Windows Enhancements for Dynamics 365 Sales in SAP Business One

Windows Enhancements for Dynamics 365 Sales in SAP Business One

New fields that are relevant to the Integration Hub have been added to different document windows in SAP Business One. The fields provide additional information regarding the Dynamics 365 Sales integration transactions.

Opportunity

Opportunity integrates from Dynamics 365 Sales to SAP Business One. New fields in the Opportunity document window:

Field Name

Description

Template Name 

Name of the Dynamics 365 Sales template.

External Opportunity ID

Opportunity ID generated from Dynamics 365 Sales

Sales Quotation

Sales Quotation integrates from Dynamics 365 Sales to SAP Business One. New fields in the Sales Quotation document window:

Field Name

Description

Template Name 

Name of the Dynamics 365 Sales template.

External Quote ID

Quote ID generated in Dynamics 365 Sales.

External Opportunity ID

Opportunity ID generated from Dynamics 365 Sales.

Sales Order

Sales Order integrates from Dynamics 365 Sales to SAP Business One. New fields in the Sales Order document window:

Field Name

Description

Template Name 

Name of the Dynamics 365 Sales template.

External Opportunity ID

Opportunity ID generated from Dynamics 365 Sales.

External Quote ID

Quote ID generated in Dynamics 365 Sales.

External Order ID

Order ID generated in Dynamics 365 Sales.


Next Step: Transaction for Dynamics 365 Sales in the Integration Hub

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