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

Contents

•  Overview: Understanding the Salesforce – Microsoft Dynamics 365 Business Central integration template
  • Features and benefits
  • Supported integration flows
  • Error handling
• Install the Salesforce – Microsoft Dynamics 365 Business Central integration template
• Configure and run flows in the Salesforce – Microsoft Dynamics 365 Business Central integration template

Microsoft Dynamics 365 Business Central is a software-as-a-service (SaaS) platform that ensures business continuity with a cloud solution that connects sales, service, finance, and operations teams to help them adapt faster and deliver results. This can all be performed with a standard REST API in JSON format. This template allows you to connect Salesforce to Microsoft Dynamics 365 Business Central and manage your customers and sales orders.

The Salesforce – Microsoft Dynamics 365 Business Central template contains integration flows to automate processes for Microsoft Dynamics 365 Business Central customers who are transferring Salesforce accounts to Business Central customers or transferring Salesforce opportunities to Business Central sales orders. After installing and configuring the Microsoft Dynamics 365 Business Central – Salesforce template, you can enable only those flows needed for your business requirements.

Features & benefits

• Automate workflows and synchronize accounts, customers, and opportunities.
• Self-service user experience – when you customize the Celigo integrator.io template you gain control over the user interface in your company’s integrations.
• Integrate effortlessly with a purpose-built, out-of-the-box integration.
• Save time and minimize errors by eliminating manual data entry.

Supported integration flows

The Celigo quickstart bundle contains workflows that you can easily configure and deploy without coding or IT support. The following built-in flows sync from the specified source data to the corresponding destination.

Salesforce to Microsoft Dynamics 365 Business Central

Error handling

Most integrator.io error messages clearly explain the error and suggest troubleshooting methods. If you are unsure of what the error means, contact Celigo support.

For errors passed through from Microsoft Dynamics 365 Business Central or Salesforce, see the respective endpoint documentation.