General Settings of Dynamics 365 Sales in the Integration Hub
On the Main Menu go to Administration → Integration Hub → Dynamics 365 Sales Settings to configure the required Dynamics 365 Sales settings
- Configure the general settings in the General Settings tab in Dynamics 365 Sales Settings window.
|
Field Name |
Description |
|
Default Customer Group on Adding Customers from Dynamic CRM |
Select the Customer Group, the customer will be created in SAP Business One based on the customer group selected. The selected Customer Group is used to add customers from Dynamics 365 Sales. |
|
Customer Code Series for Dynamic CRM Account/Lead |
Select the Customer Code Series The Selected Customer Code Series is used to create Business Partners in Business One. |
|
Freight for Shipping Charges |
Select a freight component for Shipping Charges. The selected freight component is used to integrate the header level shipping amount per order in Dynamics 365 Sales to SAP Business One. |
|
Default Freight for Item Tax |
Select a freight component for Tax component. The selected freight component is used to integrate the item level tax amount per order in Dynamics 365 Sales to SAP Business One. |
|
Default Payment Term for Dynamics 365 Sales Order |
Select a payment term from the list of payment terms in SAP Business One. The selected payment term is the default payment term for all orders of Dynamics 365 Sales integrated in SAP Business One. |
|
Exempt Tax Code |
Select a tax code from the list of tax codes. The selected tax code is used in all orders integrated from Dynamics 365 Sales to SAP Business One. The selected tax code must be of zero rate. |
|
Multiple Currencies are enabled |
Select whether Multiple currencies are enabled in Dynamics 365 Sales. |
|
Unit of Measure groups for Non-UOM group Item |
Select the Unit of Measure groups for Non-UOM group Item. |
|
Default Branch for Document |
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Branch Assignment for Customer |
|
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Relationship Type to be Integrated with SAP Business One |
Click on the ellipsis button to open Relationship Type window. Retrieve Account type from Dynamics 365 Sales using Retrieve button. Choose the Account type to be integrated with SAP Business One. |
Next Step: Industry Mapping of Dynamics 365 Sales in the Integration Hub
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