Customers integration

Customers Integration

This feature is introduced to integrate the Customers created in Project Operations be seamlessly integrated with Business Central. The standard functionality of Customer creation in Project Operations is synchronized with Business Central through the Dataverse Connection setup.

Any changes (creation, modification, update, deletion) made to Customers in Project Operations will automatically synchronize with Business Central. Ensures consistency and accuracy of customer data across both platforms.

A new ‘Company’ and ‘Company Name’ fields have been introduced on the Customer details form in Project Operations. Users can define which company in Business Central to integrate the customer with, ensuring customers are linked to specific companies in Business Central.

Sales > Customer > Customer details > evergreen tab

Integrate Customers in Business Central

A new table, “Dataverse Customers” has been introduced in Business Central to streamline the integration of customers from Project Operations. This integration ensures seamless synchronization and supports both manual and automatic updates between Project Operations and Business Central.

Users can create, modify, update or delete customers from Project Operations directly into Business Central.

Users can select a record in the Dataverse Customers form and manually trigger the “Create Business Central” button. This action will create customers in Business Central or update existing records if modifications are made in Project Operations.

A “Coupled” field in the Dataverse customers table switches to “Yes” upon successful creation of the customers in Business Central.

Customers (from Navigation Menu) >Dataverse > Dataverse-Customers

Customers (from Navigation Menu) > Business Central > BC Customers

Automatic Integration

Dataverse customers table facilitates automatic integration of customers from Project Operations to Business Central. Users have the option to configure batch processes that automatically create or update customers in Business Central based on changes made in Project Operations.

Administration (From Navigate menu) > Job Queue Entries

Customers deletion

A new table, “Dataverse Deleted Customers” has been introduced in Business Central to streamline the integration of deleted customers from Project Operations. This integration ensures seamless synchronization and supports both manual and automatic deletion between Project Operations and Business Central.

Users can select a record in the Dataverse Deleted Customers form and manually trigger the “Create Business Central” button. This action will delete Customers in Business Central.

A “Coupled” field in the Dataverse Deleted Categories table switches to “Yes” upon successful deletion of the customers in Business Central.

Automatic Integration

Dataverse Deleted Customers table facilitates automatic integration of customers deletion from Project Operations to Business Central. Users have the option to configure batch processes that automatically deletes the contacts in Business Central.

Customers (from Navigation Menu) >Dataverse > Dataverse Deleted Customers

Customers (from Navigation Menu) >Business Central >BC Deleted Customers