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 integrated from Dynamics 365 Sales to SAP Business One and vice-versa.
When the Lead is integrated from Dynamics 365 Sales to SAP Business One, the details such as Dynamics 365 Sales Lead ID is updated in Cross Reference Code in SAP Business One.
The following actions for Lead are supported:
- Add Lead- Add New Lead information. The Lead addition is bidirectional between Dynamics 365 Sales and SAP Business One.
- Update Lead- Edit Existing Lead information. The Lead is bidirectional between Dynamics 365 Sales and SAP Business One.
Caution
Lead deletion from Dynamics 365 Sales will not be integrated to SAP Business One and vice-versa.
When Lead is converted into Accounts in Dynamics 365 Sales, user has to manually select Type in Accounts details. Upon synchronization with sap Business One, this will be created as new Customer in SAP Business One. This will not convert the existing lead (synchronized as lead earlier from Dynamics 365 Sales) to Customer.
Next Step: Customer Master Data – Dynamics 365 Sales in the Integration Hub
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