Sync Salesforce contacts to Microsoft Dynamics 365 Business Central contacts (add or update)

Contents

• Understand the flow
• Enable the flow in the integration app
• Understand the contact records in Salesforce and Microsoft Dynamics 365 Business Central

The Salesforce contact to Microsoft Dynamics 365 Business Central contact add/update flow is a real-time flow that syncs Salesforce contacts as Microsoft Dynamics 365 Business Central contacts provided that the associated account is already synced as a Customer to Microsoft Dynamics 365 Business Central. Once the contact is synced, any subsequent updates in Salesforce are automatically synced to Microsoft Dynamics 365 Business Central. This flow triggers automatically when you update an existing contact or create a contact for an account.

Understand the flow

In the Salesforce contact to Microsoft Dynamics 365 Business Central contact add/update flow, the Get contacts from Salesforce export gets the contacts from Salesforce. The Lookup contact from Microsoft Dynamics 365 Business Central flow step looks for the contacts in Microsoft Dynamics 365 Business Central with Salesforce contact ID:

• When a new contact is created in Salesforce, the flow checks whether the contact already exists in Microsoft Dynamics 365 Business Central, then whether the Salesforce contact is associated with a Salesforce account that has already been synced to Microsoft Dynamics 365 Business Central.
• If the Salesforce contact doesn't exist but is associated with a synced Salesforce account, the flow creates a contact in Microsoft Dynamics 365 Business Central and syncs the Microsoft Dynamics 365 Business Central contact's Microsoft Dynamics 365 Business Central ID to the corresponding Salesforce contact. 
• When a contact is updated in Salesforce, the flow updates the corresponding contact in Microsoft Dynamics 365 Business Central. 
• If there are any errors while synching, they will display on the dashboard.

The Post contact to Microsoft Dynamics 365 Business Central import syncs the contacts to Microsoft Dynamics 365 Business Central. The Write Microsoft Dynamics 365 Business Central ID back to Salesforce contact flow step writes the Microsoft Dynamics 365 Business Central ID back to the Salesforce contact

Sync existing Salesforce contacts to Microsoft Dynamics 365 Business Central

To sync existing contacts, you'll need to edit and save them manually. Make sure that the Salesforce contact is associated with a Salesforce account that has already been synced to Microsoft Dynamics 365 Business Central. 

Enable the flow in the integration app

Prerequisite: To sync a Salesforce contact to a Microsoft Dynamics 365 Business Central Contact, the Microsoft Dynamics 365 Business Central ID field of the Salesforce contact cannot be empty.

1. Log in to your integrator.io account
2. Click on the Salesforce - Microsoft Dynamics 365 Business Central integration app tile.
3. Go Flows > Contact.
4. Next to the Salesforce contact to Microsoft Dynamics 365 Business Central contact add/update flow, use the toggle button to enable the flow.
5. In your Salesforce Account, go to the Contact object.
6. From the available list of Contact, click the desired opportunity.
7. Click Edit.
8. Make the desired updates and click Save.

If everything is configured correctly, the details that you updated in the opportunity will be automatically synced to the sales order to Microsoft Dynamics 365 Business Central.

You can see the flow status in the integrator.io Dashboard. On a successful sync, for every record, the success count of the flow including the import and export is shown as 1.

Understand the contact records in Salesforce and Microsoft Dynamics 365 Business Central

The Salesforce contact to Microsoft Dynamics 365 Business Central contact add/update flow syncs the following information to Microsoft Dynamics 365 Business Central:

Salesforce contact

• Company No and Company Name
• Celigo Salesforce contact ID
• Celigo Salesforce contact last updated
• Address details

The flow also updates the below details to Salesforce:

• Business Central ID
• Created By
• Last Modified By

Microsoft Dynamics 365 Business Central contact