D365 Business Central and D365 Sales Integration – All in One for SmartConnect.com

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.com.  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
• Contacts
• Orders
• Invoices
• Items
• Pricelist items
• Unit of Measure

Integrations

The following integrations are included in the base solution that can be deployed. This is a list of integrations and their base function

Integration List

• D365 Sales Customer Engagement (CE) to D365 Business Central (BC)
  • ACCOUNTS
    • Bulk manual integration to create/update CE accounts in BC
  • CONTACTS
    • Bulk manual integration to create/update all CE contacts in BC
  • ORDERS
    • Bulk manual integration to create/update all CE orders in BC
  • INVOICES
    • Bulk manual integration to create/update all CE invoices in BC
• D365 Business Central (BC) to D365 Sales Customer Engagement (CE)
  • ACCOUNTS
    • Bulk manual integration to create/update BC accounts in CE
  • CONTACTS
    • Bulk manual integration to create/update BC contacts in CE
  • UNIT OF MEASURE
    • Bulk manual integration to create the unit groups in CE
  • PRICE LIST
    • Manual integration to reate a price list to add items/products to
  • ITEMS
    • Bulk manual integration to create all BC items as products in CE
  • PRICE LIST ITEMS
    • Bulk manual integration to add all products in CE to the ‘Standard’ price list

The prerequisites to using these templates are as follows:

• Active SmartConnect.com Subscription
• A Configured Business Central Odata Connector
• A Configured Customer Engagement connection within SmartConnect

Business Central Requirements

This integration will work with Online, On-Premise, and cloud hosted Business Central deployments.

Business Central Web Services

D365 Customer Engagement Details

Accounts

Customer Engagement accounts will be created in Business Central as Customers

Contacts

Customer Engagement contacts will be created in Business Central as Contacts and will be associated with the company (customer) that was created in BC from running the ‘Accounts’ integrations.

Unit of Measure

Unit of measure is required for the creation of products in CE; therefore, this integration will be executed to create all the units of measure in CE from BC.

Price List

Price lists are not used by all organizations, but CE requires a price list when creating orders. This template package contains an integration to create a base price list. All products will be added to this price list in another integration.

SmartConnect Shipping Address Extension

The first step is to install the eOne_ShippingAddress_1.0.0.9.app as an extension in Business Central using the steps outlined here.

Business Central Connection(s)

1. Click on the “Connections” tab within SmartConnect.com
2. Click on the “Create Connection” button
3. Select the “Dynamics 365 Business Central Odata” option from the list
4. Configure the connector

Dynamics Customer Engagement Connection(s)

1. Click on the “Connections” tab within SmartConnect.com
2. Click on the “Create Connection” button
3. Select the Dynamics 365 Customer Engagement option from the list
4. Enter a Description for the connection
5. The Server Address should be entered as “crm.dynamics.com” in the NA region, other regions will use some form of crmX.dynamics.com where X is a differing numeric value.
6. Enter a valid Username and Password that is used to login to Dynamics CE – this account should be an admin within CE.
7. Mark all the checkboxes on the setup window
8. Click Validate and then select the correct Organization from the dropdown to connect to.
9. Click Save to complete the connection

Integration Import

1. Click on the “System” tab within SmartConnect
2. Click the “Import” button within the SmartConnect Maintenance section
3. Navigate to and select the integration file
4. Select Data Source
   • Click on “Create New Source” tab under Source Data section
   • Create a name for your new data source in the ‘Description’ field
     • Use a naming convention that will be helpful in identifying its data. Ex. “Accounts BC to CE”

Note: If the “Description” appears in red font, select “Use Existing Source” due to the data source already existing. A validation error message box will also appear if trying to import and the data source already exists.

5. Select the corresponding options from the dropdowns to complete the “Source Data” section:
   • Customer Engagement data source:
     • Select Connection
     • Organization Name
   • Business Central data source:
     • Select Connection
     • Company
     • Services
6. Select Destination Information:
   • D365 Business Central
     • Connection
     • Company
   • D365 Sales Customer Engagement
     • Connection
     • Organization Name
7. Click “Import Integration”

It is likely all the integrations included are not required for your scenario. Below are two possible deployment options.

Bulk Integrations

The purpose of the bulk integrations is to make sure the BC data and CE Data is in sync. All bulk maps have a suffix of BULK:

Ongoing/Change Integrations

The purpose of the Ongoing integrations is to make sure the BC data and CE Data stay in sync. This can be done by making data source changes to the BULK integrations from this template package.

Ongoing integrations will also deploy the use of persistent Global Variables and setting a schedule for the integration to perform incremental exports.

Please refer to Knowledge Base | eOne Solutions for articles on global variables and scheduling.