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Customer experience | Sales, Customer Insights,...
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Dynamics Sales Integration with Business Central

Posted on by 60
Hi,
 
Can we integrate two companies in business central with two different business units in dynamics crm? Or do we need to have two different URL (databases)?
  • Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    Dynamics Sales Integration with Business Central
    Hi,
     
    I don't think if you can do this in out of the box integration but you should be able to do that using custom integration where you can have business unit setup in account from BC. so you need to make sure you have business unit setup in CRM based on the Business central (I am assuming there will be table in BC for business unit)
     
    HTH
  • Suggested answer
    RudyZhang Profile Picture
    RudyZhang Microsoft Employee on at
    Dynamics Sales Integration with Business Central
    Hi,
     
    Regarding your reference to Dynamics Sales integration with Business Central this issue is supported!
     
    According to the official Microsoft documentation, by integrating Business Central with Dynamics 365 Sales, you can provide that insight to salespeople. The integration will allow users to view information in Business Central while working in Dynamics 365 Sales.
     
    The documentation also mentions an important piece of information
    If you are integrating Dynamics Sales and Business Central for the first time, you must do so through Dataverse.
    If you upgrade or close the Dynamics 365 Sales integration, to open it again you must connect through Dataverse.

    The link to the documentation is as follows
    https://learn.microsoft.com/en-us/dynamics365/business-central/admin-prepare-dynamics-365-for-sales-for-integration#integrating-through-dataverse
     
     
    I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.
     
    Best Regards,
    Rudy Zhang

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