About Microsoft Dynamics 365 Sales Connector
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Microsoft Dynamics 365 Sales integration with SAP Business One allows Real-time, bi-directional data transfer between SAP Business One and Microsoft Dynamics 365 Sales.
The Microsoft Dynamics 365 Sales integration with SAP Business One supports the replication of essentials masters and transactions between the system. The data entered into Microsoft Dynamics 365 Sales is automatically synchronized into SAP Business One for order management, performance management, and other business functions.
Features
- Object synchronization of Account, Contact, Lead, Opportunity, Sales Quotation, and Sales Order
- Customer master data, Leads and Contacts can be synched between Dynamics 365 and SAP Business One (bidirectional, preconfigured mapping)
- Item master data along with Product Prices integrates to Dynamics 365 (unidirectional). Item Code is mapped with Stock Keeping Unit (SKU), Prices, and Product Code in Dynamics 365. New/updated Product synchs also to Dynamics 365
- Opportunities from Dynamics 365 integrate to SAP Business One on entering the Expected Revenue for an Opportunity in Dynamics 365 (unidirectional)
- Sales Quotations in Dynamics 365 integrate to SAP Business One on enabling the Quotes on Quote Settings window in Dynamics 365 (unidirectional)
- Orders in Dynamics 365 integrate to Sales Orders in Business One (unidirectional)
Benefits
- Information about customers in better quality and quantity
- Marketing automation with better account planning, time management, team collaboration, and high accessibility
Buy & Download
Buy
You can buy the Integration Hub application subscription at any time to keep up with your business needs.
To buy the solutions, you need to visit the https://walldorfsolutions.com/store.
All Integration Hub applications subscription are available at the store. Select the Microsoft Dynamics 365 Sales application and choose Buy Now.
Buying a subscription product comes with 14 days of the trial if applicable (your credit card will not be charged). You can cancel your subscription within 14 days.
Refer to the below knowledge article for details on buying the solutions.
Download
On placing the order at https://walldorfsolutions.com/store.
You will receive an order confirmation email with the product download link and Production key & Sandbox key if applicable.
Installing the product
Install Microsoft Dynamics 365 Sales Connector
To perform the installation of Microsoft Dynamics 365 Sales connector, you need to complete the Integration Solutions add-on and Integration Solutions Installer installation.
Afterward, perform the Microsoft Dynamics 365 Sales connector setup’s in the Integration Hub administration console and in SAP Business One.
For more information on Microsoft Dynamics 365 Sales connector setups, you may refer to the Microsoft Dynamics 365 Sales Knowledge article available on the Walldorf support portal
Activating and Assigning License
Assign your License
You may assign the license in the Integration Hub administration console. During deployment, the application prompts you to provide the license details. Provide the Email, System Type, and License Key information and choose the Submit button.
Refer to the below knowledge article for details on assigning the licenses:
Activate your license
You may activate the license from the customer landscape in the Integration Hub administration console. All deployed applications are displayed in the customer landscape. Right-click on the Microsoft Dynamics 365 Sales template and choose Manage Licenses. Afterward, perform the license activation.
Refer to the below knowledge article for details on activating the license.
https://support.walldorfsolutions.com/portal/en/kb/articles/managing-the-integration-hub-licenses
Microsoft Dynamics 365 Sales Connector for SAP Business One
To view Monthly and Annual subscription
Learn More
Learn More
To learn more about the product, you may refer to the Microsoft Dynamics 365 Sales Knowledge article available on the Walldorf support portal
Talk to Support
Ask any questions
You may raise an incident at the Walldorf support portal.
To raise an incident, you need to create a user accounts at https://support.walldorfsolutions.com/
On creating the account, you may submit your support ticket.
As a customer or partner, you may create a separate user account for your support representatives at the Walldorf support portal. All the support accounts of a customer or partner are linked to your single billing accounts.