D365 for Sales

Microsoft Dynamics 365 for Sales - Standard Mapping

To integrate with Microsoft Dynamics 365 for Sales (previously Dynamics CRM), you must set up a connection between Financials (Financials for Office 365) and Microsoft Dynamics 365 for Sales.
 
With Microsoft Dynamics 365 for Sales integration, you can decide whether to synchronise data between Microsoft Dynamics 365 for Sales and Financials.

Synchronisation is the process that makes the data in selected fields of Financials records (such as customers, contacts, and sales people) and the equivalent Microsoft Dynamics 365 for Sales records (such as accounts, contacts, and users) the same. Conceptually, synchronisation copies data between Microsoft Dynamics 365 for Sales entities and Financials record types (tables). Depending on the record type, data can be synchronised from Microsoft Dynamics 365 for Sales to Financials and from Financials to Microsoft Dynamics 365 for Sales. As users work with data in Microsoft Dynamics 365 for Sales and Financials, synchronisation keeps the data in both systems up-to-date.

Synchronisation is accomplished using three main elements: integration table mappings, integration field mappings, and record couplings.

Before you can start to synchronise data, you must enable the synchronisation setup, if not already enabled. After synchronisation is enabled, the next step is to couple Financials records to Microsoft Dynamics 365 for Sales records. Once records are coupled, their data can be synchronised. The synchronisation process can be initiated manually and/or on a scheduled basis.
 

Standard Microsoft Dynamics 365 for Sales Entity Mappings for Synchronisation

The following table lists the Financials record types (tables) and corresponding Microsoft Dynamics 365 for Sales entities that can be synchronised out-of-the-box.
 
Financials Microsoft Dynamics 365 for Sales Synchronisation Direction Default Filter
Salesperson/Purchaser User From Microsoft Dynamics 365 for Sales to Financials Microsoft Dynamics 365 for Sales contact filter: Status is No.
Customer Account From Financials to Microsoft Dynamics 365 for Sales and from Microsoft Dynamics 365 for Sales to Financials. Microsoft Dynamics 365 for Sales account filter: Relationship type is Customer and status is Active.
Contact Contact From Financials to Microsoft Dynamics 365 for Sales and from Microsoft Dynamics 365 for Sales to Financials. Financials contact filter: Type is Person and the contact is assigned to a company.

Microsoft Dynamics 365 for Sales contact filter: Contact is assigned to a company and the parent customer type is Account.
Transaction Currency Currency From Financials to Microsoft Dynamics 365 for Sales.  
Unit Group Unit of Measure From Financials to Microsoft Dynamics 365 for Sales.  
Product Item From Financials to Microsoft Dynamics 365 for Sales.  
  Resource From Financials to Microsoft Dynamics 365 for Sales.