Salesforce and Dynamics 365 Business Central Integration
B2B Sales Cycle Integration
Salesforce and Dynamics 365 Business Central Connector Overview
Salesforce and Dynamics 365 Business Central Integration made easy with APPSeCONNECT’s pre-built connector that can seamlessly automate data between the two systems and streamline critical business processes efficiently. If you use Salesforce as your customer relationship management platform and Dynamics 365 Business Central as your ERP to manage back-end operations, this package will automate your online B2B sales workflows by enabling ready accessibility to critical customer data through real-time bidirectional data sync, leading to improved productivity and efficient sales cycles.
This ready-to-use Salesforce and Dynamics 365 Business Central connector will let you integrate the applications with the help of pre-configured and time-tested workflows (ProcessFlows), significantly reducing your time and effort in configuring and designing the integration.
Our integration packages or connectors are like blueprints that provide pre-defined entities and field mappings to enable seamless exchange of data between the source and destination applications. Just Install, Deploy and Execute the packages to automate business processes efficiently and amplify your growth.
Workflows You Can Automate
- Dynamics 365 Business Central to Salesforce
Sync newly onboarded Customer(s) and their details in the business line-up. The following Customer(s) details will be synced from Dynamics 365 Business Central to Salesforce: Name, Email Id, Phone, Fax, Billing Address and Shipping Address.
Sync and add the Contact Persons details for the incoming Customer(s) from Dynamics 365 Business Central to Salesforce and sync the following details: Salutation, Name, Email, Phone, Mobile Phone, Title, and Address details. - Salesforce to Dynamics 365 Business Central
Sync the newly onboarded Account(s) and their details in the business line-up. The following Account(s) details will be synced from Salesforce to Dynamics 365 Business Central: Name, Email Id, Phone No, Payment Terms Code, Payment Method Code, Language Code, Location Code, Fax, Billing Address and Shipping Address details.
Sync and add the Contact Persons details for the incoming Account(s) from Salesforce to Dynamics 365 Business Central and sync the following details: Name, E_mail, Phone, Mobile Phone, Job_Title, Fax, and Address Details.
- Dynamics 365 Business Central to Salesforce
Sync the newly added Products(s) and their details in the business line-up. The following Product(s) details will be synced from Dynamics 365 Business Central to Salesforce: Name, SKU, Product Description, and Unit Price
- Dynamics 365 Business Central to Salesforce
Sync the newly added Orders(s) and their details in the business line-up. The following Order(s) details will be synced from Dynamics 365 Business Central to Salesforce: Status, AccountId, Start Date, Description, and Order Billing Address and Order Shipping Address.
Add the Order Line-Item details of the Incoming Orders(s) from Dynamics 365 Business Central to Salesforce and sync the following details: Product Id, Quantity, Unit Price, Description. - Salesforce to Dynamics 365 Business Central
Sync the newly added Orders(s) and their details in the business line-up. The following Order(s) details will be synced from Salesforce to Dynamics 365 Business Central: Sell to Customer No, Sell to Customer Name, External Document No, Location Code, Currency Code, Start Date, and Order Billing Address and Order Shipping Address.
Add the Order Line Item details of the Incoming Orders(s) from Salesforce to Dynamics 365 Business Central and sync the following details: Item No, Quantity, Unit Price, Description, and WebId.
- Salesforce to Dynamics 365 Business Central
Sync the newly added Quotations(s) and their details in the business line-up. The following Quote(s) details will be synced from Salesforce to Dynamics 365 Business Central: Sell to Customer No, Sell to Customer Name, External Document No, Location Code, Currency Code, Due Date, Document Date, Description, Payment Terms Code, Payment Method Code, Payment Discount Options, Quote Contact No and Quote Billing Address and Quote Shipping Address.
Add the Quote Line Item details of the Incoming Quote(s) from Salesforce to Dynamics 365 Business Central and sync the following details: Item No, Quantity, Unit Price, Description, Location Code, and Discount Percentage.
Package Key Features
- Easy Package Sharing & Installation: One-step installation and easy sharing of integration packages allow citizen integrators to effortlessly deploy and share packages with minimum time and effort. Learn more by visiting Processflow Packaging.
- Automated Business Cycle Integration: Ready-to-use integration packages enable easy plug-and-play automation for all business processes.
- Pre-Implemented Mappings: Pre-implemented mappings for all required ProcessFlows within the integration package help minimize manual efforts during deployment. Users can also deploy customized mappings as per business process.
Start Your Automation Journey Today!
Start your journey towards automating your business processes with speed and agility to eliminate inefficient, redundant, error-prone data exchange with enterprise security.
APPSeCONNECT is a modern and intelligent Integration Platform as a Service (iPaaS) which can seamlessly connect your entire application stack and streamline data flow across all your systems to eliminate silos, unify operations and drive alignment.
Apps Included
Salesforce
Dynamics 365 Business Central
Category
- CRM Integration
- ERP Integration
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