Zoho CRM and Dynamics 365 Business Central

Zoho CRM to Dynamics 365 Business Central

• Sync the newly onboarded Customer(s) and their details in the business line-up. The following Customer details will be synced from Zoho CRM to Dynamics 365 Business Central
  
  
  • Customer ID
  • Name
  • Email ID
  • City, Country
  • Address Lines
  • Phone Number
    
    
• Sync updated details of each Customer from Zoho CRM to Dynamics 365 Business Central with the following details:
  
  
  • Name
  • Email Id
  • City, Country
  • Address Lines
  • Phone Number

Dynamics 365 Business Central to Zoho CRM

• Sync newly added Products from Dynamics 365 Business Central to Zoho CRM with the following details:
  
  
  • Products
  • Product Name
  • Type
  • Price
  • SKU.
    
    

This ProcessFlow will sync-back the Zoho CRM Product ID to Dynamics 365 Business Central as “WebId”.

• Sync any updates to the Product Price from Dynamics 365 Business Central to Zoho CRM.
  
  Note: “VAT Prod. Posting Group” of Items need to be set “ZERO” (No VAT) in Dynamics 365 Business Central as “Total Tax” is considered as Line Item for the Sales Orders.

Dynamics 365 Business Central to Zoho CRM

• Sync/update the Product “Inventory/Stock” details from Dynamics 365 Business Central to Zoho CRM based on the SKUs.

Zoho CRM to Dynamics 365 Business Central

• Sync newly placed Sales Orders from Zoho CRM to Dynamics 365 Business Central with the following Order details:
  
  
  • Order Number
  • Name
  • Billing Address and Shipping Address
  • Product Name
  • SKU
  • Price
  • Quantity

Dynamics 365 Business Central to Zoho CRM

• Along with the Sales Order, sync the Invoice from Dynamics 365 Business Central to Zoho CRM with the following details:
  • Order Number
  • Customer Name
  • Billing Address
  • Currency
  • Date
  • Invoice Number
  • Item Number
  • Type
  • SKU
  • Unit Price
  • Quantity
  • Line Amount
  • UOM
    
    

Note: Freight and Tax are considered as Line Items for Sales Order and Invoice.