If you use Dynamics 365 Sales for your customer engagement, you can enjoy seamless integration in the lead-to-cash process by using Business Central for backend activities such as processing orders, managing inventory, and doing your finances.
Before you can use the integration capabilities, your system administrator must set up the connection and define users in Dynamics 365 Sales.
Integrating the applications lets you access data in Sales from Business Central, and in some cases the other way around. You can work with and synchronize data that both services have in common, such as customers, contacts, and sales information, and keep the data up to date in both applications.
For example, a salesperson in Dynamics 365 Sales can use the price lists from Business Central when they create a sales order. When they add the item to the sales order line in Dynamics 365 Sales, they can see the inventory level (availability) of the item from Business Central.
Conversely, order processors in Business Central can handle sales orders that are automatically or manually transferred from Dynamics 365 Sales. For example, they can create and post sales order lines for items or resources that were entered in Dynamics 365 Sales as write-in products.
The assisted setup guide lets you choose the data to synchronize. Later, you can also set up synchronization for specific records. This is referred to as coupling. For example, you can couple a specific account in Dynamics 365 Sales with a specific customer in Business Central.
You can also create (and couple) an account in Dynamics 365 Sales based on, for example, a customer record in Business Central using Create Account in Dynamics 365 Sales, or vice versa, using Create Customer in Business Central.
To synchronize data between Business Central and Dynamics 365 Sales, you must first couple records. For example, if you want to see accounts in Dynamics 365 Sales as customers in Business Central, you must couple the two types of records. To do that, on the Customers list page in Business Central, use the Set Up Coupling action. Then specify which Business Central customers to match to which accounts in Dynamics 365 Sales.
