Setting Up User Accounts for Integrating with Common Data Service

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

Setting Up the Administrator User Account

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

Setting Up the User Account for the Integration

You must create a dedicated user account in your Office 365 subscription that both Business Central and Common Data Service can use to synchronize data. This user account must be able to sign in to Common Data Service, which means this user must have a license for Common Data Service and at least one security role assigned to it in Common Data Service. After the connection is set up, Business Central will assign the user account the security roles that it needs in Business Central.

Important

Do not use the administrator account for Common Data Service for synchronization. Doing so will break the synchronization.

Permissions and Security Roles for User Accounts in Common Data Service

When you install the CDS Base Integration Solution, permissions for the integration user account are configured. If those permissions are changed you might need to 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 Common Data Service
Integrating with Dynamics 365 Sales