2022
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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 as follows.
Microsoft CRM | QuickBooks |
Accounts and Contacts as | Customer |
Products as | Items |
Opportunity as | Jobs |
Invoice as | Invoice |
Order as | Sales Order |
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QuickBooks | Microsoft CRM |
Customer | Accounts |
Customer | Contacts |
Jobs | Opportunity |
ItemInventory | Products |
ItemNonInventory | Products |
Invoice | Invoice |
Sales Order | Order |
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Microsoft CRM Setup |
- Download the DBSync Microsoft CRM-Quickbooks solution package from the following URL.
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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.
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DBSync Setup |
- Login into www.mydbsync.com and click on Customer Login.
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- Scroll down to the bottom of the section and click on Validate Connection button to validate your Microsoft CRM credentials & click on Save.
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Intacct Setup: |
- Login into www.mydbsync.com and click on Customer Login.
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- At this point, you have configured your DBSync profile to connect with your MSCRM Online instance and Intacct account.
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Running the Integration: |
- Login into www.mydbsync.com and click on Customer Login.
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- Schedule button can also be used to schedule the integration.
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Profile Setup |
Microsoft CRM
Configuration | Instructions |
Username | <<Username>> |
Password | <<Password>> |
MSCRM Soap URL | https://<<server_name>>/XRMServices/2011/Organization.svc |
Auth Type | Live ID |
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>> |
Domain |
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Overview
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