Business Central to Salesforce Integration

Introduction

DBSync’s Business Central to Salesforce Integration provides a robust and easy-to-use solution for synchronizing financial and operational data between Microsoft Dynamics 365 Business Central and Salesforce.

This integration supports the following object mappings:

Business Central: Customers, Contacts, Items, Sales Quotes, Sales Orders, Sales Invoices, Sales Credit Memos and Cash Receipt Journals.

Salesforce: Accounts, Contacts, Products, Opportunity, Order, Invoice, Credit Memos, Receivables

In addition to the real-time synchronization, DBSync also supports the migration of historical Accounts Receivable data from Business Central to Salesforce, making it useful for data consolidation. The integration comes equipped with a pre-built field-to-field mappings. It also provides the flexibility to accommodate complex or dynamic mapping requirements, based on the business logic.

DBSync's automatic update mechanism ensures that customers receive the latest features and enhancements with every new product release, without requiring manual intervention.

Data Flow

An example of the data flow for the integration between Business Central & Salesforce is shown in the table below.

Creating Web Services in Business Central for DBSync Integration

This provides step-by-step instructions on how to create web services in Microsoft Dynamics 365 Business Central for various sales-related transactions. The web services will be prefixed with DBSync for integration with DBSync.

Prerequisites

• Microsoft Dynamics 365 Business Central access with administrative rights.

• Web services management permissions.

• Basic understanding of Business Central objects and OData services.

Steps to Create Web Services

Accessing Web Services Pag.

1. Open Business Central.

2. Navigate to Web Services by searching for Web Services in the search bar.

3. Click on New to create a new web service.

Creating Web Services

For each document type, follow these steps:

A. Sales Quotes (DBSyncSalesQuote)

1. Object Type: Page

2. Object ID: 41 (Sales Quote Page)

3. Service Name: DBSyncSalesQuote

4. Published: Yes

5. Click OK to save.

B. Sales Orders (DBSyncSalesOrder)

1. Object Type: Page

2. Object ID: 42 (Sales Order Page)

3. Service Name: DBSyncSalesOrder

4. Published: Yes

5. Click OK to save.

C. Sales Invoices (DBSyncSalesInvoice)

1. Object Type: Page

2. Object ID: 43 (Sales Invoice Page)

3. Service Name: DBSyncSalesInvoice

4. Published: Yes

5. Click OK to save.

D. Sales Credit Memos (DBSyncSalesCreditMemo)

1. Object Type: Page

2. Object ID: 44 (Sales Credit Memo Page)

3. Service Name: DBSyncSalesCreditMemo

4. Published: Yes

5. Click OK to save.

E. Cash Receipt Journal (DBSyncCashReceiptJournal)

1. Object Type: Page

2. Object ID: 255 (Cash Receipt Journal Page)

3. Service Name: DBSyncCashReceiptJournal

4. Published: Yes

5. Click OK to save.

Process to run the Integration

To utilize the pre-built Business Central to Salesforce Integration template, follow the below steps:

1. Login to DBSync Cloud Workflow and from the home screen click Add Template.

2. Select the template: Business Central to Salesforce Integration template which allows for running multiple unidirectional workflows and integration between the two applications - Business Central and Salesforce.

3. The template will be added to your Projects

4. Select the template and you will be redirected to the Task screen

5. Click Setup to access the setup wizard of the pre-built template form as shown below.

1. In the Connect tab, verify that your applications are connected - Salesforce and Business Central.

1. Click on Advanced Properties and click Test Connection and you will get a pop-up confirming the same. Ensure you verify the connection for Salesforce and Business Central.

1. Click Next and you will be redirected to the Setup tab.

2. The Setup screen displays a form like questionnaire which you can choose to answer based on the workflow you want to run. There are 3 types of transaction integration or sync you can perform with this template as listed below.

A. Business Central Customer to Salesforce Accounts

Use this form to update all customer records from Business Central and push them into Salesforce as Accounts. The form is pre-populated with answers for the tabs and you can modify them based on need.

The form has the following fields already pre-populated with mapping:

• Do you want to Sync your Customers from Business Central to Accounts on Salesforce?

• Click Yes or No in order to update Customers from Business Central to Salesforce as an Account.

B. Business Central Contacts to Salesforce

Use this form to update all customer records from Business Central and push them into Salesforce as Accounts/Contacts. The form is pre-populated with answers for the tabs and you can modify them based on need.

The form has the following fields already pre-populated with mapping:

• Do you want to Sync your Contacts from Business Central to Accounts on Salesforce?

• Click Yes or No in order to update Company Contacts from Business Central to Salesforce as an Account.

• Do you want to Sync your Contacts from Business Central to Contacts on Salesforce?

• Click Yes or No in order to update Person Contacts from Business Central to Salesforce as Contacts.

C.Business Central to Salesforce Products

Use this form to update all item information as products in Salesforce. The form is pre-populated with answers for the tabs and you can modify them based on your need.

The form has the following fields already pre-populated with mapping:

• Do you want to Sync your Items from Business Central to Products on Salesforce?

• Choose Yes or No from the drop-down to add products from Business Central into Salesforce as products/items.

D.Business Central Sales Quotes to Salesforce Transactions

Use this form to 'Generate' Sales Quotes transactions from Business Central to Salesforce. You can create Opportunity or Order and directly update from Business Central to Salesforce.

The form is pre-populated with answers for the tabs and you can modify them based on need. The form has the following fields already pre-populated with mapping:

• Do you want to Sync your Sales Quotes from Business Central to Transactions on Salesforce?

• Click Yes or No in order to update Sales Quotes from Business Central to Salesforce.

• What kind of Transaction would you like to create on Salesforce?

• Define the object from Salesforce to retrieve/map the information in order to create a transaction.

For example, Opportunity/Order.

E. Business Central Sales Orders to Salesforce Transactions

Use this form to 'Generate' Sales Orders transactions from Business Central to Salesforce. You can create Opportunity or Order and directly update from Business Central to Salesforce.

The form is pre-populated with answers for the tabs and you can modify them based on need. The form has the following fields already pre-populated with mapping:

• Do you want to Sync your Sales Orders from Business Central to Transactions on Salesforce?

• Click Yes or No in order to update Sales Orders from Business Central to Salesforce.

• What kind of Transaction would you like to create on Salesforce?

• Define the object from Salesforce to retrieve/map the information in order to create a transaction.

For example, Opportunity/Order.

F. Business Central Sales Invoices to Salesforce Transactions

Use this form to 'Generate' Sales Invoices transactions from Business Central to Salesforce . You can create Opportunity,Order or Invoice and directly update from Business Central to Salesforce.

The form is pre-populated with answers for the tabs and you can modify them based on need. The form has the following fields already pre-populated with mapping:

• Do you want to Sync your Sales Invoices from Business Central to Transactions on Salesforce?

• Click Yes or No in order to update Sales Invoices from Business Central to Salesforce.

• What kind of Transaction would you like to create on Salesforce?

• Define the object from Salesforce to retrieve/map the information in order to create a transaction.

For example, Opportunity,Order or Invoice.

G. Business Central Sales Credit Memos to Salesforce Credit Memos

Use this form to 'Generate' Credit Memos transactions from Business Central to Salesforce . You can create Credit Memos and directly update from Business Central to Salesforce.

The form is pre-populated with answers for the tabs and you can modify them based on need. The form has the following fields already pre-populated with mapping:

• Do you want to Sync your Sales Credit Memos from Business Central to Transactions on Salesforce?

• Click Yes or No in order to update Credit Memos from Business Central to Salesforce.

H. Business Central Cash Receipt Journal to Salesforce Receivables

Use this form if you want to sync the Cash Receipt Journal from Business Central to Salesforce.

• Do you want to create Transaction Receivable in Salesforce?

• Choose Yes or No to enable the sync which will update the Receivable for a customer invoice in Salesforce.

1. Click Next.

1. You can click on Run Now to run the sync immediately or Click Next to Schedule the synchronization.

2. To automate the sync, select the Start Date and Start Time. Click the Repeat dropdown menu and choose the frequency (e.g., Minutes, Hours, Days). If Minutes is selected, specify the interval in the Minutes dropdown.

1. Click Save to confirm the schedule. Click Cancel if you do not want to save the changes.

Use the Previous button to go back and modify settings if needed. Click Finish to complete the scheduling process.