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MS Dynamic Business Central - Set- Up & Data Mapping Guide

A complete guide to connecting your MS Dynamic Business Central environment to Optiply and an overview of the general data mapping requirements.

Written by Carla Domingos
Updated this week

🔗 MS Dynamic Business Central: Setup & Data Mapping Guide

Welcome to the setup guide for MS Dynamic Business Central! By establishing this link, Optiply can seamlessly read your data to automate your purchasing processes.

Follow the steps below to connect your system and learn how your data needs to be structured.

🛠️ 1. How to Connect MS Dynamic Business Central

Step 1:

Access Integrations Log in to your Optiply account. Navigate to Settings, click on Data Management, and then select the Integrations tab.

Step 2:

Add a Source. Click the + Add a source button located on the top right.

Step 3:

Select Your System From the list of available integrations, locate and select MS Dynamic Business Central.

Step 4:

Configure Credentials You will be prompted to enter your specific connection credentials for [Integration Name] (such as your Environment Name, Host, User, or Database details, depending on your system's specific requirements).

Step 5:

Connect Once your details are entered, click Connect. If the credentials are correct, a synchronisation job will automatically trigger in the background, indicating that your connection is active and your data is syncing!

🗺️ 2. General Data Mapping Requirements

When connecting MS Dynamic Business Central to Optiply, your data (whether stored in database tables or flat CSV files) must match the standard Optiply schema. This ensures our system can accurately read your inventory, suppliers, and sales history.

Instead of a complex custom setup, we require your data to be organised into standard entities. Every table or file must include a unique identifier (remoteId) and a timestamp tracking the last change (updated_at, used as a replication key).

Here is a general overview of the core tables/files required for a successful integration:

  • Products (products): Your catalogue, including item names, current physical stock levels, and tracking statuses.

  • Suppliers (suppliers): Your vendor details, names, and contact emails.

  • Supplier Products (supplier_products): The link between your products and suppliers, detailing purchase prices, minimum order quantities, and lead times.

  • Sell Orders & Lines (sell_orders, sell_order_lines): Your historical and current sales transactions, used to forecast future demand.

  • Buy Orders & Lines (buy_orders, buy_order_lines): The purchase orders you have placed with your suppliers.

  • Receipt Lines (receipt_lines): A log of the physical stock deliveries you have received.

  • Product Compositions (product_compositions): (Optional) Details the specific parts and quantities needed to build assembled products.

💬 Need More Details?

If you need the exact technical schema (including character limits, boolean rules, and required fields) for your specific database setup, or if you need help structuring your data, please reach out to our team at support@optiply.nl and we will gladly provide you with the detailed technical documentation.

🛑 3. Disconnecting MS Dynamic Business Central

If you ever need to disconnect this source from Optiply:

  1. Navigate back to Settings > Data Management > Integrations.

  2. Locate your connected MS Dynamic Business Central source and click on the Credentials tab.

  3. Scroll to the bottom of the Disconnect source section and click Disconnect.

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