Synchronization of Dynamics 365 Sales in the Integration Hub

Synchronization of Dynamics 365 Sales in the Integration Hub

The following two methods are available for synchronization between SAP Business One and Dynamics 365 Sales:

  1. Manual Synchronization: 

Whenever a user needs the integration to be done on the immediate basis (instead of waiting till the Scheduler services to run), a user can choose the Sync Now button. The synchronization takes an immediate effect for the selected object.

  1. Automatic Synchronization: 

The system enables a user to configure automatic integration between SAP Business One and Dynamics 365 Sales at a frequency (either daily or weekly) and on specific intervals. The synchronization runs based on schedule that is set for the object. 

Synchronization is supported for six objects Account, Contact, Lead, Opportunity, Sales Quotation, Sales Order.

  1. Customer Synchronization

The system enables to integrate all the customer master data between Dynamics 365 Sales and SAP Business One. Scheduling a synchronization enables the system to integrate customer masters automatically as per the schedule by running the Scheduler services. 

  1.       Set Bulk Customers for Synchronization 

To Synchronize Customers from SAP to Dynamics 365 Sales, select items in bulk using the Set Customers for Synchronization menu under Integration Hub. 

  1. Choose Administration → Integration Hub → Set Customers for Synchronizations.
  2. On clicking the Set Customers for Synchronization, Set Customers For Synchronization-Selection Criteria window opens. 
  3. Select the Customers range and Customers Group range and click on Ok button. 
  4. Set Customers for Synchronization window opens, select the Customer Codes and BP Name to synchronize. It is mandatory to select Account Type for Customers for synchronization.  
  5. Click on Ok button to mark the items for synchronization from SAP to Dynamics 365 Sales. 

 

  1. Product Synchronization

The system enables to integrate all the item master data along with Product Prices from SAP Business One to Dynamics 365 Sales. Scheduling a synchronization enables the system to integrate item masters automatically as per the schedule by running the Scheduler services.

  1.       Set Bulk Items for Synchronization 

To Synchronize Items from SAP to Dynamics 365 Sales, select items in bulk using the Set Items for Synchronization menu under Integration Hub. 

  1. Choose Administration → Integration Hub → Set Items for Synchronizations.
  2. On clicking the Set Items for Synchronization, Set Items for Synchronization-Selection Criteria window opens. 
  3. Select the items range and Item Groups range and click on Ok button. 
  4. Set Items for Synchronization window opens, select check box for the Item Codes and Item Name to synchronize. 
  5. Click on Ok button to mark the items for synchronization from SAP to Dynamics 365 Sales. 
  1. Contact Synchronization

The system enables to integrate all Contacts from Dynamics 365 Sales to SAP Business One and Vice Versa. Scheduling a synchronization enables the system to integrate Contacts automatically as per the schedule by running the Scheduler services. 

  1. Lead Synchronization

The system enables to integrate all Leads from Dynamics 365 Sales to SAP Business One and Vice Versa. Scheduling a synchronization enables the system to integrate Lead automatically as per the schedule by running the Scheduler services. 


Caution

Customers must set the synchronization time settings on redeployment of the Application. 


Next Step: Lead – Dynamics 365 Sales in the Integration Hub

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