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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Should I connect BC to...
Small and medium business | Business Central, N...
Answered

Should I connect BC to CDS, D365 Sales, Both, or None?

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Posted on by RSTSi 30

Hi all,

Pretty clueless when it comes to BC, I mostly work in Dynamics 365 Sales.

A customer of ours has asked to integrate a Business Central installation with Sales.

After doing some research & Microsoft Learn modules, I'm still torn on what would be the best way to natively have data sync between BC as a main point of truth & Sales as a CRM add-on.

I'm hoping some of you more experienced fine folk could potentially help me out.

The situation:

  • Use BC for everything, but
  • Use Sales for Lead & Opportunity Management

Which of the following would be the best way to connect the two apps? Or am I wrong completely?

  1. Use the Set up Dynamics 365 Sales connection wizard from BC's Assisted Setup
  2. Use the Set up the Common Data Service connection wizard from BC's Assisted Setup?
  3. Use both of the above
  4. Couple specific tables to their respective entities to limit the functionality of Sales to ONLY manage Leads & Opportunities
  5. None of the above

Any and all help would be appreciated

Thanks heaps,

RSTSi

Categories:
Dynamics 365 Business Central
  • Maqsood Ahmad Profile Picture
    Maqsood Ahmad 10 on at
    RE: Should I connect BC to CDS, D365 Sales, Both, or None?

    Hi Simon,

    How did you fix this problem? I'm also getting exactly the same issues for all these 4 entities with the same recommendations

    Regards,

    Maqsood

  • Verified answer
    Gearoid Profile Picture
    Gearoid on at
    RE: Should I connect BC to CDS, D365 Sales, Both, or None?

    Hi Simon,

    Looks like the errors you are seeing require some investigation & troubleshooting. I would recommend opening a support ticket with Microsoft via your Solution Provider or Business Central Partner. 

  • RSTSi Profile Picture
    RSTSi 30 on at
    RE: Should I connect BC to CDS, D365 Sales, Both, or None?

    Hi Gearoid,

    Thanks for the link, has definitely pointed me in the right direction.

    I'm unfortunately getting an error: Dependency not satisfied.

    Please see the image below:
    Dependency-not-satisfied.png

    I tried following Microsoft's tutorial on YouTube regarding this process using trial accounts, but I get the same results.

    Is there something I'm missing or doing incorrectly?

  • Suggested answer
    Gearoid Profile Picture
    Gearoid on at
    RE: Should I connect BC to CDS, D365 Sales, Both, or None?

    Hi Simon,

    As you are integrating for the first time, we recommend that you do so through Common Data Service. See following document for more details:

    docs.microsoft.com/.../admin-upgrade-sales-to-cds

    Hope that helps!

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