Elevate CloudStore

Overview

Elevate CloudStore is a Business Central extension that enables you to automatically export data from selected Business Central tables to cloud storage. You define what data to sync by creating packages - each package specifies which tables and fields to include, how the data should be synchronised, and where it should be stored.

Key Benefits

• Flexible data export - Choose exactly which tables and fields to sync to the cloud.
• Incremental or full sync - Run a complete export or sync only records that have changed since the last run.
• Delete after sync - Optionally remove source records after they have been successfully exported (restricted to an approved allow list of tables for safety).
• Scheduled automation - Use Business Central's built-in Job Queue to run sync packages on a recurring schedule.
• Full audit trail - Every sync run is logged so you can review activity, spot errors, and confirm successful exports.
• Multi-company visibility - See at a glance which companies have active Cloud Sync packages from the Companies list.

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Setup Guide

Prerequisites

• A supported version of Microsoft Dynamics 365 Business Central.
• Appropriate licences and permissions to install extensions (see Permission Sets Required).
• Cloud storage connectivity configured by your system administrator (e.g., Azure Blob Storage or another supported target).

Step-by-Step Configuration

Quick Setup: You can also use the Cloud Sync Setup Wizard to create a package in a few guided steps. Search for Assisted Setup and look under the Equerra Extensions group, or follow the manual steps below.

1. Install the extension

   • Install Elevate CloudStore from your extension management page or through your administrator.
   • On first install, a default Delete Allow List is created automatically with common posted-document tables (e.g., Sales Invoice Header, Purchase Receipt Header, Change Log Entry, etc.). This can be updated by your admin upon request.

2. Open the Cloud Sync Packages list

   • Use the search bar and type Cloud Sync Packages to open the package list page.

3. Create a new package

   • Click New to open a blank Package Card.
   • Enter a unique Code (e.g., SALESINV).
   • Configure the Package Settings section:

   Field	Description
   Code	The unique identifier for this cloud sync package.
   Enabled	Turn on to activate this package for scheduled sync runs. Configuration fields are locked while enabled. Only enable once all other settings are configured.
   Overlap Time (Seconds)	A safety buffer in seconds subtracted from the last sync timestamp to guard against missed records between runs. Defaults to 5.
   Company Filter	Optional filter for companies that this package runs against. Leave blank to include all companies. Supports filter syntax such as Company A|Company B.
   Endpoint	The HTTPS endpoint URL that data is sent to for all tables in this package. Must start with https://.
   Endpoint Version	The endpoint version to use when syncing. This allows for different data schemas across versions.
   Minutes Between Runs	The number of minutes between scheduled runs for this package. Individual tables can override this with their own schedule. If blank, defaults to 24 hours.

4. Add source tables

   • In the Source Tables section of the Package Card, add one or more Business Central tables you want to export.
   • The following fields are available for each source table:

   Field	Description
   Table No.	The ID of the Business Central table whose records will be synchronised.
   Table Name	The name of the source table, populated automatically from the Table No. (read-only).
   Sync Mode	Full Sync exports all records on every run. Incremental Sync exports only records changed since the last run.
   Use Table Schedule	When enabled, this table runs on its own independent schedule rather than with the rest of the package.
   Minutes Between Runs	The interval in minutes between scheduled runs when using a table-level schedule. Only editable when Use Table Schedule is enabled.
   Included Fields	Shows the number of fields currently marked for inclusion. Click to open the Field Selection page.
   Table Filter	An optional filter to limit which records in the source table are synchronised. Click to open the filter builder.
   Log Entries	The number of sync log entries recorded for this table (read-only).
   Delete After Sync	When enabled, source records are removed from Business Central after a successful sync. Only available for tables on the Delete Allow List and requires a table filter to be set.
   Deletion Batch Size	The number of records to delete per transaction batch. Applies only when Delete After Sync is enabled.

5. Select fields

   • For each source table, open the Field Selection page to choose which fields to include in the export.
   • Mark fields with Include Field and optionally set an Export Field Name to rename the field in the output.

6. Enable the package

   • Toggle the Enabled switch on the Package Card. The package must have at least one table with at least one included field before it can be enabled.
   • While enabled, configuration fields are locked to prevent accidental changes during active syncing.

7. Schedule or run the sync

   Elevate CloudStore provides scheduling and on-demand run options at both the package and individual table level. The package must be Enabled before any of these actions become available.

   Package-level actions (found on the Package Card):

   Action	What it does
   Schedule Cloud Sync	Creates or opens a Job Queue Entry that runs the entire package on a recurring schedule. The interval is controlled by the Minutes Between Runs field in Package Settings.
   Run Package Cloud Sync Now	Immediately triggers a sync for all tables in the package without waiting for the next scheduled run. Useful for testing or one-off exports.

   Table-level actions (found on the Source Tables list, per table row):

   Action	What it does
   Schedule Table Sync	Creates or opens a Job Queue Entry for this specific table, allowing it to run on its own independent schedule. Requires Use Table Schedule to be enabled and Minutes Between Runs to be set on the table.
   Run Table Sync Now	Immediately triggers a sync for this single table only. Helpful when you need to re-sync one table without running the entire package.

   Tip: You can also Preview Payload from the Source Tables actions to see the JSON output that would be sent for a table - without actually sending any data.

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How to Use

Typical Workflow

1. Create a package defining which data to export.
2. Select tables and fields relevant to your reporting or archiving needs.
3. Enable the package and schedule it through the Job Queue.
4. Monitor sync activity by reviewing the Cloud Sync Log page.
5. Adjust as needed - disable the package to make changes, then re-enable.

Example Scenario

Scenario: Your organisation needs to archive posted sales invoices to cloud storage nightly and then remove them from Business Central to manage database size.

1. Open Cloud Sync Packages and create a new package with code SINV-ARCHIVE.
2. Add table Sales Invoice Header (112) and Sales Invoice Line (113) as source tables.
3. Set the Sync Mode to Incremental Sync for both tables.
4. Enable Delete After Sync for both tables (these are on the allow list by default) and set an appropriate Deletion Batch Size.
5. Open the Field Selection for each table and mark the fields you need in your cloud archive.
6. Toggle Enabled to on.
7. Schedule the package to run nightly via the Job Queue.
8. Check the Cloud Sync Log the next morning to confirm records were exported and deleted successfully.

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Permission Sets Required

Users who configure and run Elevate CloudStore packages should have sufficient permissions to:

• Access the Cloud Sync Packages, Cloud Sync Log, and Cloud Sync Delete Allow List pages.
• Create and manage Job Queue Entries (for scheduling).
• Read data from any Business Central tables included in sync packages.

Consult your system administrator to ensure the appropriate permission sets are assigned to your user account.

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FAQ

Q: Can I sync any table in Business Central? A: You can add any table as a source for export. However, the Delete After Sync option is only available for tables that appear on the Cloud Sync Delete Allow List to prevent accidental data loss.

Q: What is the difference between Full Sync and Incremental Sync? A: Full Sync exports all records in the table every time the package runs. Incremental Sync only exports records that are new or changed since the last successful sync, which is faster and reduces data transfer.

Q: Can I edit a package while it is enabled? A: No. You must disable the package first, make your changes, and then re-enable it. This ensures that configuration is not modified while a sync is in progress.

Q: What happens if a sync fails? A: The error is recorded in the Cloud Sync Log with an Error activity type. Review the log entry for details, correct the issue, and re-run or wait for the next scheduled run.

Q: Can I run a sync manually? A: Yes. You can trigger a sync run from the Package Card or Package List without waiting for the scheduled Job Queue entry.

Q: What tables are on the Delete Allow List by default? A: The following tables are pre-approved for deletion after sync:

• Change Log Entry
• Sales Shipment Header & Lines
• Sales Invoice Header & Lines
• Sales Credit Memo Header & Lines
• Return Shipment Header & Lines
• Return Receipt Header & Lines
• Purchase Receipt Header & Lines
• Purchase Invoice Header & Lines
• Purchase Credit Memo Header & Lines

Q: Is there a quick way to set up a package? A: Yes. Search for Assisted Setup and look under the Equerra Extensions group. Select Set up Cloud Sync to launch a wizard that guides you through creating a package, adding source tables, and enabling it - all in a few steps.

Q: Can I add more tables to the Delete Allow List? A: The Delete Allow List is managed during installation and upgrade. Contact your system administrator or partner if you need additional tables added.

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Updated Pages and Field Changes

New Pages

Page	Type	Description
Cloud Sync Packages	List	Displays all configured sync packages. Open a card to configure details.
Cloud Sync Package Card	Card	Configure a package: set the code, enable/disable, add source tables, and select fields.
Source Tables	List Part	Embedded in the Package Card. Add tables, choose sync mode, and configure deletion options.
Field Selection	List	Select which fields from a source table to include in the export. Optionally rename fields for the output.
Cloud Sync Log	List	Read-only log of all sync activities (Start, End, Error) for audit and troubleshooting.
Cloud Sync Delete Allow List	List	Read-only view of tables approved for the Delete After Sync feature.
Cloud Sync Setup Wizard	Wizard	A guided setup wizard accessible from Assisted Setup under the Equerra Extensions group. Walks you through creating a package, adding tables, and enabling the package in a few steps.

Page	Change
Companies	Added a Cloud Sync Setup column that indicates whether the company has one or more enabled Cloud Sync packages.

Key Fields

Field	Found On	Description
Code	Package Card	Unique identifier for the sync package.
Enabled	Package Card / Package List	Activates or deactivates the package.
Overlap Time (Seconds)	Package Card	Safety buffer in seconds subtracted from the last sync timestamp to guard against missed records.
Company Filter	Package Card	Optional filter for which companies the package runs against.
Endpoint	Package Card	The HTTPS endpoint URL that data is sent to.
Endpoint Version	Package Card	The endpoint version to use when syncing.
Minutes Between Runs	Package Card	Minutes between scheduled runs for the package.
Table No.	Source Tables	The Business Central table to sync.
Table Name	Source Tables	The name of the source table (read-only, auto-populated).
Sync Mode	Source Tables	Full Sync or Incremental Sync.
Use Table Schedule	Source Tables	Enables an independent schedule for this table.
Minutes Between Runs	Source Tables	Interval in minutes for the table-level schedule.
Included Fields	Source Tables	Count of fields marked for inclusion (drilldown to Field Selection).
Table Filter	Source Tables	Optional filter to limit which records are synchronised.
Log Entries	Source Tables	Count of sync log entries for this table.
Delete After Sync	Source Tables	When enabled, removes synced records (only for allowed tables).
Deletion Batch Size	Source Tables	Number of records to delete per batch.
Include Field	Field Selection	Marks a field for inclusion in the export.
Export Field Name	Field Selection	Optional custom name for the field in the exported output.