web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
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?

(0) ShareShare
ReportReport
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
I have the same question (0)
  • Suggested answer
    Gearoid Profile Picture
    Gearoid on at

    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!

  • RSTSi Profile Picture
    RSTSi 30 on at

    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?

  • Verified answer
    Gearoid Profile Picture
    Gearoid on at

    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. 

  • Maqsood Ahmad Profile Picture
    Maqsood Ahmad 10 on at

    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 2,917

#2
Jainam M. Kothari Profile Picture

Jainam M. Kothari 1,161 Super User 2025 Season 2

#3
YUN ZHU Profile Picture

YUN ZHU 1,025 Super User 2025 Season 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans