Dynamics 365 Business Central Integration with CRM (Sales)

In today's video, we will highlight the native integration between Dynamics 365 Business Central and CRM (Sales). We will also demo data syncing between the two systems.
The agenda will cover the following topics in more detail:
• BC & CRM Integration Flow
• Dataverse Connection Setup
• Integration Table Mapping
• Coupling Records
• Job Queues
• Demo of syncing data
If you have additional questions, email us at [e-mail]
Visit our website: www.websan.com

[@aidenkaskela2055]

This is a really informative, helpful video. Thanks so much for taking the time to share!

[@WebSanSolutionsInc]

Glad you enjoyed the content!

[@user-vm8bt3cq4y]

Thanks, so much! This video helped me a lot!

[@magnusjeppesen]

Awesome video! Really easy to understand :)
Do you know how to sync new columns created in Dataverse, to BC - i.e. a new column is created in Dataverse on Account, and I want to use that column in the Integration Table Filter for CUSTOMER. The field doesn't show up when editing the filter on the Filter Page

[@WebSanSolutionsInc]

@magusjeppesen, sorry for the late reply!
To answer your question would require a developer to write custom code in AL to sync the new custom column. The Dataverse Connection can be modified, but it requires development work.

[@maheshkdr]

Hello, one question regarding the licensing requirement for integrating BC with CRM, do we need a license for interfacing user account in both systems? if yes does it need to be full license or team member license is enough?

[@WebSanSolutionsInc]

Yes you will just need a team member licese

[@willgart1]

Hi,
is there an option to deploy the solution in a sandbox without connecting business central to it?
I'm setting up a new sandbox and I try to move some solution from a dev to this new sandbox, but I cant because the business central solutions are not deployed in my new sandbox.

[@WebSanSolutionsInc]

Generally the solution is deployed by Business Central to D365S…we've never had anyone try to just deploy the solution without a connection to Business Central before.

[@agustinpuet2662]

Hi, i see in your CRM Account card on the right that you have the "Dynamics 365 Business Central Customer No.", i don't see the same in my enviroment, which is the name of the field?

[@WebSanSolutionsInc]

That section or tab should automatically show when the BC/CRM integration is completed

[@skylerwhite2027]

Hi,
I tried today to sync the contacts from business central to sales professional. I dont know what I am doing wrong, but is not working.
Can you help me please?

[@WebSanSolutionsInc]

We provide consulting services to our Business Central and Dynamics 365 Customer Engagement (Sales Professional included) Clients only. If you're interested in becoming a customer of ours, please reach out at [e-mail]