Dynamics 365 Sales Integration with Business Central
Align Dynamics 365 Sales with Microsoft Dynamics 365 Business Central to create a connected, Microsoft-native lead-to-cash process.
Why Integrating Dynamics 365 Sales with Business Central Matters
Dynamics 365 Sales manages pipeline, forecasting and relationship activity. Business Central governs financial transactions, order processing and revenue recognition.
Although both platforms sit within the Microsoft ecosystem, they serve different operational roles.
Without structured integration:
Opportunities do not transition cleanly into financial documents
Sales teams lack visibility into invoice and payment status
Pricing structures become misaligned
Customer records duplicate across systems
Revenue reporting lacks consistency
Even within Microsoft’s ecosystem, architecture still matters.
What a Dynamics 365 Sales–Business Central Integration Enables
A well-designed integration can support:
Account and contact synchronisation
Opportunity-to-quote workflows
Quote-to-sales order conversion
Product and pricing alignment
Real-time order and invoice visibility
Payment status updates within CRM
Forecast and revenue alignment
The objective is a seamless transition from opportunity to financial posting.
What Can Be Synced
Dynamics 365 Sales → Business Central
Accounts
Contacts
Opportunities
Quotes
Orders
Business Central → Dynamics 365 Sales
Products
Pricing
Order status
Invoice status
Payment updates
Integration can be:
Dataverse-based
API-driven
Event-triggered via Power Platform
Middleware-supported for complex environments
Important Considerations for Dynamics 365 Sales Integrations
Dataverse Alignment
Understanding how shared data models interact with Business Central entities.
Customer Master Ownership
Defining where account creation originates and how updates are handled.
Quote & Pricing Logic
Ensuring CRM pricing aligns with Business Central financial structures.
Security & Role Management
Maintaining appropriate access controls across systems.
Multi-Entity & Multi-Company Environments
Aligning CRM account structures with Business Central legal entities.
Microsoft-native does not mean “automatic” — it requires structured architecture.
People Also Ask
Is integration easier because both are Microsoft products?
Integration can be streamlined, but architectural design is still required.
Can quotes convert automatically into sales orders?
Yes — when pricing and workflow alignment are structured correctly.
Can invoice status be visible in Dynamics 365 Sales?
Yes — financial updates can be synchronised for sales visibility.
Is Dataverse required?
Dataverse can be leveraged in many architectures but depends on environment design.
Can this support complex sales environments?
Yes — integration can be structured to support advanced workflows and multi-entity operations.
Planning a Microsoft-Native CRM Integration?
If you're using Dynamics 365 Sales alongside Business Central, we can design an integration that aligns with Microsoft best practice and your operational model.
