Microsoft Dynamics 365 Business Central and Zoho CRM Integration
Microsoft Dynamics 365 Business Central with Zoho CRM
Integration Endpoints
- CONTACT
- PRODUCT
- ORDER
- INVOICE
- Once new Accounts and their Contacts are created in Zoho, these Accounts and Contacts will be automatically synced in Dynamics Business Central as Customer and Contacts respectively. Details that include their billing and shipping addresses, the contact information of existing Accounts and Contacts will also be synced. Customer/Accounts and Contacts sync works bi-directionally. Existing customer & Contact details can be sync back to Zoho from Dynamics Business Central.
- Any Item listed in your Dynamics Business Central will be uploaded as Products in Zoho CRM system. One Sales Price in Dynamics Business Central will be mapped as the standard price in CRM system, additional Sales Prices will be mapped with Price Books created in Zoho. So, when the Product is synced from Dynamics Business Central. to Zoho, multiple Sales Prices will also be synced to CRM. Price Books are generally assigned to different customer groups to offer discounted prices to Resellers/ Wholesalers.
- The Zoho CRM Sales Orders with its current status will be synced as Dynamics Business Central Sales Orders. Items selected, tax, billing, shipping address, due date, etc. of the Sales Order will be synced in Dynamics Business Central.
- Appseconnect will sync back the payment method from Zoho to Dynamics Business Central For sales. Zoho CRM Invoices will be synced back as Dynamics Business Central Invoice.
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Integration Resources
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APPSeCONNECT recently organized a webinar titled ‘Zoho Integration with Microsoft Dynamics NAV through APPSeCONNECT’. Check out the video and round-up blog now.
Vision Techno – APPSeCONNECT’s Zoho Partner From South America
Vision Tecno is a company based out of Colombia and are experts in the implementation of ZOHO suite. They are the leaders in the implementation of solutions in the cloud as well. We are proud to have them as our Partner from the LATAM region!
Innovatek SARL – APPSeCONNECT’s Zoho Partner From MENA Region
Innovatek SARL is an international company based out of Lebanon, specialized in consultancy services for the implementation of technological solutions, mainly Zoho solutions. We are proud to have them as our Partner from the MENA region!
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