Install the Salesforce – Microsoft Dynamics 365 Business Central quickstart integration template

You can install the Salesforce – Microsoft Dynamics 365 Business Central quickstart template from the integrator.io Marketplace (U.S. | EU).

Before you install

A. Create your Celigo iPaaS account

Sign up for an integrator.io account with administrative access.

Install Salesforce – Microsoft Dynamics 365 Business Central

1. Click the Marketplace menu in integrator.io.
2. From the list of software publishers, select either Microsoft Dynamics 365 Business Central or Salesforce.
3. Find the Salesforce – Microsoft Dynamics 365 Business Central template and click Preview.
   Salesforce – Microsoft Dynamics 365 Business Central template
4. Review the template’s contents and click Install now to begin.

Set up the connections and integrate with Salesforce

Next, you’re presented with setup options for Microsoft Dynamics 365 Business Central and Salesforce.

Connect to Microsoft Dynamics 365 Business Central

Click Configure to establish the Microsoft Dynamics 365 Business Central connection. 

If you have already set up a connection to Microsoft Dynamics 365 Business Central, select it from the list. Otherwise, click Set up new connection and provide your Microsoft Dynamics 365 Business Central account credentials.

Click Save & close to test the connection and return to the template installation.

Set up a Microsoft Dynamics 365 Business Central connection

Connect to Salesforce

Click Configure to establish the Salesforce connection.

If you have already set up a connection to Salesforce, select it from the list. Otherwise, click Set up new connection and provide your Salesforce account credentials.

Click Save & close to test the connection and return to the template installation.

Set up a Salesforce connection

Get started with the quickstart template

Now that you’ve installed this quickstart template in your integrator.io account, understand how to configure and run your flows:

• To familiarize yourself with the integration tile, refer to Understand how to use your integration tile
• To know more about how to schedule or run a flow, refer to Schedule data flows
• To know how to use the flow-dashboard, refer to Understand your dashboards
• To understand template management, refer to Delete or restore a Quickstart integration template