Managing Customers and Sales Created in Dynamics 365 for Sales

If you use Dynamics 365 for Sales for customer engagement, you can use Dynamics 365 for order processing and finances and have seamless integration in the lead-to-cash process.

When your application is set up to integrate with Dynamics 365 for Sales, you have access to Sales data from Dynamics 365 and the other way around in some cases. This integration enables you to work with and synchronize data types that are common to both services, such as customers, contacts, and sales information, and keep the data up to date in both locations.

For example, the sales person in Dynamics 365 for Sales can use the price lists from Dynamics 365 when they create a sales order. When they add the item to the sales order line in Dynamics 365 for Sales, they are also able to see the inventory level (availability) of the item from Dynamics 365.

Note

This functionality requires that your experience is set to Suite. For more information, see Customizing Your Dynamics 365 Experience.

Setting up the connection

From Home, you can access the Dynamics 365 for Sales Connection Setup assisted setup guide that helps you set up the connection. Once that is done, you will have a seamless coupling of Dynamics 365 for Sales records with Dynamics 365 records.

Note

The following explains the assisted setup, but you can perform the same tasks manually in the Dynamics 365 for Sales Connection Setup window.

In the assisted setup guide, you can choose which data to synchronize between the two services. You can also specify that you want to import your existing Dynamics 365 for Sales solution. In that case, you must specify an administrative user account.

Setting up the user account for importing the solution

To import an existing Dynamics 365 for Sales solution, the setup guide uses an administrative account. This account must be a valid user in Dynamics 365 for Sales with the following security roles:

  • System Administrator
  • Solution Customizer

For more information, see Create users and assign Microsoft Dynamics 365 (online) security roles on techNet and How to: Manage Users and Permissions.

This account is only used during the setup. Once the solution is imported into Dynamics 365, the account is no longer needed.

Setting up the user account for synchronization

The integration relies on a shared user account. So in your Office 365 subscription, you must create a dedicated user that will be used for synchronization between the two services. This account must already be a valid user in Dynamics 365 for Sales, but you do not have to assign security roles to the account because the setup guide will do that for you. You must specify this user account one or more times in the setup guide, depending how much synchronization you want to enable. For more information, see Create users and assign Microsoft Dynamics 365 (online) security roles on techNet.

If you choose to enable item availability, the integration user account must have a web services access key. This is a two-step thing in the Dynamics 365 page for that user account, you must choose the Change Web Service Key button; and in the Dynamics 365 Connection setup guide, you must specify that user as the OData web service user.

If you choose to enable sales order integration, you must specify a user that can handle this synchronization - the integration user or another user account.

Coupling records

In the assisted setup guide, you can choose to synchronize between the two services. But later, you can also set up synchronization of specific types of data. This is referred to as coupling, and this section provides recommendations for what you must take into consideration.

For example, if you want to see Dynamics 365 for Sales accounts as customers in Dynamics 365, you must couple the two types of records. It is not very complicated - you open the Customer List window in Dynamics 365, and there is an action in the ribbon to couple this data with Dynamics 365 for Sales. Then you specify which Dynamics 365 customers match which accounts in Dynamics 365 for Sales.

In certain areas, the functionality relies on you couple certain sets of data before other sets of data as shown in the following list:

  • Customers and accounts
    • Couple salespeople with Dynamics 365 for Sales users first
  • Items and resources
    • Couple units of measure with Dynamics 365 for Sales unit groups first
  • Items and resource prices
    • Couple customer price groups with Dynamics 365 for Sales prices first

Note

If you are using prices in foreign currencies, make sure that you couple currencies to Dynamics 365 for Sales transaction currencies.

Dynamics 365 for Sales sales orders depends on additional information like customers, units of measure, currencies, customer price groups, items and/or resources. In order for Dynamics 365 for Sales sales orders to work seamlessly, you must couple customers, units of measure, currencies, customer price groups, items and/or resources first.

Synchronizing records fully

At the end of the assisted setup guide, you can choose the Run Full Synchronization action to start synchronizing all Dynamics 365 records with all related records in the connected Dynamics 365 for Sales solution. In the CRM Full Synch. Review window, you choose the Start action. The synchronization then begins to execute jobs according to dependencies. For example, currency records are synchronized before customer records. The full synchronization may take a long time and will therefore run in the background so that you can continue to work in Dynamics 365.

To check the progress of individual jobs in a full synchronization, drill down on the Job Queue Entry Status, To Int. Table Job Status, or From Int. Table Job Status field in the CRM Full Synch. Review window.

From the Dynamics 365 Connection Setup window, you can get details about full synchronization at any time. From here, you can also open the Integration Table Mappings window to see details about the tables in Dynamics 365 Business edition and in the Dynamics 365 for Sales solution that must be synchronized.

See Also

Relationship Management
Working with Dynamics 365
Customizing Your Dynamics 365 Experience
How to: Manage Users and Permissions
Onboard your organization and users to Dynamics 365 (online)

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