In this article, we will cover the basics of creating a Basic Dynamics 365 Business Central Sales Order Integration.
This integration will go into Dynamics 365 Business Central through the Sales Order entity.
To follow along with a step-by-step demonstration, click here, or watch the video below:
- First, you will need to create a data source. Go to the Data Sources tab at the top of the screen and select Create. Find the data source you want to create. In this example, I will be using a Microsoft Excel File. Find the Excel file you want to use and enter it into the Excel Workbook section. Make sure to fill out the name and select the sheet. Finally, press preview to make sure everything is working as expected
Once everything looks correct, press save and move to the next steps. - The next step is to create an integration. Once again, go to the Integrations Tab and select Create on the left.
- You can now set up the integration. First, you will need to give it an ID. The ID can be anything, but we recommend using something relevant to your integration process (for example: BC_SalesOrders). Next, you will fill out the description and move down to the Source & Destination section. If you are also using an Excel File source, you can select File/Folder. In any other scenario, you will need to select the type of Data source you set up in the first step. You will find the data source you made in step one in the Data Source field. Finally, the most important part is the Data Source Keys. You will need to find the unique value(s). In my instance, the ‘Order Date’ and the ‘Sell to Customer Name’ will work.
- Next, we will move to the Destination. Select ‘Dynamcis 365 Business Central OData’ for this example. Then select your Dynamics 365 Business Central connection from the instances list. Then for the Services Select SalesOrder. Finally, make sure you check the box for ‘Include Linked Entities’ underneath the services box. This will attach the sales order to the lines automatically.
- For the map, we will map just a few basic fields to get this integration up and running. Below is an example of what you should fill out for the ‘SalesOrder’ Node. The basics I selected to map.
Next, I selected ‘update existing’ in the top right. After that, you will navigate to the left pane and select the grouping. This is important, as you will need to select the exact same fields as your data source key(s) for the grouping. In this example, I used ‘Sell_to_Customer_name’ and ‘Order_date’. - Finally, for the Sales order lines, the basic fields are the Quantity and Number (No.) for the fields you should have mapped. Dynamics 365 Business Central will then default the rest of the data based on the product that is attached.
You Shouldn’t select update if existing and don’t group on anything on this window. - Once you have finished the setup, the integration is complete. Click ‘run’ to see the records in Dynamics 365 Business Central!
Have questions about setting up a basic D365 Business Central Sales order integration or other solutions? Feel free to send us an email at support@eonesolutions.com
