Dynamics Business Central- My Favorite Things #6- Direct Integration with D365 for Sales

-

 


Microsoft Dynamics 365 Business Central 
 My Top 10 Favorite Things
#6- Direct Integration for Dynamics 365 Business Central and Dynamics 365 for Sales (CRM)

If you have ever tried to integrate your CRM system with your ERP system on-premise, you understand that integrations can be complicated, costly, and difficult to build. First, you have to decide what is your master record of truth, which data gets passed and shared, and how the integration should work. Then you have to design the integration, build it, finagle it, and then test it. Usually it requires a software partner and technical consultants. 

When selecting an ERP system, wouldn't it be nice if it just "worked" and synced with your CRM system. The good news is there is a system that does this! Dynamics 365 Business Central has a built-in sync and automatic integration with Dynamics 365 for Sales.

What Does This Mean? 
Business Central will allow you to automatically sync documents and records like Orders, Invoices, Contacts, Accounts, & Opportunities using Microsoft DataFlex, formerly known as the Common Data Service or (CDS)

Do I have to be a programmer or developer to make these changes? 
No, that is the great part of the BC user interface. Making changes is very easy and does not require a developer for most minor changes. It will require a couple service accounts to get you started. I would write this whole blog about these capabilities but Renato did a great job explaining this in his blog already: https://www.fajdiga.info/blog/2020/02/22/enable-cds-integration-with-dynamics-365-business-central-2020-wave-1/.

When Does The Data Sync?   
The great thing about the sync is you have full control on when the data will be synced between the two pieces of Dynamics 365 and when. You can determine also which types of documents you want to sync. 

Can I do the same thing with SalesForce? 
Are you kidding me? SalesForce to Dynamics integrations are costly, expensive and require lots of mapping. But it is possible with API integrations and some talented tech folks, like the amazing ones on my team. 

Where can I view these capabilities? 
Check out my pre recorded webinar on this topic: On Demand: Automating the Quote to Cash Cycle
I also highly recommend checking out these videos from Microsoft: 



Comments

Post a Comment

Popular posts from this blog

Formatting Phone Numbers in SQL Reporting Services

-
Image
Every time, without fail, I need to create a phone number on an SSRS report for a client and get stuck with phone formatting. Every time I am searching forums. I thought it would be awesome if it was in some amazing blog that I could visit and copy from each time. So... here it is, if not for myself, then for others: In Report Builder or visual studio, add your phone number field to the report.  Right click on that text box where you added the field and click on expression.  Clear the formula box and type in the expression below. Formula to Use:  =IIF(Fields!Phone.Value Is Nothing, Nothing, IIF(IsNumeric(Fields!Phone.Value), Format(Val(Fields!Phone.Value), "(000) 000-0000"), Fields!Phone.Value)) Note:  My field is actually called Phone. If your field is not called phone, you will need to replace it with your phone field name. (Like: Fields!E_T_PHONE_HOME.Value) Then click on OK at the bottom of the expression box. Run your report.
Read more

How to have your vendors and customer self onboard in Business Central using Power Automate (Flow) and BC

-
Image
 Hi Everyone,   Due to popular asks from my sessions back at Directions EMEA, please see my video on how to create a Power Automate to have your customers and vendors onboard themselves using Microsoft Forms, Microsoft Teams, Dynamics 365 Business Central and Twitter.  You can try my flow at:  https://forms.office.com/r/Em6MZ7Gyr0 Questions, feel free to email me at smullins@accelerynt.com or follow me on twitter @1shannonmullin1.
Read more

Dynamics 365 Business Central (BC) Growth is Insane!

-
Image
  The latest announcement coming out of the Dynamics Business Central (BC) Microsoft virtual event last month was the extremely rapid growth of the software. There are now over 10,000 customers using D365 Business Central cloud-based ERP software with a strong 125k on-premise base. That’s a 250% growth rate! The momentum for this product is amazing! It is no surprise with the amazing ease of use features, monthly subscription fees (not annual), fast implementation, and full integration with Microsoft Office 365 functionality.  To imagine what the software will be 5-10 years from now, let's assume we keep on the same trajectory for a 250% year-over-year growth. What does that look like in terms of numbers of users using BC Cloud? If you look at the graph below, at this current rate, BC will exceed 25,000 customers next year and be well over 100,000 customers by 2023. I believe based on what I am seeing and hearing from the market that this growth rate will continue for at least the
Read more