![]() In Sales, sales orders depend on information such as customers, units of measure, currencies, customer price groups, and items and/or resources. If your prices or customers use foreign currencies, make sure that you couple currencies to Sales transaction currencies. DataĬouple units of measure with Sales unit groupsĬouple customer price groups with Sales prices ![]() In some cases you must couple certain sets of data before other sets of data, as shown in the following table. Synchronize Now action which will ask whether to overwrite Sales or Business Central record data. When you set up coupling between two records, you can also manually request current record, for example a customer, to be overwritten immediately by account data from Sales (or from Business Central) using Synchronize Now action. You can also create (and couple) an account in Sales based on, for example, customer record in Business Central using Create Account in Dynamics 365 for Sales, or vice versa, using Create Customer in Business Central. Then specify which Business Central customers to match to which accounts in Sales. To do that, on the Customers list page in Business Central, use the Set Up Coupling action. This section describes what to take into consideration when you couple records.įor example, if you want to see accounts in Sales as customers in Business Central, you must couple the two types of records. ![]() For example, you can couple a specific account in Sales with a specific customer in Business Central. Later, you can also set up synchronization for specific records. The assisted setup guide lets you choose the data to synchronize. Other Dynamics 365 applications that change the standard workflow or data model in Sales, for example Project Service Automation, can break the integration between Business Central and Sales. For more information, see Handling Sales Order Data.īusiness Central integrates only with Dynamics 365 for Sales. For example, they can create and post sales order lines for items or resources that were entered in Sales as write-in products. When they add the item to the sales order line in Sales, they can see the inventory level (availability) of the item from Business Central.Ĭonversely, order processors in Business Central can handle sales orders that are automatically or manually transferred from sales. ![]() 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.įor example, a sales person in Sales can use the price lists from Business Central when they create a sales order. ![]() Integrating the applications lets you access data in Sales from Business Central, and in some cases the other way around. For information about on-prem configuration, see Preparing Dynamics 365 for Sales for Integration on-premises. These steps describe the process of integrating online versions of Dynamics 365 for Sales and Business Central. ![]()
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