DBSync Cloud Workflow (iPaaS)

2022

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Data flow of Bi-directional integration between Microsoft Dynamics 365/CRM  Online & QuickBooks Online is shown in the below table.

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Permissions

The following are the list of permission required for a user to connect with DBSync Application:

  • Active user license for all the apps that would need integration such as Customer Experience, PSA, etc.

  • The user need not be a Global Admin but has to be an Admin of their D365 Instance.

  • The user should have full read/write permissions to access the entities that will be connected to DBSync for integration

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Process Map

Process Map of Bi-directional integration between Microsoft Dynamics 365/CRM Online & QuickBooks Online is shown in the image below:

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