DBSync Cloud Workflow (iPaaS)

2022

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  1. Download the DBSync Microsoft 365/CRM-Quickbooks solution package from the following URL - https://dbsync-template-library.s3.amazonaws.com/DBMSQB_3_0.zip.
  2. The downloaded solution packages will be in a.ZIP format.
  3. Upload the zipped "DBMSQB_X.zip" solution package to your Microsoft 365/CRM Online instance by clicking on Settings > Customizations >Solutions > Import.
  4. Browse for the location on your hard drive where "DBMSQB_X.zip" was downloaded and click on Next.
  5. Once the Solution Packages are uploaded to your Microsoft Dynamics 365/CRM Online 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 Microsoft 365/CRM instance.
  6. After successfully importing the successful import of the solution packages, you will find a section called "DBSync" within Account, Contact, Opportunity, Invoice and Order objects along with the custom fields that are essential for the Integration process.

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