2022
Microsoft Dynamics CRM Online to QuickBooks Bidirectional template provides integration between QuickBooks and Microsoft Dynamics CRM Online. The integration solution is defined as a process within the DBSync profile.
Microsoft CRM |
|
QuickBooks |
---|
Accounts and Contacts as |
|
Customer |
Products as |
|
Items |
Opportunity as |
|
Jobs |
Invoice as |
|
Invoice |
Order as |
|
Sales Order |
Microsoft CRM to QuickBooks.
Microsoft CRM |
QuickBooks |
Account/Contact |
Customer |
Opportunity |
Jobs |
Product |
ItemService,ItemInventory,ItemNonInventory |
Invoice |
Invoice |
Order |
Sales Order |
QuickBooks to Microsoft CRM
QuickBooks |
Microsoft CRM |
Customer |
Accounts |
Customer |
Contacts |
Jobs |
Opportunity |
ItemInventory |
Products |
ItemNonInventory |
Products |
Invoice |
Invoice |
Sales Order |
Order |
https://dbsync01.appmashups.com/appmanager/library/DBMSQB_1_0.zip
Settings — Customizations — Solutions — Import.
Note:
Out of the box DBSync supports Products/Items in a flat structure and not in Hierarchy as Products in Microsoft CRM does not support a Hierarchical structure. Please look at our Knowledge base for steps for handling hierarchies in Items from QuickBooks.
Endpoint : https://*\* (https://**)<Your Microsoft CRM URL>/XRMServices/2011/Organization.svc
Microsoft CRM
Configuration |
Instructions |
Username |
<<Username>> |
Password |
<<Password>> |
EndPoint |
https:// (https://**)<Your Microsoft CRM URL>*/*XRMServices/2011/Organization.svc |
Transport.compression |
True/False |
sid |
As Applicable |
ProxyHost |
If you use a proxy server then enter the <<proxy ip or host>> |
ProxyPort |
If you use a proxy server then enter the <<proxy port>> |
ProxyUserName |
If you use a proxy server then enter the <<proxy username>> |
ProxyPassword |
If you use a proxy server then ether the <<proxy password>> |
acceptGzip |
As Applicable |
sendGzip |
As Applicable |
Advanced Properties
Configuration |
Instructions |
Log Level |
ALL (It is recommended to set the Log Level as "All") |
PDL : Process Definition Language
Configuration |
Instructions |
Process Name |
Name of the process definition file used for the integration |
Select Process File |
Uploading a process file from an appropriate location on your local drive. |