Microsoft Dynamics 365 Business Central offers a wide range of functionality for small and medium sized businesses. D365 Business Central can manage your financials, automate and secure your supply chain, optimize your operations, and monitor overall performance. Meanwhile, your sales and customer service teams can give intelligent feedback from Microsoft Dynamics 365 for Sales. Both D365 Business Central and D365 for Sales deliver the value that every business search for — and with the built-in connector, Microsoft has made it easy for businesses to leverage the power of both systems. The integration allows you to work with and synchronize data types that are common to both services and keep the data up-to-date in both locations.

How It Works

To set up the connection, Microsoft Dynamics 365 for Sales will need to be imported with an administrative user account with the following security roles assigned.

• System Administrator
• Solution Customizer

Next, under the assisted setup in D365 Business Central, there is a guide that helps create the connection.

After going through the assisted setup, it will verify that the connection was successful, and the settings are valid. Once this is complete, the data can be synchronized for the defined set of out-of-the-box tables.

What Can Be Synchronized

The integration can handle a defined set of tables that are listed below.  Some of which are considered bidirectional, while some data can only be synched in one direction.

Business Central	Sales	Synchronization Direction
Salesperson/Purchase	User	Business Central		Sales
Customer	Account	Business Central		Sales
Contact	Contact	Business Central		Sales
Currency	Transaction Currency	Business Central		Sales
Unit of Measure	Unit Group	Business Central		Sales
Item	Product	Business Central		Sales
Resource	Product	Business Central		Sales
Customer Price Group	Price List	Business Central		Sales
Sales Price	Product Price List	Business Central		Sales
Opportunity	Opportunity	Business Central		Sales
Sales Invoice Header	Invoice	Business Central		Sales
Sales Invoice Line	Invoice Product	Business Central		Sales

If you'd like to learn more about integrating Dynamics 365 Business Central and Dynamics 365 for Sales, contact Velosio today.

By Velosio www.velosio.com

January 4, 2019 by Velosio

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Tags: CRM integration, dynamics 365 business central, dynamics 365 for sales
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