2022
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.
Microsoft CRM |
| QuickBooks |
---|
Accounts and Contacts as |
| Customer |
Products as |
| Items |
Opportunity as |
| Jobs |
Invoice as |
| Invoice |
Order as |
| Sales Order |
Microsoft CRM to QuickBooks.
Microsoft CRM | QuickBooks |
Account/Contact | Customer |
Opportunity | Jobs |
Product | ItemService,ItemInventory,ItemNonInventory |
Invoice | Invoice |
Order | Sales Order |
QuickBooks to Microsoft CRM
QuickBooks | Microsoft CRM |
Customer | Accounts |
Customer | Contacts |
Jobs | Opportunity |
ItemInventory | Products |
ItemNonInventory | Products |
Invoice | Invoice |
Sales Order | Order |
https://dbsync01.appmashups.com/appmanager/library/DBMSQB_1_0.zip
Settings — Customizations — Solutions — Import.
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.
Endpoint : https://*\* (https://**)<Your Microsoft CRM URL>/XRMServices/2011/Organization.svc
Microsoft CRM
Configuration | Instructions |
Username | <<Username>> |
Password | <<Password>> |
EndPoint | https:// (https://**)<Your Microsoft CRM URL>*/*XRMServices/2011/Organization.svc |
Transport.compression | True/False |
sid | As Applicable |
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>> |
acceptGzip | As Applicable |
sendGzip | As Applicable |
Advanced Properties
Configuration | Instructions |
Log Level | ALL (It is recommended to set the Log Level as "All") |
PDL : Process Definition Language
Configuration | Instructions |
Process Name | Name of the process definition file used for the integration |
Select Process File | Uploading a process file from an appropriate location on your local drive. |