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Business Processes in Harmony – Synching Accounts in Microsoft Dynamics 365

Your business is a system of structures, processes and departments that function and feed into each other to solve the problems and meet the needs you promise to, as a player in a given industry.

Microsoft Dynamics 365 (D365), then, is the oil that keeps those systems moving seamlessly.

It’s a suite of applications that brings your business processes together, into a central automated hub, from which you and your stakeholders and people, can control, modify, adjust and hone every facet of the organisation – and all with constant real-time data showing you scope of better business decisions.

So, in our series of posts talking to the many noteworthy features of D365, we’ll be elaborating on how to better integrate these processes into all pillars and structures of your organisation.

In this article, we’re talking synchronisation – specifically how to synch accounts within the Business Central control point, for better sales tracking.

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What is synching accounts in D365 and what are the benefits

Synching accounts is essentially aligning data between D365 and the Sales directive in Business Central. This provides stakeholders with a sight of real-time rich information in sales records, for customers, contacts and salespeople.

The benefit here is the integration of data, to improve the administration and execution of a business’s sales function between customers and salespeople, and to have perpetual insight into how that sales aspect is functioning, month-on-month.

How to set up synching accounts in D365

Does this feature sound like a useful tool for your sales department? If yes, synching accounts can be done manually. It’s a step-by-step process, though, so here’s a quick how-to guide.

Before you can synchronise data, the synchronisation setup has to be enabled in Business Central.
To start, use the default setup – this setup specifies the following items:

  • It integrates tables and mappings like salespeople and customers, with D365
  • It synchs job queue entries with data on scheduled intervals
  • It integrates user IDs between Dynamics NAV and D365 for Sales

Here’s how to initiate the setup:

  1. In the search function, enter 5330 CRM Connection Setup, and choose the related link
  2. Microsoft Dynamics 365 for Sales connection must be enabled – check the relevant box
  3. Under the Actions tab, in General, choose Use Default Synchronization Setup, and click OK
  4. Lastly, choose OK when done

You can now synch Microsoft Dynamics 365 for Sales and Dynamics NAV for an expansive data-driven insight into sales records. What’s more, you can modify the reporting manually for individual records or automatically on a scheduled time.

For more top tips on how to navigate the D365 protocol and discover more of the world-class tools that come with it, keep reading our blog.

And as always, Strategix are here to help you master the facets of the software

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