Prospect to cash

The Prospect to cash solution uses Data Integration to synchronize data across Microsoft Dynamics 365 for Finance and Operations, Enterprise edition and Dynamics 365 for Sales instances via the Common Data Service (CDS). The Prospect to cash templates available with the Data Integration feature enable the flow of accounts, contacts, products, sales quotes, sales orders, and sales invoices data between Finance and Operations and Sales. While the data is flowing between Finance and Operations and Sales, you can carry out sales and marketing activities in Sales and handle the order fulfillment with inventory management in Finance and Operations.

This solution provides integration in the following areas:

System requirements for Dynamics 365 for Finance and Operations, Enterprise edition

To use the Prospect to cash solution, you must install the following:

  • Microsoft Dynamics 365 for Finance and Operations, Enterprise edition (July 2017) with Platform update 8 (App 7.2.11792.56024 w/ Platform 7.0.4565.16212)

  • Two hotfixes for Dynamics 365 for Finance and Operations, Enterprise edition (July 2017).

    • KB4036524 - This hotfix enables sales order line synchronization with the Data Integration feature from Finance and Operations to Sales.

    • KB4036461 - This hotfix enables sales order synchronization with the Data Integration feature from Finance and Operations to Sales.

Note: You only need to install KB4036524 because the installation includes the changes from KB4036461.

System requirements for Dynamics 365 for Sales

To use the Prospect to cash solution, you must install the following:

  • Dynamics 365 for Sales version 1612 (8.2.1.207) (DB 8.2.1.207) online or later.
  • Prospect to cash solution for Dynamics 365 for Sales, version 1.14.0.0 (v14) or later.

Install the Prospect to cash solution for Sales

  • Download the Prospect to cash for Dynamics 365 for Sales solution package zip file on CustomerSource.

  • Make sure that the zip file is unblocked so that you do not get the error message "No import packages were found" when you install the solution package. To unblock the file, do the following:

    • Right-click the zip file.
    • Select Properties and then select Unblock.
  • Unzip and run PackageDeployer.exe.

  • Install the Prospect to Cash solution in your Sales instance.

    • Select the Office 365 Deployment type.
    • Select Show advanced.
    • For a quick installation, select a Region. If you select Don’t know, the system searches for all regions and it will take longer to install.
    • Enter User name and Password for an admin user who has the user rights to install.