Dynamic 365 Sales connector for SAP Business One
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 ...
Alerts Notification of Dynamics 365 Sales in the Integration Hub
Configure the alert settings in the Alert Notification tab in Dynamics 365 Sales window. The Alert Notification tab of Dynamics 365 Sales window contains the following fields: Field Name Description User Displays the list of users in SAP Business ...
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 ...
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 ...
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 ...
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: Manual Synchronization: Whenever a user needs the integration to be done on the immediate basis (instead of waiting till the Scheduler ...
Initialization Process of Dynamics 365 Sales in the Integration Hub
Once the Dynamics 365 Sales feature is enabled in SAP Business One, it is mandatory to initialize the objects to be integrated between SAP Business One and Dynamics 365 Sales. The objects include Account, Contact, Product and Lead. Note Account Type ...
Opportunity Stage Mapping of Dynamics 365 Sales in the Integration Hub
Configure the Opportunity Stage in the Opportunity Stage tab in Dynamics 365 Sales Settings window. All Dynamic 365 Sales Stages should be mapped to Opportunity Stages in SAP Business One. The Opportunity Stage tab of Dynamics 365 Sales window ...
UOM Groups Mapping of Dynamics 365 Sales in the Integration Hub
Configure Unit of Measure (UOM) in the UOM Groups Tab in Dynamics 365 Sales Settings window. The Unit of Measure subgroups in SAP Business One can have one to one mapping with multiple sub UOM defined in Dynamics 365 Sales. The UOM Group tab of ...
Price List Mapping of Dynamics 365 Sales in the Integration Hub
Configure the Price List in the Price List tab in Dynamics 365 Sales Settings window. 2. The Price List tab of Dynamics 365 Sales window contains the following fields: Field Name Description SAP Price List Price List name in SAP Business ...
Industry Mapping of Dynamics 365 Sales in the Integration Hub
Configure the Industry in the Industry tab in Dynamics 365 Sales Settings window. 2. The Industry tab of Dynamics 365 Sales window contains the following fields: Field Name Description SAP Industry Name Industry name in SAP Business One ...
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. ...
Setup in SAP Business One for Dynamics 365 Sales in the Integration Hub
To check the activation status, choose Administration → Integration Hub →Feature Activation. The Active field should be flagged. The Active checkbox enables for the feature deployed in the Integration Hub. If the flag is not set to active, then ...
Step 3 – Deployment of Dynamics 365 Sales in the Integration Hub
To deploy the solution, choose the Deploy Now button. The Integration Hub starts deploying the solution. The application prompts you to provide the license details. For more information, refer to the Assigning the Integration Hub licenses in ...
Step 2 – Scenario Selection of Dynamics 365 Sales in the Integration Hub
The Scenario Selection displays the Scenario, Data Direction, and Field Mapping. By Default, the Data Direction for Lead is not selected. You can select the data direction as per your company policies. The Configuration summary displays the Date and ...
Step 1 – Set Connectivity of Dynamics 365 Sales in the Integration Hub
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. ...
Setting Up Dynamics 365 Sales in Integration Hub
The following are the steps to setup Dynamics 365 Sales in Administration Console: Add New Customer. Refer to Add New Customer in Knowledge Article. Select the Dynamics 365 Sales template to integrate. Upon selecting the template, a message “Let’s ...
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 ...