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Jack Boyer, Boyer & Associates

Can you DIY or should you get help to integrate Dynamics 365?

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Integrating Dynamics 365 Business Central with Dynamics 365 for Sales can improve your company’s efficiency. Keeping the data current in both systems at once cuts down on manual re-entry, saves time and reduces errors.

The integration also allows your employees to work smarter. For example, a salesperson working in Dynamics 365 for Sales can use the price lists and inventory availability in Business Central to give a customer an accurate quote and delivery window when creating the sales order.

The below record types can all be synchronized between Dynamics 365 for Sales and Business Central. You can choose which record types you want to sync or choose to sync all available. Arrows indicate whether the records synchronize both ways or only one way.

Dynamics 365 integration chart

The process to integrate Dynamics 365 uses mappings or “couplings” to associate specific types of data records in the two apps to avoid duplication. There are several rules and a set order for how to couple data. For example, you must synchronize your users in Sales with Salesperson records in Business Central before you can synchronize the Sales Accounts and Business Central Customers.

Microsoft offers an assisted setup guide in Business Central to walk you through the process of connecting the two systems. You can then test that everything is working properly before beginning the actual synchronization process.

The task sounds simple enough, and in some cases, it is. We can say from firsthand experience that the two systems truly do work well together. However, we’ve also learned firsthand that connecting the systems can quickly turn into a bigger task than you might think.

When to get help for your Dynamics 365 integration

You might want help integrating the two systems if any of the following conditions exist:

  • New to ERP – Because Dynamics 365 Business Central is a complete Enterprise Resource Planning (ERP) system, it’s more complex than a simple accounting software. This means that seemingly simple tasks can quickly become more complicated than you might expect.
  • Short on Time — The synchronization process won’t take weeks, but it will take hours. If you don’t have adequate time to create the settings and test the process, you might want to delegate the task.
  • Mixing SaaS and On-Premise — While this is not common, if you do have one system in the cloud and one on-premise, synchronization will be a more complicated process.
  • Other Apps/Integrations — Any apps or other integrations that affect workflow or processes within Dynamics 365 for Sales could potentially disrupt the system’s ability to sync with Business Central. Dynamics 365’s own Project Service Automation is a great example of this.
  • Custom Fields — The Dynamics 365 integration setup guide is intended for users with default settings only. If you use custom fields (or a custom workflow in Sales), you might need help figuring out how to integrate the two systems without losing those additional fields.

Even the most tech-savvy accountants can run into problems when attempting to integrate Business Central with Dynamics 365 for Sales. If that happens, contact our support team at 763-412-4328 or and we’d be happy to help.

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