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

1. Download the DBSync Microsoft 365/CRM-Quickbooks solution package from the following URL. https://dbsync01.appmashups.com/appmanager/library/DBMSQB_1_0.zip
2. Download another solution package from the following URL. This creates a new Price List "Pricelist" & all the new products created will be added in this Price List. https://dl.dropbox.com/u/9495163/QuickPrice_0_9_001_managed.zip
3. The downloaded solution packages will be in a.ZIP format.
4. Upload the zipped "DBMSQB_X.zip" solution package & "QuickPrice_0_9_001_managed.zip" to your Microsoft 365/CRM On-Premise instance as shown.               Settings > Customizations > Solutions > Import.
5. Browse for the location on your hard drive where "DBMSQB_X.zip" was downloaded and click on Next.
6. Similarly, browse for the location on your hard drive where "QuickPrice_0_9_001_managed.zip" was downloaded and click on Next.
7. Once the Solution Packages are uploaded to your MS Dynamics CRM On-Premise instance, you should be able to see the same in the Solutions list as shown below. Click on Publish All Customizations button to commit all the changes done to your MS 365/CRM instance.
8. After the successful import of the solution packages, you will find a section called "DBSync" within Account, Contact, Opportunity, Invoice and Order objects with custom fields that are essential for the Integration process.
9. The Price List Item will include the List Price defined on the Product. If you only have one Price List in your system, the Price List Item will be linked to that Price List. If you have multiple Price Lists, the first Price List created in your system will be used.

Note:
Out of the box, DBSync supports Products/Items in a flat structure and not in Hierarchy as Products in Microsoft 365/CRM does not support a Hierarchical structure. Please look at our Knowledge base for steps in handling hierarchies in Items from QuickBooks.

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1. Login into www.mydbsync.com and click on Customer Login.
2. It is necessary to use the on-premise version of DBSync for the integration of MS 365/CRM On-Premise with QuickBooks. The below link can be referred to install an on-premise version of DBSync http://help.mydbsync.com/docs/display/dbsync/DBSync+On-Premise+InstallationEnter your DBSync global administrator username and password and click on Login.
3. Once logged in, click on "My Home" tab from the menu and click 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 MSCRM Connector, enter your Microsoft 365/CRM global administrator username and password. Scroll down to the bottom of the section and click on Validate Connection button to validate your Microsoft 365/CRM credentials & click on Save.

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Microsoft 365/CRM