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Velosio

Leverage the Power of Dynamics 365 Business Central and D365 for Sales Integration


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    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.

    Dynamics 365 Business Central and Sales integration

    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.

    Dynamics 365 Business Central and CRM integration setup

     

    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 CentralSalesSynchronization Direction
    Salesperson/PurchaseUserBusiness CentralSales
    CustomerAccountBusiness CentralSales
    ContactContactBusiness CentralSales
    CurrencyTransaction CurrencyBusiness CentralSales
    Unit of MeasureUnit GroupBusiness CentralSales
    ItemProductBusiness CentralSales
    ResourceProductBusiness CentralSales
    Customer Price GroupPrice ListBusiness CentralSales
    Sales PriceProduct Price ListBusiness CentralSales
    OpportunityOpportunityBusiness CentralSales
    Sales Invoice HeaderInvoiceBusiness CentralSales
    Sales Invoice LineInvoice ProductBusiness CentralSales

    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

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