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Salesforce.com - Microsoft Dynamics 365 Business Central

  • Rapidi offers a standard solution for Integrating Salesforce.com and Microsoft Dynamics 365 Business Central.
  • 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 Customer, Contact, Opportunity, Item Integration
  • In addition to this, you can choose to install a Salesforce.com application called SalesHistory3 that contains Salesforce.com objects to populate Posted Invoices/Credit Memos and Customer Ledger Entries (visible on the Salesforce.com Account).
  • The standard solution supports multiple Business Central (BC) Companies and multiple currencies from the start. This can be removed if it is not applicable to your environment.
  • You can easily adapt the standard configuration to your needs by adding or removing specific fields (also custom fields) and you choose to disable parts of the standard if it is 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.


Setup requirements in Microsoft Dynamics 365 Business Central

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 or the Mirror Technology.

Setup requirements in Salesforce.com

Add extra fields to the following objects in SDFC whichever is applicable:

SFDC Object Fieldname Data Type Appplicability Remarks
Account Legal_Entity__c Picklist Customer integration Field that contains a list of abbreviations for the BC Company name.

Used to specify what BC Company this Account belongs to.

Only needed if you have more than one Company in BC.
Contact Legal_Entity__c Formula Contact integration Account.Legal_Entity__c

Only needed if you have more than one Company in BC.
Opportunity Legal_Entity__c Formula

Opportunity integration

 Account.Legal_Entity__c

Only needed if you have more than one Company in BC.
Opportunity OrderNumber__c Text20

Opportunity integration

 Field to hold the BC Sales Order number

(automatically assigned in BC and written back to the Opportunity in SFDC).

Install new objects in Salesforce.com


Sales history integration

This is applicable for sales history integration.

 

Install new objects (SalesHistory3) in Salesforce.com to transfer posted invoices and customer ledger entries from Microsoft Dynamics 365 Business Central to Salesforce.com.

 

Below is the link to install the SalesHistory3 application in Salesforce production instance:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYX

 

Below is the link to install the SalesHistory3 application in Salesforce sandbox instance:

https://test.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYX

 

Sales order integration

This is applicable for sales order integration.

 

Install an add-on to the SalesHistory3 app in Salesforce.com in order to transfer a copy of open sales orders from Microsoft Dynamics 365 Business Central to Salesforce.com.

 

Below is the link to install the add-on in Salesforce production instance:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYc

 

Below is the link to install the add-on in Salesforce sandbox instance:

https://test.salesforce.com/packaging/installPackage.apexp?p0=04tF00000002NYc