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Where is the limit in Business Central CRM capability when integrating it with D365 Sales? (part 3)

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#integration

#synchronization

Dynamics 365 ERP - Development

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Dec 26, 2022

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  • The article discusses the process of setting up data synchronization between Dynamics 365 Sales Professional and Business Central.
  • The first step is to create synchronization between Dataverse and Business Central, which involves selecting tables for synchronization such as Contact, Customer, Vendors, and Currency.
  • The setup process is done through a wizard in Business Central, eliminating the need for Admin User and Integration User.
  • After creating Dataverse synchronization, the next step is to set up a connection to Dynamics 365 Sales and choose advanced setup for synchronization.
  • The advanced setup allows the selection of tables for synchronization and the configuration of coupling criteria, such as defining fields for duplicate checks and deciding on creating new records if existing ones are not found.
  • Once the synchronization is set up, a full synchronization can be run to create and match records on both systems.
  • The article also provides examples of how the synchronization can be used, such as keeping leads and sales-related data in CRM while managing financial transactions in ERP, creating quotes in Sales Professional and invoicing in Business Central, and syncing invoices back to the Opportunity in CRM for sales analysis.
  • The article concludes by mentioning that additional tables can be added to the synchronization with some development work in Business Central.

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