Transaction for Dynamics 365 Sales in the Integration Hub

Transaction for Dynamics 365 Sales in the Integration Hub

Opportunity

Opportunity from Dynamics 365 Sales integrates to SAP Business One on entering the Expected Revenue for an Opportunity in Dynamics 365 Sales. The integration is unidirectional from Dynamics 365 Sales to SAP Business One. 

The following are the steps to integrated Opportunity from Dynamics 365 Sales to SAP Business One:

  1. Create Account in Dynamics 365 Sales and integrate to SAP Baseness One. 
  2. Create Opportunity in Dynamics 365 Sales and enter the Amount in Opportunity Information in Dynamics 365 Sales.
  3. Save the information in Dynamics 365 Sales. 
  4. On SAP Business One got to Administration> Integration Hub> Dynamics 365 Sales Settings> Synchronization tab.
  5. Select Object type as Opportunity and click on Sync Now button. 
  6. Alert Message is generated and displays information about the synchronized Opportunity.

 Note

If the Dynamics 365 Sales Opportunity Stage is not mapped with Opportunity Stage in SAP Business One in Dynamics 365 Sales settings screen, then that opportunity will not be integrated to SAP Business One. 

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Sales Quotation

Sales Quotation from Dynamics 365 Sales integrates to SAP Business One on enabling the Quotes on Quote Settings window in Dynamics 365 Sales. The integration is unidirectional from Dynamics 365 Sales to SAP Business One. 

The following are the steps to integrated Sales Quotes from Dynamics 365 Sales to SAP Business One:

  1. Enable Quotes. On Dynamics 365 Sales go to Build> Customize> Quotes> Quotes Settings. Select the check-box Enable Quotes and save the settings. On Page Layout Selection page in Dynamics 365 Sales select the Opportunity Layout and save the settings.
  2. On Dynamics 365 Sales, select Opportunity from Recent Opportunities. On the Opportunity page go to Quotes and create a new Quote. On created Quote, Add Line Item.
  3. On SAP Business One go to Administration> Integration Hub> Dynamics 365 Sales Settings> Synchronization tab.
  4. Select Object type as Sales Quotation and click on Sync Now button. 
  5. Alert Message is generated and displays information about the synchronized Sales Quotation.

Note

If Line Item is not added in the Quote in Dynamics 365 Sales, then that Quote will not integrate with Sales Quotation in SAP Business One. 

If the Quote status is Draft, then that quote will not integrate to Sales Quotation in SAP Business One. All Status other than Draft will integrate from Dynamics 365 Sales to SAP Business One. 

Sales Order

Orders from Dynamics 365 Sales integrates to Sales Order SAP Business One. The integration is unidirectional from Dynamics 365 Sales to SAP Business One. 

The following are the steps to integrate Orders from Dynamics 365 Sales to SAP Business One:

  1. Create New Order with Product in Dynamics 365 Sales. 
  2. Change the Status of Contract from Draft to Activated on Contract page by clicking on Activate button in Dynamics 365 Sales.
  3. Change the Order Status from Draft to Activated on Order page by clicking on Activate button in Dynamics 365 Sales.
  4. On SAP Business One got to Administration> Integration Hub> Dynamics 365 Sales Settings> Synchronization tab.
  5. Select Object type as Sales Order and click on Sync Now button. 
  6. Alert Message is generated and displays information about the synchronized Sales Order.


Note

If Line Item is not added in the Orders in Dynamics 365 Sales, then that Orders will not integrate with Sales Order in SAP Business One. 

If the Orders status is Draft, then that Orders will not integrate to Sales Order in SAP Business One. Only the Orders with status Activated will integrate with Sales Order in Sap Business One. 

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