About the delivery
ProsessPilotene completed the Integration with BC - Hasås project for Hasås AS. The delivery included the standard Business Central integration with Dynamics 365 Sales and was completed in 2023.
Delivered a standard integration between Dynamics 365 and BC.
The standard integration has been extended to include additional tables and functionality beyond what is available out of the box.
There are also various automated processes that run upon creation.
The following tables are part of the integration.
Customer
Contact
Services
Order
Invoice
In this case, BC is the system that created the customer, quote, order, and invoice, while D365 can overwrite specified fields as permitted by the integration.
This was delivered in collaboration with Auzilium.
Value creation
Hasås can view all its customers, quotes, orders, and invoices from Dynamics 365.
This gives them a complete overview of all their customer relationships and enables sales representatives and sales managers to see the full picture.
These are also used for segmentation so they can be utilized in marketing.
The framework for the BC integration can also be set up quickly, allowing the integration itself to be completed quickly.
Simple, fast, and affordable integration between Dynamics 365 Sales and Business Central.
Enables sales processes to run across the solutions.
The solutions
- Business Central standard integration with Dynamics 365 Sales
Business Central standard integration with Dynamics 365 Sales: Solution for integration between Dynamics 365 Sales and Dynamics 365 Business Central (BC).
Standard integration between the solutions provided by Microsoft.
This is the sister solution to the Dual Write integration between CRM and FO, but it uses a completely different technology. It does not create the tight coupling between the solutions that Dual Write does.
The integration resides in BC, which consequently means that the BC provider must install and configure it.
It is a standard integration, but in most cases it requires some customization based on how the sales process has been implemented for each customer. At a minimum, the field mapping must be adjusted.
See the documentation link below for details on which entities are synchronized by default.
Sales estimation
The work is carried out by the BC supplier.
We will provide a quote for our assistance with the BC vendor's setup of the integration.
Typically 40–80 hours
Status: Approved
The solution has been successfully tested in several projects.
Partners
Has been delivered together with Auzilium several times. We work well with them when it comes to delivering this integration.
However, other BC partners can also deliver this, although not all of them are equally familiar with this feature.
Area and keywords
Integration
BC, Business Central, NAV, Integration, ERP
Limitations
Quotes are not part of the standard integration, so this functionality must be developed.
The BC provider must extend the integration when changes are made.
With complex rules, it may sometimes be difficult to define the rules in the BC integration, which may make it necessary to extend the data model in Dynamics 365 to include "BC" values before they are converted to the correct format/location in D365
The solution is well suited for point-to-point integration between Dynamics 365 Sales and BC.
If multiple systems are to be integrated, consideration should be given to replacing this with a service bus integration in a hub-and-spoke architecture rather than point-to-point integrations between multiple systems. This will, of course, depend on which objects are to be integrated.