The integration of Business Central with Microsoft Dyanmics 365 Sales is not just a technological feat; it’s a strategic move with significant implications for businesses. This dynamic collaboration holds the key to unlocking unparalleled efficiency and insights. By seamlessly connecting financial robustness from Business Central with the customer-centric finesse of Microsoft Dyanmics 365 Sales, organizations can achieve a holistic understanding of their operations.
This translates into enhanced decision-making, streamlined processes, and ultimately, a customer experience that stands out. You must possess the System Administrator security role or comparable rights in Dynamics 365 Sales in order to carry out the actions that are included in this article.
Achieving a successful integration requires careful planning and adherence to best practices. Begin by defining clear objectives for the integration, outlining the specific data points to be synchronized. Leverage standardized connectors and APIs to facilitate communication between Business Central and Dynamics 365 Sales. Regularly update and maintain these integrations to accommodate evolving business needs and software updates.
Engage key stakeholders from both sales and finance departments to ensure the integration aligns with their workflows and requirements. Thorough testing is crucial to identify and address any issues before full deployment, guaranteeing a smooth and effective integration that enhances the overall performance of your business systems.
Create a Dynamics 365 for Sales User
At a bare minimum, this user account must be a non-interactive user account that possesses the necessary privileges to write, read, edit, and remove data in the entities that will be connected with Business Central. You are going to make use of this user account in order to establish the connection between Business Central and Dynamics 365 Sales.
Note:
The changes that you make to entity records that are connected with Business Central will be disregarded by integration synchronization tasks in Business Central. Thus, you should avoid using this account to sign in to Dynamics 365 Sales in order to make modifications to such data.
Install the Business Central Integration Solution
There is a solution that is included in Business Central that gives users the ability to access connected records in Business Central, such as customers and things, from records in Dynamics 365 Sales, such as accounts and products. For the purpose of opening the connected Business Central record, the solution includes the addition of a link on the pages of the Dynamics 365 Sales record.
Additionally, the solution is utilized to show information from Business Central on specific entity records in Dynamics 365 Sales, such as accounts. This is done in a portion of the functionality. The installation of this solution is not required.
- Either the DynamicsNAVIntegrationSolution_v8.zip or the DynamicsNAVIntegrationSolution_v9.zip file should be copied to your computer from the Business Central installation medium (DVD).
The folder titled “CrmCustomization” is where you ought to find these files. The solution package may be found in this file.
- Make use of the zip file version that corresponds to the version of the Dynamics 365 Sales SDK. It is recommended that legacy services that are operating CRM. Also Dynamics 365 Sales version 8.x or earlier utilize the DynamicsNAVIntegrationSolution_v8.zip file. For versions 9.0 and later of Dynamics 365 Sales, the file named DynamicsNAVIntegrationSolution_v9.zip should be utilized.
- It is necessary to load the DynamicsNAVIntegrationSolution.zip file as a solution into Dynamics 365 Sales.
- Other objects, such as Business Central integration security roles, are added to the system as a result of this phase. The Business Central Connection entity and the Business Central Account Statistics entity are both added to the environment.
- Ensure that the Business Central Connection entity is configured to be displayed in the Settings section of Dynamics 365 Sales. This step is optional.
Streamlining Operations:
Integrating Microsoft Dynamics 365 Business Central with Dynamics 365 Sales is a strategic move for businesses seeking enhanced operational efficiency. This integration allows seamless data flow between your financial and sales systems, ensuring real-time visibility into customer transactions, order histories, and financial information.
By breaking down silos between departments, businesses can improve collaboration, reduce manual data entry errors, and accelerate decision-making processes. This streamlined approach empowers sales teams with accurate and up-to-date information, fostering stronger customer relationships and driving overall business growth.
This configuration makes it possible for users of Dynamics 365 Sales who have been given the Business Central Admin role. It is because of making changes to the entity that is stored in Dynamics 365 Sales. It is recommended that the Business Central connection user be given the job of Business Central Integration Administrator. All users that require the usage of the functionalities that are given by the Business Central integration solution should be assigned the Business Central Integration User role.
Remember That
If you install the Business Central integration solution after you have already established a connection to Dynamics 365 Sales. You will need to adjust the connection setting. So that it points to the URL of the Business Central Web client.
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