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Auto-apply templates when you synchronize data with Dataverse

Enabled for Public preview General availability
Users, automatically - Oct 4, 2024

Business value

Businesses often enrich data that's synchronized between Business Central and Dataverse by using templates that make the data ready to use in either application. When you use a configurable, rule-based, and automated way to select templates to apply during data synchronization, you don't need to extend your integration solutions with these rules. This approach makes integration between Business Central, Dataverse, and Dynamics 365 apps faster and more cost effective.

Feature details

For example, when you synchronize account data from Dataverse to the customer table in Business Central, you might want to apply different configuration templates for domestic or foreign customers. Configuration templates can contain different posting groups and other settings for the customer records that synchronization creates. The synchronization engine chooses a configuration template based on the country specified for the account record in Dataverse.

On the Integration Table Mapping page, you can specify multiple configuration templates and define filters for when to apply them by choosing the link in the Table Config Template Code and Int. Tbl. Config Template Code fields.

Shows Integration Table Mapping's templates columns.

The Table Config Template Code and Int. Tbl. Config Template Code fields show different values depending on the number of templates that you configure for a specific integration table mapping:

  • If you configure a single configuration template, the field shows the name of the configuration template to stay compatible with current capabilities.
  • If you configure multiple configuration templates, the field shows the number of configured configuration templates.

To set up the configuration template to apply when you synchronize data to Business Central, choose the link in the Table Config Template Code field on an integration table mapping to open the Table Config Templates page. On the Table Config Templates page, you can add multiple configuration templates. For each configuration template, you can specify a Filter field to determine which template to apply. The Priority column determines the order in which the filters for each configuration template are evaluated.

Shows Table Config Templates page with Template Code, Filter, and Priority columns.

The same behavior happens when you select a link in the Int. Tbl. Config Template Code field.

Geographic areas

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Language availability

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Additional resources

Mapping the tables and fields to synchronize (docs)