Dynamics365 CRM and Business Central

Introduction

DBSync for Dynamics365 CRM to Business Central Integration is a user-friendly application designed to streamline the integration of Dynamics365 CRM Accounts, Lead, Products, and Transactions with Business Central Customer, Contact, Item, Invoice, Opportunity and Order. It offers pre-built field-to-field mapping for quick setup, as well as the flexibility for more complex and dynamic mappings. With DBSync's automatic online updates, customers can effortlessly access the latest product updates and features with every new release.

Data Flow

Data flow integration between Dynamics365 CRM and Business Central Integration is shown in the table below.

Dynamics365 CRM	Business Central
Account	Customer
Lead	Contact
Product	Item
Opportunity, Invoice, Order	Invoice, Order, Opportunity

DBSync Profile and Application Setup

• Go to www.mydbsync.com & register for Free Trial. Ensure that Source and Target Adapters are Dynamics365 CRM and Business Central respectively.

• Login to DBSync Cloud Workflow

• Click on 'Login' and choose 'Cloud Workflow' as shown in the image below:

• Provide your 'User Name' and 'Password' setup during signup and click 'Login'.

• You will be redirected to DBSync Cloud Workflow Home Screen as shown below

• Click the Apps icon from the left navigation toolbar to add desired applications

• Click on Dynamics365 CRM Connector and enter Username and endpoint and then choose 'Connect to Dynamics 365 CRM'

• You need to enter Credentials(Username, Password), and then you can ‘Test Connection’, As shown below:

• Click on Business Central Connector. Then, click on the link Connect to Business Central. Sign into Business Central to authorize DBSync for Business Central to connect.

• Click 'Save' and 'Test Connection'.

You are now ready to run the integration using pre-built forms.

OR you can establish a connection with your application during the template import process. The initial step of the Setup Wizard involves linking to your applications.

Process to Create an Integration

To utilize the pre-built template DBSync Dynamics365 CRM and Business Central follow the below steps:

First Step you need to Select the Integration Template

1. In the Template Library, look for the integration template specifically designed for Dynamics365 CRM and Business Central.

2. Select the template and import it into your workspace.

3. Enter a name for the integration project.

4. After importing the template, you'll be presented with a setup form containing four simple steps.

Setup Process

1. On the "Connection Setup" tab.

In this step we should Connect to our application to grant access to our Dynamics365 CRM data and also establish a connection to Business Central for accounting data access.

2. Setup Variables

3. 1. Here, you should define values for variables based on your company's specific use case.

   2. For example, you can select CRM Transactions between Opportunity, Invoice, and Order and select Transaction Type in Business Central.

3. Click 'Next' to 'Run' to complete the Integration.

4. Finally, navigate to the "Scheduling and Automation" step.

We need to Set up scheduling parameters for automated integration between Dynamics365 CRM and Business Central. Here there are different intervals such as minutes, hours, days, or weeks. And also we can customize the schedule as needed.

You will be redirected to the 'Task Screen'.

1. Click 'Configure' to access various workflows pre-built for the integration.

2. Or Run the integration from ‘Run’.