1. Choose the SAP Business One SLD to provide the connection between SAP Business One System Id and Dynamics 365 Sales Id.
   

Note

By default, the solution displays all the SAP Business One SLDs available in SLD Category selected during customer creation.

 

To add a new SLD or edit existing SAP Business One SLD under SAP Business One  System Id area, choose Add / Edit button. 

The SAP Business One Connection Details window contains the following fields:

Field Name	Description
SLD Category	Displays the SLD Category selected during customer creation. This field is read only.
System Name	Enter the name of the system. Note System Name is the mandatory field to add or update SAP Business One SLD.
SAP Business One Server	Enter SAP Business One Server Name / IP Address. Note SAP Business One Server  is the mandatory field to add/update SLD information for SAP Business One.
License Server	Enter License Server details. i.e. Server Name or IP Address and port number of the SAP Business One License Server. The default port is 30000.
SLD Server	Enter the valid SLD Server details with port. Note SLD Server details is the mandatory field to add/update SLD information for SAP Business One.
Database Name	Enter the name of the SAP Business One Database. Database Name is the mandatory field to add/update SAP Business One System SLD. Caution The Database Name must be entered same as SAP Business One Database Name.
Database Type	Currently, only Microsoft SQL Server 2005, 2008, 2012, 2014, 2016, 2017 and SAP Hana DB are supported. Choose the database type from the dropdown list. Note Database Type is the mandatory field to add/update SAP Business One SLD.
Database User	Enter the user to access the company database using the database connection. Database User is the mandatory field to add/update SAP Business One SLD. Caution The Database User must be valid. Invalid Database User will result in failure to establish the connection.
Database Password	Enter a valid password for database login.  Note Database Password is the mandatory field to add/update SAP Business One SLD. Caution The Database Password must be valid. Invalid Database Password will result in failure to establish the connection.
Database Port	Enter the port for database.
Username	Enter B1i in this field. Note Username is the mandatory field to add/update SAP Business One SLD. It is set as B1i by default and un editable. Caution Ensure that a user with this name exists in the SAP Business One database.
Password	Enter a valid password for B1i user of SAP Business One.
Language	Select the language from the list of languages.
Is Trust	Select True or False. The default value for this field is False. To use a trusted connection, choose True from the dropdown list.
JcoPath	Enter path for jco library. Example of Installation path of JCO: C:\Program Files (x86)\SAP\SAP Business One DI API\JCO\LIB
DI ProxyHost	The DI Proxy host must be defined if B1i is installed on a separate server (this is, other than the SAP Business One server).  The value in this field must be same as SAP Business One Server address. Example Proxyhost can be same as SAP Business One Server.
DI ProxyPort	The default value of DI Proxy Port is 2099.
Proxy Host	The proxy host is defined in a multi-instance scenario. If the B1i server connects to the SAP Business One server through a proxy server then, enter the address of the proxy server in this field.
Proxy Port	Enter the proxy port in this field.

2. Enter the valid data and choose the Submit button. An SAP Business One SLD is created.
   

Choose the Test Connection  icon to test the connection between the SAP Business One System Id in Integration Hub and the SAP Business One System Landscape Directory.

If the connection is successful, a success message appears “Test Connection Successful”. If the connection is unsuccessful, a failure message appears “Test Connection Failed”. Please provide the correct credentials. 

3. To add / edit Dynamics 365 Sales instance SLD under Dynamics 365 Sales Id area, choose the  Add / Edit button. 
   

Dynamics 365 Sales Connection Details window appears. 

 

The Dynamics 365 Sales Connection Details window contains the following fields:

Field Name	Description
SLD Category	Displays the SLD Category selected during customer creation. This field is read only.
System Name	Enter the name of the system. System Name is the mandatory field to add or update Dynamics 365 Sales SLD.
Host Name	Enter the Host name of the Dynamics 365 Sales.  The hostname is fully qualified domain name. Click on View Profile in Lightning Experience view and copy the Dynamics 365 Sales hostname given below your login name. For example the hostname is oce110.crm.dynamics.com
Client ID	Dynamics 365 Sales Client ID provided. Refer to the following URL to get the Client ID https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/posts/dynamics-365-online-authenticate-with-client-credentials
Client Secret	Dynamics 365 Sales Client Secret provided. Refer to the following URL to get the Client Secret https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/posts/dynamics-365-online-authenticate-with-client-credentials
Tenant ID	Dynamics 365 Sales Tenant ID provided. Refer to the following URL to get the Tenant ID https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/posts/dynamics-365-online-authenticate-with-client-credentials

4. Provide the valid information in the fields and choose the Submit button. SLD for Dynamics 365 Sales is created.
   

5. Choose the Test Connection  icon to test the connection between the Integration Hub and Dynamics 365 Sales.
   

If the connection is successful, a success message appears “Test Connection Successful”.

If the connection is unsuccessful, a failure message appears “Test Connection Failed”.

6. Choose the Next button to proceed to Step2.
   

Next Step: Step 2 – Scenario Selection of Dynamics 365 Sales in the Integration Hub