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  1. Download the DBSync MS CRM-Quickbooks solution package from the following URL. https://dbsync01.appmashups.com/appmanager/library/DBMSQB_1dbsync-template-library.s3.amazonaws.com/DBMSQB_3_0.zip
  2. Download another solution package from the following URL. This creates a new Price List "Pricelist" & all the new products created will be added in this Price List. https://dl.dropbox.com/u/9495163/QuickPrice_0_9_001_managed.zip
  3. The downloaded solution packages will be in a.ZIP format.
  4. Upload the zipped "DBMSQB_X.zip" solution package & "QuickPrice_0_9_001_managed.zip" to solution package to your Microsoft CRM On-Premise instance as shown.               Settings > Customizations > Solutions > Import.
  5. Browse for the location on your hard drive where "DBMSQB_X.zip" was downloaded and click on Next.
  6. Similarly, browse for the location on your hard drive where "QuickPrice_0_9_001_managed.zip" was downloaded and click on Next.
  7. Once the Solution Packages are uploaded to your MS Dynamics CRM On-Premise 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.
  8. After the successful import of the solution packages, 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.
  9. The Price List Item will include the List Price defined on the Product. If you only have one Price List in your system, the Price List Item will be linked to that Price List. If you have multiple Price Lists, the first Price List created in your system will be used.

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 Knowledgebase for steps in handling hierarchies in Items from QuickBooks.

"QuickPrice_0_9_001_managed.zip" is a third party solution package built by MCC Partner.

Panel

Configure MS CRM On-Premise for DBSync Integration

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Panel

Profile Setup

Microsoft CRM

Configuration

Instructions

Username

<<Username>>

Password

<<Password>>

MSCRM Port URL

https:// (https://**)<<server_name>>/