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 business processes. By creating infrastructure-as-a-service, enterprise’s business allows sales, marketing, and support teams to work in sync and see important sales and customer data with more width and breadth, freeing them up to generate new clients and better service existing ones.

Dynamics 365 Sales Currency Locale must match SAP B1 local currency.

You can learn the following aspects of Dynamics 365 Sales integration with SAP Business One using the integration Hub:

1. Setting Up Dynamics 365 Sales in the Integration Hub
   

1. Step 1 – Set Connectivity of Dynamics 365 Sales in the Integration Hub
   
2. Step 2 – Scenario Selection of Dynamics 365 Sales in the Integration Hub
   
3. Step 3 – Deployment of Dynamics 365 Sales in the Integration Hub
   

2. Setup in SAP Business One for Dynamics 365 Sales in the Integration Hub
   

1. General Settings of Dynamics 365 Sales in the Integration Hub
   
2. Industry Mapping of Dynamics 365 Sales in the Integration Hub
   
3. Price List Mapping of Dynamics 365 Sales in the Integration Hub
   
4. UOM Groups Mapping of Dynamics 365 Sales in the Integration Hub
   
5. Opportunity Stage Mapping of Dynamics 365 Sales in the Integration Hub
   
6. Alerts Notification of Dynamics 365 Sales in the Integration Hub
   
7. Initialization Process of Dynamics 365 Sales in the Integration Hub
   
8. Synchronization of Dynamics 365 Sales in the Integration Hub
   

3. Using Dynamics 365 Sales in the Integration Hub
   

1. Lead – Dynamics 365 Sales in the Integration Hub
   
2. Customer Master Data – Dynamics 365 Sales in the Integration Hub
   
3. Products Master Data – Dynamics 365 Sales in the Integration Hub
   

4. Dynamics 365 Sales Transactions in the Integration Hub
   

1. Windows Enhancements in SAP Business One
   
2. Transaction for Dynamics 365 Sales in the Integration Hub
   

Next Step - Setting Up Dynamics 365 Sales in Integration Hub

• Related Articles

• Windows Enhancements for Dynamics 365 Sales in SAP Business One

  New fields that are relevant to the Integration Hub have been added to different document windows in SAP Business One. The fields provide additional information regarding the Dynamics 365 Sales integration transactions. Opportunity Opportunity ...

• Setup in SAP Business One for Dynamics 365 Sales in the Integration Hub

  To check the activation status, choose Administration → Integration Hub →Feature Activation.  The Active field should be flagged. The Active checkbox enables for the feature deployed in the Integration Hub. If the flag is not set to active, then ...

• 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 ...

• Transaction for Dynamics 365 Sales in the Integration Hub

  Opportunity Opportunity from Dynamics 365 Sales integrates to SAP Business One on entering the Expected Revenue for an Opportunity in Dynamics 365 Sales. The integration is unidirectional from Dynamics 365 Sales to SAP Business One.  The following ...

• 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 ...