Microsoft Dynamics 365 Business Central and CRM Integration
- Integration Overview
- Overall Concept
- Licensing Reduction
- Single Platform Experience for Users
- Seamless Integration and Efficiency
- Setup & Configuration
- BC Integration Deployment and Dataverse Connection
- Mappings, Coupling, and Sync Options
- Custom Field Mapping
- Dynamics 365 Connection
- Dynamics 365 Sales Integration Experience
- Creating a Prospect and Quote
- Promoting a Prospect and Quote to BC
- Promoting an Order for an Existing Account to BC
- Viewing Synced Products, Orders, Invoices, and Statuses
- Dynamics 365 Business Central Integration Experience
- Newly Created Customers
- Dashboard Experience
- Manual Coupling
- Newly Created Quotes or Orders
- Dashboards and Efficiencies
