Integrating with Dynamics 365 for Sales

The sales person role is often considered as one the most outward-facing jobs in a business. However, it can be helpful for sales people to be able to look inward in the business and see what is happening on the back end. By integrating Business Central and Dynamics 365 for Sales, you can give your sales people that insight by enabling them to view information in Business Central while they are working in Dynamics 365 for Sales. For example, when preparing a sales quote it could be useful to know whether you have enough inventory to fulfill the order. For more information, see Using Dynamics 365 for Sales from Business Central.

Note

These steps describe the process of integrating online versions of Dynamics 365 for Sales and Business Central.

Overview of the Integration Process

The following steps provide an overview of the steps to integrate Dynamics 365 for Sales with Business Central.

Note

These tasks require the System Administrator security role in Dynamics 365 for Sales and Business Central.

  1. In the Office 365 admin center, set up a user account for connecting to and synchronizing data with Dynamics 365 for Sales. For more information, see Setting Up Integration with Dynamics 365 for Sales.

  2. Assign licenses for Dynamics 365 for Sales to the Business Central users who will use the integrated apps.

  3. Set up a connection to Dynamics 365 for Sales. For more information, see Set Up a Connection to Dynamics 365 for Sales.

  4. Optional: Couple Business Central and Dynamics 365 for Sales records. For more information, see Couple and Synchronize Records Manually.

  5. Synchronize data between the apps. For more information, see Synchronizing Business Central and Dynamics 365 for Sales.

About the Business Central Integration Solution

The solution lets people view information in Business Central while they are working in Dynamics 365 for Sales. For example, it can provide insights into customer statistics, allows users to couple and view records in Business Central from Dynamics 365 for Sales, and allows people to see whether products are available in Business Central.

By default, the Set Up Dynamics 365 for Sales Connection assisted setup guide will import the Business Central integration solution. To do that, the setup guide uses an administrator user account. This account must also be a valid user in Dynamics 365 for Sales with the following security roles:

  • System Administrator
  • Solution Customizer

For more information, see Setting Up User Accounts for Integrating with Dynamics 365 for Sales, Create users in Microsoft Dynamics 365 (online) and assign security roles, and Managing Users and Permissions.

This account is used only one time during the setup. After the solution is imported into Business Central the account is no longer needed. Integration will continue to use the user account that was created specifically for the integration.

In addition to customizing Dynamics 365 for Sales, the Business Central integration solution also creates the following roles in Dynamics 365 for Sales for the integration:

  • Integration Administrator - Allows users to manage the connection between Business Central and Dynamics 365 for Sales. Typically assigned only to the user account for synchronization.
  • Integration User - Allows users to access synchronized data. Typically assigned to the user account for synchronization and any other user who needs to view or access the synchronized data.
  • Product Availability User - Allows users to query product availability in Business Central from Dynamics 365 for Sales.

At the end of the setup guide, Business Central prompts you to couple sales people to users in Dynamics 365 for Sales. Records in Dynamics 365 for Sales usually have an owner (user) assigned to them, and if coupling between the user in Dynamics 365 for Sales and the sales person in Business Central does not exist, synchronization will fail. You can also do this later by using the Couple Salespersons action on the Microsoft Dynamics 365 Connection Setup page.

See Also

Setting Up User Accounts for Integrating with Dynamics 365 for Sales
Set Up a Connection to Dynamics 365 for Sales Synchronizing Business Central and Dynamics 365 for Sales