Prospect to cash

The Prospect to cash solution provides direct synchronization across Microsoft Dynamics 365 for Finance and Operations, Enterprise edition, and Microsoft Dynamics 365 for Sales. The Prospect to cash templates that are available with the Data Integration feature enable the flow of data for accounts, contacts, products, sales quotations, sales orders, and sales invoices between Finance and Operations and Sales. While data is flowing between Finance and Operations and Sales, you can perform sales and marketing activities in Sales, and you can handle order fulfillment by using inventory management in Finance and Operations.

In the current version, the Prospect to cash solution provides the following types of direct synchronization:

In earlier versions, the Prospect to cash solution provides the following types of non-direct synchronization:

System requirements for Finance and Operations

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

  • Microsoft Dynamics 365 for Finance and Operations, Enterprise edition (July 2017) with platform update 8 (application build 7.2.11792.56024 with platform build 7.0.4565.16212)
  • The following hotfixes for Finance and Operations:

    • KB4045570 – This hotfix enables sales order synchronization from Sales to Finance and Operations via the Data Integration feature. It also provides several other enhancements.
    • KB4036524 – This hotfix enables sales order line synchronization from Finance and Operations to Sales via the Data Integration feature.
    • KB4036461 – This hotfix enables sales order synchronization from Finance and Operations to Sales via the Data Integration feature.

      Note

      You only have to install KB4045570, because the installation includes the changes from the other Microsoft Knowledge Base (KB) articles.

System requirements for Sales

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

  • Microsoft Dynamics 365 for Sales version 1612 (8.2.1.207) (DB 8.2.1.207) online
  • Prospect to cash solution for Microsoft Dynamics 365 for Sales, version 1.15.0.0 (v15) or later

Install the Prospect to cash solution for Sales

  1. Download the Prospect to cash for Dynamics 365 for Sales solution package zip file from CustomerSource.
  2. Make sure that the zip file is unblocked. Otherwise, when you try to install the solution package, you receive the following error message: "No import packages were found." To unblock the zip file, right-click it, and select Properties. Then select Unblock.
  3. Unzip and run PackageDeployer.exe.
  4. Install the Prospect to cash solution on your Sales instance:

    1. Select Office 365 as the deployment type.
    2. Select Show advanced.
    3. For a quick installation, select a region. If you select Don't know, the system searches for all regions, and the installation will take more time.
    4. Enter the user name and password of an admin user who has installation rights.