Business Central and Microsoft Teams Integration

Microsoft Teams is a product of Microsoft 365 that enables you to connect, work together and simplify work with others. Business Central includes a Microsoft Team-connecting application in Business Central, which enables you to rapidly communicate information with each team member, search for contacts, and answer requests quicker.

Business central in Microsoft teams can be used in Teams marketplace and the Teams desktop, mobile application, or web. 

How does Microsoft Teams integrate with Dynamics 365?

Microsoft has introduced a range of new integrations between Teams and Dynamics 365 during its 2021 conference which will be available in the upgrade for the Release Wave 1. This step is to improve Microsoft products and services.

These new integrations are built to reduce distractions caused by jumping between applications and data searching by uniting teams and dynamics 365. Microsoft claims that these will create a larger context for apps as they continue to connect engagement systems to record systems. This includes teams meeting, chatting, and calling without changing to teams and collaborating in the Dynamics 365 workspace. Or access, modify and share Dynamics 365 documents when working in teams.

teams

Features overview

Customers, suppliers, and other contacts

You can seek up information about customers, suppliers, and other Business Central contacts from anywhere in Teams. This tool allows you to view not just general contact information, but also interaction history, associated documents, and more.

Customers, suppliers, and other contacts

In a conversation, you can also share contact information. Participants can access additional information about the contact from there.

Customers, suppliers, and other contacts

Sharing Business Central Records in Microsoft Teams

You can do the following using the Business Central app:

  • To share a link to any Business Central online record with your coworkers, copy the link and paste it into a Teams conversation. The link will then be expanded into a short, interactive card that shows information about the record by the app.
  • You and your teammates may examine more details about the customer record, change data, and take action without leaving Teams while you’re in the chat.
Business Central Records

Share records in conversations

To share a link to any Business Central record with your coworkers, copy the link and paste it into a Teams conversation. The link will then be expanded into a short, interactive card that shows information about the record by the app.

Share records in Conversations

You and your teammates may examine more details about the record, change data, and take action without leaving Teams while you’re in the chat.

Get in Touch

If you need to step up your game for better customer service or improve team calls, business central teams integration seems like a great idea. So, if you have something in mind and need to discuss it with the experts of Dynamics 365 business central, we at DFSM can help you with it. 

Microsoft Dynamics Professional

Business Central and D365 Sales Integration

The Dynamics 365 Business Central and Dynamics 365 Sales models simplify data between the Microsoft Dynamics 365 Sales and Dynamics 365 Business Central, which are the most frequently used modules. DHRP includes an easy-to-install and ready-to-use integration option for Dynamics 365 Sales to Dynamics 365 Business Central. It enables Dynamics 365 Sales users to integrate data as a one-time bulk import between Dynamics 365 Business Central and Dynamics 365 Sales, as well as set up real-time or change-based maps to keep both systems in sync. For further integration, one can use the maps.

API in business central.
balance sheet

·     Accounts

 

Permissions for the integration user account require configuration when you install the Integration Solution. You might need to reset them if those permissions are changed. By reinstalling the Integration Solution on the Dynamics 365 Connection Setup page, you can do that by selecting the Redeploy Integration Solution. There are the following security positions enlisted:

  • Dynamics 365 Business Central Integration Administrator
  • Dynamics 365 Business Central Integration User
  • Dynamics 365 Business Central Product Availability User

Invoices & Invoice adjustments

 

After setting the user accounts and permission, you will also have to work on the invoices. The invoices page helps you handle the synchronization. For example, Posted invoices for purchases are synchronized with invoices for sales. It is easier to synchronize all other agencies that can participate in the invoice, from salespersons to price lists, before an invoice can be synchronized. The Salesperson Code’s meaning in the invoice header in Sales determines the owner of the coupled entity.

invoice automation d365

·     Currencies

 

Your business may also be using different currencies. The integration of the D365 sales and business Central allows you to manage multiple currency accounts easily. The synchronization of currency in Business central and transaction currency in sales enables you to manage different currencies through a single dashboard.

·     Items

 

Next, we have the synchronization of Items and products. In Dynamics 365 Sales, Business Central automatically maintains a price list while synchronizing items with Dynamics 365 Sales goods. You should not manually change this price list to prevent synchronization errors.

Microsoft_Dynamics_365 ecommerce
advanced warehouse d365

·     Pricelist items

 

This is an essential entity, as you might imagine. The price list item is a key order since it sets out the amounts that can be offered for the commodity (unit group and unit), the price list (price list and price list item), the product (discount list and the product itself), and the discounts. The creation of price list products is the focus of a useful product catalog.

·     Territories

 

Manage sales territories, and with integration, you can have improved sales results and handle them geographically – enhancing Market Potential by focusing on facilities or sales within the jurisdiction of the territories.

·     Units of Measure

 

Units of measure and unit group can be done through custom integration as you need to have multiple units of measure, and synchronizing both can bring more visibility and clarity.  You can assign both the base unit and alternate units to set them for automation further.

·     Warehouses

 

From orders to the packing and shipping, all can be managed from one platform. Using a DFSM integration solution can make you have all in front of you when you need it. Information from all the warehouses, despite the location, will be easy to access and control from anywhere.

DFSM has the solutions to ensure you get the integration solution for Dynamics 365 sales and Business Central according to your business needs. So, if you need more information and want to get started, let us help.

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