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Dynamics 365 Business Central and CRM (Sales) - Data Synchronization.

  Рет қаралды 1,718

saurav dhyani

saurav dhyani

Күн бұрын

Uncover the key to efficient business operations with data synchronization between Dynamics 365 Business Central and CRM. In this illuminating video, we'll walk you through the process of synchronizing critical data, enabling streamlined communication, and fostering a unified view of your business processes. From customer information to sales transactions, we'll demonstrate how seamless integration empowers your team to make informed decisions and provide exceptional customer experiences. Whether you're a salesperson, project manager, or business owner, this video offers practical insights and step-by-step guidance on setting up and optimizing data synchronization between Business Central and CRM. Join us and transform your workflows with the power of synchronized data!

Пікірлер: 4
@Vibestr
@Vibestr 28 күн бұрын
The video finished without having successfully coupled the Customer records. Is there a follow-up video?
@itme7297
@itme7297 6 ай бұрын
Hi there Can I integrate two business central environments (both have different LCY's) to one dataverse environment to sync to one CRM production instance? Thanks Marissa
@sushmapatole9994
@sushmapatole9994 6 ай бұрын
How to get option to add new table mapping. I am very new to business central and deleted all default mapping and kept only for currency. After currency successful, Now I wanted to bring products and units of measurement. How can I add mapping again
@vishnumarri238
@vishnumarri238 10 ай бұрын
Hi Saurav, I have a question, so whenever i sync an order from CRM to Business Central, The status of the order automatically updates to released, I have even tried passing the default value of the status field as open, but yet it keeps on coming in as released, I have checked for any active workflows that are causing the issues, but i couldn't find any, can you please help me in resolving this. Thank you.
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