Setting Up User Accounts for Integrating with Microsoft Dataverse

Note

Effective November 2020:

  • Common Data Service has been renamed to Microsoft Dataverse. Learn more
  • Some terminology in Microsoft Dataverse has been updated. For example, entity is now table and field is now column. Learn more

This article provides an overview of how to set up the user accounts that are required to integrate Dataverse with Business Central.

Setting Up the Administrator User Account

You must add your administrator user account for Business Central as a user in Dataverse. When you set up the connection between Business Central and Dataverse we will use this account one time to install and configure some required components.

Permissions and Security Roles for User Accounts in Dataverse

When you install the CDS Base Integration Solution, permissions for the integration user account are configured. If those permissions are changed manually you can reset them. You can do that by reinstalling the CDS Base Integration Solution by choosing Redeploy Integration Solution on the Common Data Service Connection Setup page. The Business Central CDS Integration security role is deployed.

See Also

Integrating with Microsoft Dataverse
Integrating with Dynamics 365 Sales

Note

Can you tell us about your documentation language preferences? Take a short survey.

The survey will take about seven minutes. No personal data is collected (privacy statement).

In This Article
Back to top Generated by DocFX