Initialization Process of Dynamics 365 Sales in the Integration Hub
Once the Dynamics 365 Sales feature is enabled in SAP Business One, it is mandatory to initialize the objects to be integrated between SAP Business One and Dynamics 365 Sales. The objects include Account, Contact, Product and Lead.
Note
Account Type settings in Account Type to be Integrated with SAP Business One in General Settings Tab should be configured in SAP Business One before initiating the initialization.
To Initialize Account, Contact, Product and Lead, choose Administration → Integration Hub → Dynamics 365 Sales Settings → Synchronization. Choose the Initialize button on Synchronization tab.
|
Field Name |
Description |
|
Object Type |
Displays the list of objects available for synchronization between SAP Business One and Dynamics 365 Sales. The list of objects is:
|
|
Run |
Select the frequency of automation run from the dropdown i.e. Daily or Weekly or Never. |
|
On |
|
|
Hour |
Choose the Hour frequency at which the synchronization should run. |
|
Minute |
Choose the Minute frequency at which the synchronization should run. |
|
Initialize |
|
|
Set Customers for Synchronization |
Select this button to mark Customers synchronization from SAP business One to Dynamics 365 Sales. |
|
Set Items for Synchronization |
Select this button to mark bulk items synchronization from SAP business One to Dynamics 365 Sales. |
Click on the Initialization Status button to view the initialized status of the data replication between Dynamics 365 Sales and SAP Business One.
Note
The Initialize button is active until the initialization is done for the first time. Once the initialization is done, close the Dynamics 365 Sales Settings window and reopen it, the Initialize button is disabled and Sync Now and Save Schedule button is enabled. All the products created later will be integrated between both the systems based on scheduled synchronization or manual synchronization.
Next Step: Synchronization of 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 ...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 ...Alerts Notification of Dynamics 365 Sales in the Integration Hub
Configure the alert settings in the Alert Notification tab in Dynamics 365 Sales window. The Alert Notification tab of Dynamics 365 Sales window contains the following fields: Field Name Description User Displays the list of users in SAP Business ...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 ...Industry Mapping of Dynamics 365 Sales in the Integration Hub
Configure the Industry in the Industry tab in Dynamics 365 Sales Settings window. 2. The Industry tab of Dynamics 365 Sales window contains the following fields: Field Name Description SAP Industry Name Industry name in SAP Business One ...