Configure and run flows in the Salesforce – Microsoft Dynamics 365 Business Central quickstart integration template

Contents

• Overview: Understanding the Salesforce – Microsoft Dynamics 365 Business Central quickstart integration template
• Install the Salesforce – Microsoft Dynamics 365 Business Central quickstart integration template
•  Configure and run flows in the Salesforce – Microsoft Dynamics 365 Business Central quickstart integration template
  • Salesforce accounts to Microsoft Dynamics 365 Business Central customers
  • Salesforce opportunities to Microsoft Dynamics 365 Business Central sales orders

You can install the Salesforce – Microsoft Dynamics 365 Business Central integration template from the integrator.io Marketplace.

Salesforce accounts to Microsoft Dynamics 365 Business Central customers

This integration flow syncs Salesforce accounts as Microsoft Dynamics 365 Business Central customers.

Setup instructions

1. Provide the company name in export filters to retrieve the company details in Microsoft Dynamics 365 Business Central’s record type.
2. Configure the static map for Billing Country.

Flow details

• Export source: Salesforce
• Import destination: Microsoft Dynamics 365 Business Central
• Built-in export: Get Salesforce accounts – get an account from Salesforce
• Built-in lookup: Get Microsoft Dynamics 365 Business Central companies by display name – get Microsoft Dynamics 365 Business Central companies by displayName
• Built-in import: Import Microsoft Dynamics 365 Business Central customers – add or update customers into Business Central with displayName as the lookup identifier

Results mappings: Get Salesforce accounts

Import mappings: Add or update customers

Salesforce opportunities to Microsoft Dynamics 365 Business Central sales orders

This integration flow syncs Salesforce opportunities to Microsoft Dynamics 365 Business Central sales orders.

Before you begin

1. The items available in Salesforce should also be available in Microsoft Dynamics 365 Business Central.

Set up instructions

1. Set Concurrency level to 1 for the Microsoft Dynamics 365 Business Central connection.
2. You must provide the company name and details in the export filter to create a sales order in Microsoft Dynamics 365 Business Central.
3. Configure dynamic map for itemId in mapping as per requirement on Microsoft Dynamics 365 Business Central sales order lines import.

Flow details

1. Export source: Salesforce
2. Import destination: Microsoft Dynamics 365 Business Central
3. Built-in export: Get Salesforce opportunities – get an opportunity from Salesforce
4. Built-in lookup: Get Microsoft Dynamics 365 Business Central companies – get all companies by displayName
5. Built-in import: Import Microsoft Dynamics 365 Business Central customers – Add (or update) customers into Microsoft Dynamics 365 Business Central with displayname as the lookup identifier
6. Built-in import: Import Microsoft Dynamics 365 Business Central sales orders – add or update sales orders into Microsoft Dynamics 365 Business Central with external DocumentNumber as lookup identifier
7. Built-in import: Import Microsoft Dynamics 365 Business Central sales order lines – add or update sales order lines into Business Central with the description as the lookup identifier

Results mappings: Get all companies from Business Central

Import mappings: Get all customers by displayName

Response mappings: Get all customers by CustomerId

Import mappings: add or update sales orders into Business Central

Response mapping: Get all sales orders by SalesorderId