MS Dynamics 365 Sales - Microsoft Dynamics 365 Business Central
- Rapidi offers a standard solution for Integrating Microsoft Dynamics 365 Business Central and MS Dynamics 365 Sales (D365 Sales).
- The standard solution consists of a predefined setup of a number of Transfers in your Rapidi Service.
- On a high level, the standard integration comprises Customers, Contacts, Opportunities, Items, Prices, Sales Orders, Posted Sales Invoices and Credit Memos.
- You can easily adapt the standard configuration to your needs by adding or removing specific fields (also custom fields) and you can choose to disable parts of the standard if they are not relevant to your environment.
- In general, the standard solution has been designed to cause a minimal change in your Microsoft Dynamics 365 Business Central and D365 Sales.
Setup requirements in Microsoft Dynamics 365 Business Central
Recommended: Publish the system audit fields/ timestamps in order to use them as a source control on your Rapidi transfers.
You can check this article on how to publish timestamps fields.
No extra fields are required in Microsoft Dynamics 365 Business Central, all corresponding SFDC id will be stored in Rapidi configuration via the Link Storage functionality.
Setup requirements in Microsoft Dynamics 365 Sales
No extra fields are required in Microsoft Dynamics 365 Sales, all corresponding SFDC id will be stored in Rapidi configuration via the Link Storage functionality.
Microsoft Dynamics 365 Business Central -> D365 Sales Transfers