How to Sync Customers: Dynamics 365 Sales to Business Central via Power Automate скачать в хорошем качестве

How to Sync Customers: Dynamics 365 Sales to Business Central via Power Automate

In this video, we demonstrate a simple and effective way to create a seamless interface between Microsoft Dynamics 365 (CRM) and Business Central (ERP) using Power Automate. What you will learn in this tutorial: How to trigger a flow when a record is updated or added in Dynamics 365 [00:08]. Setting up specific filter rows and selected columns (like state code and account number) to control exactly when the synchronization runs [00:26]. How to update the ERP ID back into Dynamics 365 to ensure both systems stay synchronized [00:36]. A "Pro Tip" on protecting your data integrity by making sync attributes read-only for users [02:25]. This automation eliminates manual data entry, reduces errors, and ensures your sales and finance teams are always working with the same customer data. Looking to implement Microsoft Business Central in your organization? We specialize in expert ERP implementation and tailoring Microsoft solutions to your business needs. Connect with Taniv: https://taniv.com