As we are close to another major release, I will try to share some insights into upcoming changes. I do not want to repeat other authors and blog posts, as I think there are already enough posts about the most visible changes. Instead, I will describe the changes I...
CRM Integration
Synchronizing countries from D365 Sales to D365 Business Central
Surprisingly, the out-of-the-box integration between Microsoft Dynamics 365 Sales and Microsoft Dynamics 365 Business Central does not synchronize countries. Why? Because it could be hard to maintain this synchronization as, by default, the country field in D365 Sales...
CRM Integration how to: Customize Status/State for CRM Invoice
CRM Integration how to: Customize Status/State for CRM Invoice See all articles in CRM Integration | MSDyn365 Business Central – Tomas Kapitan (kepty.cz) category to get max from the OOTB and custom integration. I have asked Microsoft to extend the base app to allow...
CRM Integration: The magic behind CompanyId, aka multi-company BC-CRM integration
See all articles in CRM Integration | MSDyn365 Business Central - Tomas Kapitan (kepty.cz) category to get max from the OOTB and custom integration. How does it work? It's simple. When the BC-CRM integration is enabled, one of the steps is to deploy the solution to...
CRM Integration: Add a custom field to the existing CRM table with a custom transfer field process
This is the second part of my posts about custom CRM integration. See all related articles in CRM Integration | MSDyn365 Business Central - Tomas Kapitan (kepty.cz) category. In the previous part, we discussed how to add a custom text field to CRM integration for the...
CRM Integration: Add a custom field to the existing CRM table
In the past weeks, I got a few questions about Microsoft Dynamics 365 Sales and Business Central Integration. I did some integration projects in past, but I also have experience with a heavily customized solution from this year. As a lot of questions were about how to...