Knowledge Base
Creating a Dynamics 365 Business Central Real-time Data Source
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- Using a Restriction
- Adding a Run Map Task
- Adding an Email Task
- Defining Remaining Options
- Using a Custom Rolling Column
- Using a Translation
- Using a Date Calculation
- Using a Calculation
- Performing the Field Mapping
- Determining Source Grouping
- Defining an Integration Target
- Defining an Integration Source
- Populating the Integration Details
- Using a MultiList Option Lookup
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Lookup
- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics CRM
- Setting up a Dynamics CRM Connection
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Using a Relationship
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Using an Odata Field Lookup
- Creating a Dynamics 365 Business Central Change Data Source
- Creating a Dynamics 365 Business Central Real-time Data Source
- Setting up a Dynamics 365 Business Central Connection
- Connecting to Dynamics 365 Business Central using an OAuth Token
- Using a Page Field Lookup
- Using a Page Key Field Lookup
- Setting up an Integration to Dynamics 365 Business Central
- Creating a Dynamics 365 Business Central Bulk Data Source
- Using an Activity Party
- Using an Entity Lookup
- Connecting to Dynamics 365 Customer Engagement using an OAuth Token
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Setting up an Integration to Dynamics 365 Sales
- Creating a Dynamics 365 Sales Real-Time Data Source
- Creating a Dynamics 365 Sales Change Data Source
- Creating a Dynamics 365 Sales Bulk Data Source
- Setting up a Dynamics 365 Sales Connection
- Using an Entity Reference
- Using a MultiList Option Lookup
- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics CRM
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Reference
Creating a Dynamics 365 Business Central Real-time Data Source
- In SmartConnect navigate to Data Sources > Realtime Triggers.
- Click ‘Create Realtime Trigger’ in the top right of the screen.
- Select ‘Dynamics 365 Business Central Odata Real Time’ from the list.
- Description – Friendly description for data source.
- Connection – Select a Dynamics 365 Business Central connection
- Company – Select the Company to track.
- Note: If this trigger is needed on multiple companies, a separate data source will need to be created for each company.
- Entity – Select the table to track.
- Click ‘Select Fields’ and select the desired fields to add to the source query.
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- Click ‘Save’ to close the window.
- Optionally, click ‘Add linked service’ to include additional details beyond the standard fields.
- In the Linked service selection window select the service to link.
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- Click the ‘Select fields’ button on the linked service to add desired fields from the linked service.
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- Optionally, add additional fields from a child service of the linked service by click the ‘Add child service’ button.
- Click ‘Select fields’ to select any fields desired from the child service.
- Repeat steps a-c for other Linked Entities as desired.
- Click Save.

- Navigate to Processes > Integration Processes > Click Add new.
- Provide an Integration Id and Description.
- Click on the ‘Source’ tab
- Source Type – Select ‘Real-Time Event’.
- Source – Select ‘Dynamics 365 Business Central Odata Real-Time Data Source’.
- Data Source – Select the previously configured data source.
- Entity – Will automatically populate with the Entity to which the source is linked.
- Add at least one field to the Group By list
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- Map at least one field to the destination to save the integration.
- Click Save.
- Click Register.
- At the bottom of the screen check the boxes for events that will trigger the integration.
- Click Register.
- Trigger is now registered in Business Central.
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