Process

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.

Process Map

Microsoft CRM Setup

• Download the DBSync Microsoft CRM-Quickbooks solution package from the following URL.

https://dbsync01.appmashups.com/appmanager/library/DBMSQB_1_0.zip

• The downloaded MS CRM-Quickbooks solution package will be in a .ZIP format.
• Upload the zipped "DBMSQB_X.zip" solution package to your Microsoft CRM Online instance as shown.
• Settings* — Customizations — Solutions — Import.
• Browse for the location on your hard drive where "DBMSQB_X.zip" was downloaded and click on Next as shown.
  

• Once the Solution Package is uploaded to your MS Dynamics 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 MS CRM instance.

• After a successful import of the solution package, 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.

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.

DBSync Setup

• Login into www.mydbsync.com and click on Customer Login.

• Enter your DBSync User Name and Password and click on Login.

• Once logged in, click on "My home" tab from the menu and click on Launch button.

• You will be re-directed to DBSync profile page.

• Click on Quick Start button to navigate to the configuration window as shown.

• Select MSCRM adapter from the top left hand column of the Quickstart window.

• Enter your Microsoft CRM username and password. Make sure you modify the "endpoint" url according to the domain name provided to you by Microsoft at the time of registration for Microsoft Dynamics CRM Online application. A sample example is shown below.

                              Endpoint : https:// (https://**)<Your Microsoft CRM URL>/XRMServices/2011/Organization.svc

• In the above example, your Microsoft CRM URL should be prefixed in place of the default value.

• Scroll down to the bottom of the section and click on Validate button to validate your Microsoft CRM credentials.

Intacct Setup:

• Navigate to Quickstart window as described in the above section. Click on Quickbooks adapter on the top left hand side of the Quickstart window.

• Under Intacct adapter section, fill up companyid,userid and password sections.

• Click on Save Properties  first and Validate button to save and validate your Intacct credentials.

• At this point, you have configured your DBSync profile to connect with your MSCRM Online instance and Intacct account.

Running the Integration:

• Navigate to DBSync profile page by clicking on the Profiles from the menu.
• Click on Manage --> Edit as shown below.

• Open the MSCRMtoIntacctBiDirectional process by either double-clicking on it or by right-clicking on the process and selecting Open as shown below.

• Once you navigate to Process-Builder page, initiate the integration process by clicking on Run button as shown below.

Profile Setup 

Microsoft CRM

Advanced Properties

PDL : Process Definition Language