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Customer experience | Sales, Customer Insights,...
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Dynamics 365 for Sales & Dynamics 365 for Finance Integration

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Posted on by

Hello Community,

I read that we can use the Data Integrator tool in Dynamics 365 to integrate/sync data between Dynamics 365 for Sales and Dynamics 365 for Finance. Based on what I read, the following entities can be integrated:

- accounts

- contacts

- products

- sales quotations

- sales orders

- sales invoices

Is the integration using the Data Integrator tool limited to the above system entities only? Are custom entities supported? And does the Data Integrator only works for Sales and Finance? Can we even integrate between Customer Service and Finance?

Any feedback would be appreciated.

Thank you!

I have the same question (0)
  • LuHao Profile Picture
    40,892 on at
  • Community Member Profile Picture
    on at

    Thanks Hao for the inputs!

  • Verified answer
    LuHao Profile Picture
    40,892 on at

    Hi Eric,

    Sorry I don't know why the link became plain text.

    I have modified it and can now successfully go to this address.

  • Suggested answer
    ManishChouhan Profile Picture
    145 on at

    Hi LU and Eric,

    Greetings,

    Below is Step by Step Process of creating custom + prospect to cash entity as above, Hope this will also help. thanks

    microsoftdynamics.in/.../

  • Community Member Profile Picture
    on at

    Thanks Manish for the information!

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