Get a jump start on integrating between Salesforce and Microsoft Dynamics 365 Business Central using SmartConnect. These templates provide a two-way integration solution, allowing data to flow in both directions between the two systems. You are not required to use all the templates. You can decide which components meet your needs and adapt them to your specific scenario.
The integrations include and connect the following record types:
- Customers (Accounts)
- Contacts (Contacts)
- Items (Products)
- Sales Orders (Opportunities)
The following integrations are available in these templates.
All integrations are included as zipped files in the main download. The integrations will need to be imported individually.
Every integration includes documentation as an HTML document that can be reviewed to manually create the integration or for quick reference.
| Integration | Description |
| BULK CUSTOMERS_BC TO SF | Bulk import of Dynamics 365 Business Central Customers as Salesforce Accounts |
| BULK CUSTOMERS_SF TO BC | Bulk import of Salesforce Accounts as Dynamics 365 Business Central Customers |
| INCREMENTAL CUSTOMERS_BC TO SF | Incremental import of Dynamics 365 Business Central Customers as Salesforce Accounts |
| INCREMENTAL CUSTOMERS_SF TO BC | Incremental import of Salesforce Accounts as Dynamics 365 Business Central Customers |
| BULK CONTACTS_BC TO SF | Bulk import of Dynamics 365 Business Central Contacts as Salesforce Contacts |
| BULK CONTACTS_SF TO BC | Bulk import of Salesforce Contacts as Dynamics 365 Business Central Contacts |
| INCREMENTAL CONTACTS_BC TO SF | Incremental import of Dynamics 365 Business Central Contacts as Salesforce Contacts |
| INCREMENTAL CONTACTS_SF TO BC | Incremental import of Salesforce Contacts as Dynamics 365 Business Central Contacts |
| BULK ITEMS_BC TO SF | Bulk import of Dynamics 365 Business Central Items as Salesforce Products |
| INCREMENTAL ITEMS_BC TO SF | Incremental import of Dynamics 365 Business Central Items as Salesforce Products |
| BULK OPPORTUNITIES_SF TO BC | Bulk import of Salesforce Opportunities as Dynamics 365 Business Central Sales Orders |
| INCREMENTAL OPPORTUNITIES_SF TO BC | Incremental import of Salesforce Opportunities as Dynamics 365 Business Central Sales Orders |
Prerequisites
Before getting started with the Microsoft Dynamics 365 Business Central and Salesforce integration templates, you must have the following:
- A Salesforce account and a Dynamics 365 Business Central account.
- An active SmartConnect license.
- Salesforce and Dynamics 365 Business Central Connection configured in SmartConnect.
- SmartConnect Change tracking extension for Dynamics 365 Business Central is installed.
Dynamics 365 Business Central Requirements
This integration will work with Online, On-premise, and hosted Dynamics 365 Business Central deployments. The templates utilize the ODataV4 web services and will require the pages to be published with the correct name before importing integrations.
| Object Type | Object Id | Service Name |
| Page | 21 | CustomerCard |
| Page | 5050 | ContactCard |
| Page | 5061 | ContactBusRelation |
| Page | 30 | ItemCard |
| Page | 42 | SalesOrder |
The overall process for using each integration:
- Import the integration zip file (This will create the data source and integration in SmartConnect).
- Open the integration and review mapping (and customize if desired).
- Run map.
- Review results.
Here are the steps for importing the integration files:
- Extract the zip file and open the folder to see the integration exports and documentation.
- Open SmartConnect > System > Import:
Click, “Select files to browse” for the downloaded integration exports. Select one of the exports.
- Follow the integration import documentation.
- Click on Processes > Integration Processes to view, modify or run the integrations.
The Bulk integrations can be run without being modified, but you can easily edit the data sources (Dynamics 365 Business Central, Salesforce) and destinations (Dynamics 365 Business Central, Salesforce) to add additional fields and logic.
When using the “Incremental” integrations, the triggers will need to be registered as outlined in the following documentation links.
