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DBSync for Microsoft 365/CRM Online & QuickBooks Online Integration is an easy to use an application to integrate Microsoft 365/CRM Accounts, Products, Opportunity, Sales Order, Invoice with QuickBooks Customers, Items, Job, Sales Order & Invoice. DBSync is also useful to migrate historical QuickBooks data into Microsoft 365/CRM Online or vice versa. DBSync provides Bi-directional sync with a pre-built field to field map along with flexibility for more complex and dynamic mapping capability. DBSync also has an automatic online update, enabling DBSync customers to enjoy all the product updates and features with every new release. The MS Dynamics CRM Online to QuickBooks Online connector uses the OAuth protocol, making it highly secure and easy to use.

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• It is mandatory that Microsoft 365/CRM Invoice (to be integrated with QB QuickBooks Invoice) is associated with the respective Microsoft 365/CRM Account & also should have Products with Price List attached to it for DBSync to invoke integration.

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Microsoft 365/CRM-Quickbooks solution package can be downloaded from from the Microsoft Azure AppsourceApp source and click here to access the solution package to try it on the Microsoft Appsource App source platform. 

Alternatively for the Unmanaged installations, kindly follow the below steps for setting up Microsoft 365/CRM & QuickBooks Integration through iPaaS 

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1. Login into www.mydbsync.com and click on Customer Login.
2. Enter your DBSync User Name and Password and click on Login.
3. Once logged in, click on on the "My home" tab from the menu and click on on the Launch button.
4. Click on the Project MSCRM Online to QuickBooks, click on the Connectors button on the left panel.
5. You will see connectors MSCRM & QuickBooks.
6. Click on Microsoft 365/CRM Connector, enter your Microsoft 365/CRM global administrator username and password. Make sure you modify the "MSCRM Soap URL" according to the domain name provided to you by Microsoft at the time of registration for Microsoft Dynamics 365/CRM Online application. A sample example is shown. Microsoft 365/CRM Soap URL : https:// (https://**)<<server_name>/
7. In the above example, your server_name should be prefixed in place of the default value.
8. Scroll down to the bottom of the section and click on on the Validate Connection button to validate your Microsoft 365/CRM credentials & click on Save.
9. If you are using it for the first time, click on the Activate button. A screen will appear. Enter your global administrator  administrator username, and accept the terms and conditions. You can now connect to your MS online account and see all your schemas.

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1. Login into www.mydbsync.com and click on My Account then click Customer Login.
2. Enter your DBSync User Name and Password and click on Login.
3. Click on the Development Studio.
4. Click on the Project MSCRM Online to QuickBooks Online then click on the Connectors button on the left panel.
   
5. You will see connectors MSCRM & QuickBooks Online.
6. In the Quick Setup tab, set the Environment as Production/Developer Instance and click Connect To QuickBooks.
7. Enter QuickBooks User ID, Password and click Sign In
8. Once Sign In, the page gets redirected to the DBSync Connector page.
9. This completes the configuration of your DBSync profile with Microsoft Dynamics 365/CRM Online instance and QuickBooks online.

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