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Microsoft Dynamics 365 Business Central

Jonas Rasschaert

GETTING STARTED GUIDE: How to set up a new connection?

ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.

Microsoft Dynamics 365 Business Central is a business management solution for small and mid-sized organizations that automates and streamlines business processes and helps you manage your business. Highly adaptable and rich with features, Business Central enables companies to manage their business, including finance, manufacturing, sales, shipping, project management, services, and more.

Below you'll find detailed information, specifically for Microsoft Dynamics 365 Business Central integrations:

Supported Microsoft Dynamics 365 Business Central Integrations

Authorizing Microsoft Dynamics 365 Business Central

When authorizing MS D365 Business Central, you have to go through a couple of steps to be able to connect with PieSync. We've created a dedicated help article to explain you how you need to Authorize Business Central.

Combined Shape

The instruction page to enable custom fields can be found here.

Combined Shape

Please be aware that we only integrate with Customer Primary Contacts, this means we won't be able to sync any secondary contact or Vendor objects.

If you have authorized (a) Microsoft Dynamics 365 Business Central account(s) in the past or in any other PieSync integration, you may have the option to connect a different account or choose from your CONNECTED ACCOUNTS.

[IF] Supported Conditions/Filters

  • Blocked
  • Already existing in the app you sync with

[THEN] Supported Actions

  • Update Blocked
  • Updating field values (INCLUDING CUSTOM FIELDS)

Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Microsoft Dynamics 365 Business Central fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:

PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.

Customizable Field Mapping

You can custom map your Microsoft Dynamics 365 Business Central Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping here.

Due to some API limitation, PieSync only allows you to sync Microsoft Dynamics 365 Business Central custom text fields one-way. We're in contact with Microsoft and hope to get this improved soon.

Additional Options

Syncing Deletions

Currently, there are no Microsoft Dynamics 365 Business Central integrations on the PieSync platform that support our deletions sync.

Syncing Unsubscribes

Currently, there are no checkbox available for Microsoft Dynamics 365 Business Central integrations on the PieSync platform that support our unsubscribes sync.

The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More information on Syncing Unsubscribes here or on Deletions here.

Combined Shape

Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - support@piesync.com.  Don't forget to read our blog for the latest in productivity, apps, and technology!

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