D365 Business Central and D365 Sales Integration - All in One

Supports:
SmartConnect 2016+
Publisher:
eOne Solutions

D365 Business Central and D365 Sales Integration - All in One



Overview
The Dynamics 365 Business Central and Dynamics 365 Sales templates facilitate easy data integration between the most commonly used modules in Microsoft Dynamics 365 Sales and Dynamics 365 Business Central using SmartConnect.  They provide an easy to install and ready to use Dynamics 365 Sales to Dynamics 365 Business Central integration option allowing Dynamics 365 Sales users to integrate data between Dynamics 365 Business Central and Dynamics 365 Sales as a one time bulk import as well as set up real-time or change-based maps to keep both systems in sync. Each map can be used as-is or can be used as a great starting point to customize further.  The provided maps integrate to:
  • Accounts
  • Invoices
  • Currencies
  • Invoice adjustments
  • Invoices
  • Items
  • Pricelist items
  • Territories
  • Units of Measure
  • Warehouses

Details
General Information
The Dynamics 365 Sales and Dynamics 365 Business Central sample integrations consist of 24 different maps. Every map integrates a specific Dynamics 365 Business Central page with a corresponding Dynamics 365 Sales entity. Every map is included in the main download file, but maps can be used as a stand-alone integration. Some maps need to be ran in a specific order. For example, accounts need to be imported before any type of transaction that references those accounts.

Prerequisites to using these templates are as follows:
  • SmartConnect 20.17 or higher installed and registered
  • Have a valid D365 Business Central organization set up
  • Have a valid D365 Sales organization set up
  • D365 Business Central Connector already configured within SmartConnect
  • D365 Sales Connector already configured within SmartConnect
The overall process to using each map is:
  • Set Up D365 Business Central Web Services to Allow Integrations
  • Import map files(s)
  • Review mapping (and customize if desired)
Set Up D365 Business Central Web Services to Allow Integrations
D365 Business Central requires a page object to be published before any applications can interact with them through a web service.  Because every map is sending data into/out of D365 Business Central, a page for every type of map must be published.

To publish a page:
  1. Search for "Web Services" in the search box and select the "Web Services" page.
  2. Click "New" in the top left corner.
  3. Set the Object Type to "Page".  Enter the "Object ID" and the "Object Name" will be auto-filled.
  4. Enter a service name.  Our web service will use this service name to identify pages, so set the Service Name to the same name as the "Object name" without any spaces or special characters.
  5. Check the Publish checkbox.
Below is a list of pages to publish.  The number in parenthesis is the Object ID.  The map name and map description show which map references that particular page.  Only publish the pages that have a map you want to integrate with.
  • GLAccountCard (17)
  • SalesInvoice (43)
  • Currencies (5)
  • ItemCard (30)
  • Territories (429)
  • Units_Of_Measure (209)
  • Territories (429)
More information on publishing a D365 Business Central page can be found at the eOne help article.

Import Map Files
Download the "Dynamics CRM-NAV Templates.sce" file. From the Maintenance tab in SmartConnect, click Import Wizard. Browse to the downloaded maps file and click next. The next window will show everything in the import file. To import everything, click next. If you don't want to import all the maps, check only the maps you wish to use. Once the maps are imported, each map should be reviewed before running.

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