Microsoft Dynamics 365/CRM Online To Intacct Integration

Microsoft Dynamics 365/CRM Online to Intacct Bidirectional template provides integration between Intacct and Microsoft Dynamics 365/CRM Online. The integration solution is defined as a process within the DBSync profile as follows. 

The data flow from MS CRM to Intacct is as shown in the below table.

The data flow from Intacct to MS CRM is as shown in the below table.

1. Download the DBSync Microsoft CRM-Intacct solution package from the following URL 
2. The downloaded MS CRM-Intacct solution package will be in a.ZIP format.
3. Upload the zipped "DBMSQB_X.zip" solution package to your Microsoft CRM Online instance as shown Settings > Customizations > Solutions > Import.
4. Browse for the location on your hard drive where "DBMSQB_X.zip" was downloaded and click on Next.
5. Once the Solution Package is uploaded to your MS Dynamics CRM Online 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.
6. After a successful import of the solution package, 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.
7. *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 Knowledgebase for steps for handling hierarchies in Items from Intacct.

1. Login into www.mydbsync.com and click on Customer Login.
2. Enter your DBSync User Name and Password and click on Login.
3. Once logged in, click on "My Home" tab from the menu and click on the Launch button.
4. Click on the Project MS 365/CRM Online & Intacct, click on the Connectors button on the left panel.
5. You will see connectors MS 365/CRM & Intacct.
6. Click on MSCRM Connector, enter your Microsoft CRM username and password. Make sure you modify the "MSCRM Soap URL" according to the domain name provided to you by Microsoft at the time of registration for Microsoft Dynamics 365/CRM Online application. A simple example is: MSCRM Soap URL : https:// (https://%2A%2A/)<<server_name>/XRMServices/2011/Organization.svc
7. In the above example, your server_name should be prefixed in place of the default value.
8. If you are using proxy server enter the other details Proxy Port URL, Proxy Username, Proxy Password & Domain.
9. Scroll down to the bottom of the section and click on Validate Connection button to validate your Microsoft CRM credentials & click on Save.

1. Login into www.mydbsync.com and click on Customer Login.
2. Enter your DBSync User Name and Password and click on Login.
3. Once logged in, click on "My Home" tab from the menu and click on the Launch button.
4. Click on the Project MSCRM Online & Intacct, click on the Connectors button on the left panel.
5. You will see connectors MSCRM & Intacct.
6. Click on Intacct Connector, enter all the required details like companyid,userid, password, Sender Id (default value: avankia), Location Id, Client Id, Control Password, DTD version (default value: 2.1), Host URL (default value: www.intacct.com).
7. Click on Save and Validate button to save and validate your Intacct credentials.
8. At this point, you have configured your DBSync profile to connect with your MSCRM Online instance and Intacct account.

1. Login into www.mydbsync.com and click on Customer Login.
2. Enter your DBSync User Name and Password and click on Login.
3. Once logged in, click on "My Home" tab from the menu and click on the Launch button.
4. Click on the Project MS 365/CRM Online & Intacct.
5. Click on the button Run Now to run the integration.
6. You can also run the integration by clicking on the Run Now button in the specified process.
7. Schedule button can also be used to schedule the integration.

Microsoft CRM