2022
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Data flow of Bi-directional integration between Microsoft Dynamics 365/CRM On-Premise & QuickBooks Desktop is shown in the table below.
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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 On-Premise & QuickBooks Desktop is shown in the image below:
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