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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Dataverse Connection S...
Small and medium business | Business Central, N...
Suggested Answer

Dataverse Connection Setup Coupled Business Unit

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Posted on by TESDEveloper 12

We are setting up the Dataverse Connection Setup between Business Central and CRM. 

We have a Business Unit in CRM which we would like to use, but Business Central has created a new Business Unit as expected.

Is it possible to change Business Central to look at a different Business Unit? It seems to suggest this is possible here with no indication on how to perform this?

https://docs.microsoft.com/en-us/dynamics365/business-central/admin-cds-company-concept#choosing-a-different-business-unit

Any help is appreciated.

I have the same question (0)
  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels on at

    Hello,

    If you create a new company in BC, you can logon to that company. From there, search for dataverse conn and next to teams model the business unit can be choosen.

    Thanks.

  • TESDEveloper Profile Picture
    TESDEveloper 12 on at

    Hello,

    As soon as I enter a URL into the Dataverse Connection Setup it defaults the Business Unit Group and I cannot edit this. Is that what you experience too?

    Thank you.

  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels on at

    Hello,

    Unfortunately not. In SaaS I ran assisted setup and configured Dataverse connection. From there did the necessary, synched all entities. Then I created a new company, after creation / initialization, I changed company via My Settings in BC. From there I reran assisted setup and it defaults to the second Business Unit.

    in CRM, the business unit connects to the same parent business.

    Thanks.

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