Microsoft Dynamics 365 Business Central is a comprehensive business management solution. The Microsoft Dynamics/Grow integration helps you make data-driven decisions by providing enhanced data analysis, improved reporting and intuitive data visualization.
In this article, we will cover:
Connecting to Microsoft Dynamics 365 Business Central
Here are the steps to connect your Microsoft Dynamics 365 account to Grow:
- Navigate to Data > Connections.
- Select the blue + Connect button.
- From the list of Connections, search and select Microsoft Dynamics Business Central.
- Click Connect to Microsoft Dynamics Business Central.
- Enter your Microsoft account credentials in the log-in window.
You can now get the data from your Microsoft Dynamics account on Grow.
Understanding Data Warehouse
You can store the relevant data from your Microsoft Dynamics 365 Business Central account in Grow using the Data Warehouse feature. Refer to Data Warehouse to know how.
The Data Warehouse feature comes with in-built table options for easier understanding of your data. The list of available tables depend on your data source.
Using Warehouse Tables
The list of available tables depend on your connection.
Suggested Tables
- Accounts
- CashFlow Statements
- Customers
- General Ledger Entries
- Payment Terms
- Purchase Invoices
- Sales Credit Memos
- Sales Invoices
- Sales Orders
Understanding Sync Intervals
Grow provides you with two different sync options for your data.
Full Sync
The default sync interval for warehouse tables is 1 week.
Incremental Sync
Incremental Sync is available for all warehouse tables available for this connection. The default incremental sync interval is 1 hour.
To learn more about sync intervals and how to adjust the default settings, please visit the Sync section of the Data Warehouse help article.