Dynamics 365 Business Central Integration with CRM (Sales)

[@aidenkaskela2055]

This is a really informative, helpful video. Thanks so much for taking the time to share!

[@WebSanSolutionsInc]

Glad you enjoyed the content!

[@user-vm8bt3cq4y]

Thanks, so much! This video helped me a lot!

[@magnusjeppesen]

Awesome video! Really easy to understand :) Do you know how to sync new columns created in Dataverse, to BC - i.e. a new column is created in Dataverse on Account, and I want to use that column in the Integration Table Filter for CUSTOMER. The field doesn't show up when editing the filter on the Filter Page

[@WebSanSolutionsInc]

@magusjeppesen, sorry for the late reply! To answer your question would require a developer to write custom code in AL to sync the new custom column. The Dataverse Connection can be modified, but it requires development work.

[@willgart1]

Hi, is there an option to deploy the solution in a sandbox without connecting business central to it? I'm setting up a new sandbox and I try to move some solution from a dev to this new sandbox, but I cant because the business central solutions are not deployed in my new sandbox.

[@WebSanSolutionsInc]

Generally the solution is deployed by Business Central to D365S…we've never had anyone try to just deploy the solution without a connection to Business Central before.

[@maheshkdr]

Hello, one question regarding the licensing requirement for integrating BC with CRM, do we need a license for interfacing user account in both systems? if yes does it need to be full license or team member license is enough?

[@WebSanSolutionsInc]

Yes you will just need a team member licese

[@skylerwhite2027]

Hi, I tried today to sync the contacts from business central to sales professional. I dont know what I am doing wrong, but is not working. Can you help me please?

[@WebSanSolutionsInc]

We provide consulting services to our Business Central and Dynamics 365 Customer Engagement (Sales Professional included) Clients only. If you're interested in becoming a customer of ours, please reach out at [e-mail]

[@agustinpuet2662]

Hi, i see in your CRM Account card on the right that you have the "Dynamics 365 Business Central Customer No.", i don't see the same in my enviroment, which is the name of the field?

[@WebSanSolutionsInc]

That section or tab should automatically show when the BC/CRM integration is completed