synchronization’ which will be enabling the sync between Business Central and Dataverse. Click next to move to next screen.

Step 3: : In the ‘Set up the Connection’, enter/ choose the Dataverse environment to which you want to setup. If there are no environments, create one and use it in this screen. Click next to setup further.

Step 4: Click on the ‘Show synchronization recommendations’ to view the list of recommended synchronization tables along with the synchronization directions, table name in Dataverse and some more details. Click ‘Next’ to setup further.

Step 1: Open ‘Dataverse Connection Setup’ page, In the ‘Environment URL’ you can see the URL of the Dataverse environment you’ve chosen/ configured. When the action -> Home -> ‘Test Connection’ is selected, It will test the connection and provide a confirmation message to assure the connection validity.

Step 2: Create a new customer.

Step 3: The newly created customer will be automatically synchronized based on the setup. Also, we can manually trigger a synchronization related stuffs for this record by selecting Actions -> Synchronize, which will list multiple sub-actions. The ‘Set Up Coupling’ will allow us to choose the coupling setup and the ‘Synchronize’ will trigger a manual synchronization and ‘Account’ will open up the Dataverse record in a new tab and the final action ‘Synchronization Log’ will list the history of synchronization with respect to this record along with their status, date time and so on.

Step 4: Similarly, the newly created record is listed in the respective table in Power Apps.

Step 5: The below image shows the same record in ‘Sales Hub’ App of the Dynamics CRM which has the same Dataverse. In this record, there is an action to open the respective coupled record in Business Central.

The Job Queue for all the synchronization were present in Business Central; users can configure the ‘Recurrence’ for them in the ‘Job Queue Entry Card’. Below is an example of a Job Queue entry named ‘Integration Synch. Job Runner’ for ‘Customer’ table.

• Use Sandbox environments for testing
• Restrict sync to necessary data only (use filters)
• Schedule sync during off-peak times
• Ensure user fields are standardized in both the systems(email, phone, names)
• Regularly monitor sync errors

Challenge	Mitigation Strategy
Duplicate records	Use coupling instead of full sync
Ownership conflicts	Define system-of-record per table
Performance impact	Apply filters and limit synced fields
Sync failures	Monitor logs and job queue regularly
Security exposure	Align Dataverse roles with BC permissions

Integrating Business Central with Dataverse unlocks powerful capabilities across the Microsoft ecosystem. You can synchronize key master data, use BC data inside Power Apps, automate processes with Power Automate, and achieve a unified, streamlined workflow.

With correct setup and monitoring, this integration can significantly improve data accuracy, reduce manual entry, and strengthen cross-application processes.

While the Assisted Setup simplifies initial configuration, organizations often require expert guidance when custom tables or extensions are involved, multiple Dataverse environments exist, data ownership rules are complex, or Business Central relates to CRM, Power Apps, and third-party systems.