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Dynamics 365 Sales & Business Central Integration
One customer, one price, one order, whether your team is selling or invoicing.
STW Services connects Dynamics 365 Sales and Business Central using Microsoft’s standard Business Central–Dataverse integration, then automates the approvals, pricing rules and notifications that sit around it.
- Microsoft standard integration
- Country-specific approvals
- Multi-currency pricing
When sales and finance work in different systems
- Salespeople quote prices that don’t match Business Central
- Customers created twice, with different details
- Orders re-entered by finance; line details lost
- Approvals for large or risky quotes depend on who’s in the office
- Sales can’t see what’s shipped or invoiced
What the integration connects
We configure which records sync, in which direction and how conflicts are resolved, then extend mappings where your process needs it.
Automating the process around it
Country- and rule-based quote approvals
Quote and line data, rules on country, amount, risk and customer, PDF generated, routed, outcome reported.
Customer approval & unblocking
New customers approved before trading, then unblocked automatically.
Multi-currency pricing
New products added to each currency’s price list and kept in step.
Operational alerts for sales
Goods received, ready to ship, export-control checks, by email or Teams.
A multi-country B2B organisation, Europe
We connected Dynamics 365 Sales and Business Central through Microsoft’s Dataverse integration solutions, then delivered country-specific quote approvals, customer approval handling, receipt notifications, export-control alerts, multi-currency price-list automation and CRM validation logic, with Outlook, SharePoint and Teams integrated around it.
Client name withheld for confidentiality.
Map the process
Lead → quote → order → invoice.
System of record
Who owns customers, items, prices.
Configure & test
Standard integration in a sandbox.
Automate & monitor
Approvals, alerts, sync errors watched.
Do we need custom code to connect Dynamics 365 Sales and Business Central?
The core sync uses Microsoft’s standard integration; custom logic is added only for rules it doesn’t cover.
What if we use a different CRM?
Business Central has standard APIs, so other CRMs can be integrated, usually with more design work.
Can approvals vary by country or company?
Yes. We’ve built separate approval flows per country with different rules and approver groups.
Who supports the integration afterwards?
We can monitor and maintain it as part of Business Central support.
Bring sales and finance onto the same page
Tell us which CRM and Business Central setup you have and where the hand-offs break down.
- A reply from someone who knows Business Central
- Practical next steps, whether or not we work together
- No obligation
Book a Business Central Consultation
Tell us about your Business Central requirement. We’ll reply with practical next steps.
- Pick “Business Central Solutions” in the form
- Share your current system and what you need
- Or email support@stw-services.com