Hi, and thanks for watching.
This video shows business managers how to
increase productivity and tailor sales
processes by connecting Microsoft Dynamics 365 for Sales
and Microsoft Dynamics 365 for Financials,
so you can synchronize data.
The scenarios we'll look at are:
The Office 365 and Sales prerequisites
for connecting with Financials.
How to connect the apps
and synchronize basic data.
First we'll set up some users for our Office 365
organization in the Office 365 portal.
We'll need:
An Administrator, so we can manage things.
This user was added when we created
our Office 365 organization.
An Integration user, for exchanging data.
And at least one user for a sales person.
To set these up:
We'll choose the Admin tile
to open Office 365 Admin Center.
Then Users, Add User, and follow the steps
on the New user page to create
Integration and Sales Person users.
We'll need the user names and passwords
for the Administrator and Integration users
to connect Financials with Sales,
so we'll make a note.
Next, we'll add the
Dynamics 365 for Enterprise Edition Plan 1
subscription to our Office 365 organization.
Had we already added the plan,
we could skip these steps.
Open Billing, and then Subscriptions
to see our active Office 365 subscriptions.
Find Dynamics 365 Plan1 Enterprise Edition Trial
that contains Dynamics 365 for Sales,
choose Start trial, and complete the process.
Now, we'll enable users for Sales by assigning
licenses for Dynamics 365 Plan 1.
Repeat these steps for the Administrator,
Integration, and Sales person users.
Open Users. In the Admin Center,
choose Active users, and then select the user
to assign the Sales license to.
In Product licenses,
for the selected user, choose Edit.
In the Product licenses page, expand
Dynamics 365 Plan 1 Enterprise Edition,
and turn on the license for the user.
Now, we'll assign roles to Sales users:
On the Office 365 portal home page,
we'll choose the Dynamics 365 tile
to open the Dynamics 365 portal
and find our Dynamics 365 apps.
In Sales, choose Settings,
Security, and Users.
Each user must have at least one security role.
Choose the Administrator user, then
Promote to Admin to make the user an admin.
Choose the Integration user,
then Manage roles to assign a role,
such as the Sales Manager role.
When Financials and Sales connect,
Financials assigns roles to this user.
Choose the Sales Person user,
and then Manage Roles to assign
the Sales Person role.
And that's it for the prerequisites.
Let's connect Sales and Financials, so we can
synchronize Contacts, Customers, and Items.
In Financials, we'll switch the User Experience
from Basic to Suite, and then sign in again.
In the Business manager role center,
choose Actions, and Assisted setup to run the
Set up Dynamics CRM Connection guide,
which can also be used
to setup a connection to Sales.
Enter the URL for Sales.
To get it, we'll open Dynamics 365 for Sales
and copy/paste it in the assisted setup.
If the URL is correctly formatted,
we can proceed.
Choose Next, then enter Integration user's
email address and password.
Afterward, choose Finish.
The guide needs the Sales administrator credentials.
Ok, the apps are connected,
but before we can synchronize data,
we need to map, or couple,
some data in the apps, such as
Sales people in Financials to Users in Sales,
and the units of measure in Financials
to Unit groups in Sales.
We'll couple Sales people with Users first.
In the Search for Page or Reports field,
we'll enter salespersons,
and then choose the link.
Choose a salesperson that is created
as a user in Sales to view details, then
choose Navigate, Coupling, Set up coupling.
On the CRM Coupling Record page,
choose Assist in the Dynamics CRM text box
to display the list of Sales users.
Select the user, and choose OK.
Click Synchronization log entries
to see if the coupling was successful.
The process is the same for units of measure,
so let's skip that, and look at customers.
Click Customers.
Choose a customer,
then Navigate, Coupling, Set up coupling.
On the CRM Coupling Record page,
choose Assist in the Dynamics CRM text box
to display the list of accounts in Sales.
If we don't find an account in Sales,
we could choose Create new.
Choose OK to couple the
Financials customer and Sales account.
Click Synchronization log entries to see results,
or Account to open this customer in Sales.
The process is the same for coupling
items and contacts in Financials
with products and contacts in Sales.
Thanks again for watching this video about
connecting Dynamics 365 for Financials
with Dynamics 365 for Sales, which keeps data
in Dynamics 365 for Financials and Sales apps
in-synch, giving salespeople the full picture, so
they can sell more and with higher confidence.
Increases productivity, and prevents mistakes,
by reducing data entry.
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