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

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 applications and you would like to map their internal code to prevent data duplicity between the applications. 

To display the Master Data Mapping Tool window, choose Administration --> Integration Hub --> Master Data Mapping Tool.

Use the following steps to import the mapping data using the master data mapping tool:

1.  Select a template from the Template dropdown list.

2.  Select the Account or Contact or Lead or Product from the Master Data Type dropdown list.

3.  Choose the Download from App button to download the data from Dynamics 365 Sales.

4.  To check the data download status, choose the Status button.

5.  Once the data download is complete, choose the Prepare Template button to generate the Microsoft Excel-based template for the selected master i.e. Account or Contact or Lead or product. The application downloads the data from Dynamics 365 Sales.

6.  Open the template and provide the relevant information:

o   For the Customer template, you need to provide the SAP B1 Card Code (Customer Code)

o   For the Lead template, you need to provide the SAP B1 Card Code (Lead Code)

o   For Contact, you need to provide the SAP B1 Card Code and SAP B1 Contact ID (Customer Code and Contact ID)

o   For the Product template, you need to provide the SAP B1 Item Code

7.  Choose the Browse button to navigate to the template path.

8.  Choose the Validate button to check the correctness and completeness of the data in the selected template.

9.  Choose the Upload button to import the data.


    • 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 ...

    • 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 ...

    • 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 ...

    • 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.    2.    ...