Customer Master Data – Dynamics 365 Sales in the Integration Hub

Customer Master Data – Dynamics 365 Sales in the Integration Hub

The customer master data integration is bidirectional between Dynamics 365 Sales and SAP Business One. Customer Information like Name, E-mail, Billing, Shipping Address and Contacts, and other details are integrated from Dynamics 365 Sales to SAP Business One and vice-versa. 

When the Account is integrated from Dynamics 365 Sales to SAP Business One, the details such as Dynamics 365 Sales Account ID is updated in Cross Reference Code in SAP Business One. Dynamics 365 Sales Account Type is updated in Account Type in SAP Business One.  

The following actions for Customer Master Data are supported: 

  1. Add Customer- Add new customer information. The customer master addition is bidirectional between Dynamics 365 Sales and SAP Business One. 
  2. Update Customers- Edit existing customer information. The customer master update is bidirectional between Dynamics 365 Sales and SAP Business One.

Caution

Customer deletion from Dynamics 365 Sales will not be integrated to SAP Business One and vice-versa. 

To display the customer data which are synchronized from Dynamics 365 Sales to SAP Business One, choose SAP Business One Main Menu →Business Partners →Business Partner Master Data →Integration Hub. 

The customers from Dynamics 365 Sales will have Template Name as defined for Dynamics 365 Sales. 

 

The following fields has been added to the window and is relevant to the Integration Hub. For details of other fields on the Customer Master Data window, refer to the SAP Business One Online Help.

Field Name

Description

Template Name

Displays the name of the Dynamics 365 Sales template.

Cross Reference Code 

Displays the Dynamics 365 Sales customer id.  

Account Type

Displays the Dynamics 365 Sales Account Type

Sync

Select Check-box to synchronize. 


Message /Alert Overview 

Once the customer data is synchronized, Message /Alert Overview Inbox displays the transaction information in SAP Business One. The following information is displayed on the screen: 

  1. Sender System
  2. Sender Transaction Type
  3. Sender Transaction Number
  4. Receiver System
  5. Receiver Transaction Type 
  6. Receiver Transaction Number
  7. Action 
  8. Status

 

Contact Master Data

The Contact is bi-directional between Dynamics 365 Sales and SAP Business One. The Contact assigned to the Account in the Dynamics 365 Sales is integrated to SAP Business One. Contact Information like First Name, Last Name, E-mail, Phone Number, Address, and other details are integrated between Dynamics 365 Sales and SAP Business One. 

 Caution

The Contact should be assigned to an Account for Integration. 

Note

In Dynamics 365 Sales contact, the first name and last name of two contact persons cannot be same for an account. 


Next Step: Products Master Data – Dynamics 365 Sales in the Integration Hub


    • Related Articles

    • Dynamics 365 Sales integration with SAP Business One

      Dynamics 365 Sales is a cloud computing service as a software (SaaS) company that specializes in customer relationship management (CRM). Dynamics 365 Sales's customer relationship management software instantly streamlines and automates enterprise’s ...

    • Products Master Data – Dynamics 365 Sales in the Integration Hub

      The System supports the integration of existing product data from Business One to Dynamics 365 Sales. Product add & update operations are supported from SAP Business One to Dynamics 365 Sales.  The Item Code in SAP Business One is mapped with Stock ...

    • Master Data Mapping Tool for Microsoft Dynamics 365 Sales Connector in Integration Hub

      This tool allows the user to map the already existing Account, Contact, Lead, and product data in Dynamics 365 Sales and SAP Business One. This is needed in case the same Account or Contact or Lead or product master already exists in both ...

    • Lead – Dynamics 365 Sales in the Integration Hub

      The integration of Lead is bidirectional between SAP Business One and Dynamics 365 Sales. The Lead integration is bidirectional between Dynamics 365 Sales and SAP Business One. Lead Information like Name, E-mail, Billing, and other details are ...

    • Synchronization of Dynamics 365 Sales in the Integration Hub

      The following two methods are available for synchronization between SAP Business One and Dynamics 365 Sales: Manual Synchronization:  Whenever a user needs the integration to be done on the immediate basis (instead of waiting till the Scheduler ...