Dynamics CRM Sales Invoices to D365 for Financials

In this blog we will be highlighting the steps to send sales invoices from Dynamics CRM to Dynamics 365 for Financials.

Use Plugin in CRM

Here are the steps:

  1. Download the CRM SDK from Microsoft.
  2. In SDK package, add the “CRMSDKTemplates” into Visual Studio (find the matched one with your VS version).
  3. Create a new CRM Plug-in Library in Visual Studio.
  4. Create early bound entity classes with the code generation tool (CrmSvcUtil.exe, run it in Command Prompt under this tool’s directory).
  5. Use the early bound entity classes to retrieve the Sales Invoice entity from the LocalPluginContext.

Create and use Web API in D365 for Financials

Now you have your Sales Invoice entity from CRM and want to map the related fields in Financials and send those field values to Financials.

  1. Create a Web Service for Sales Invoices in Financials. Make a copy of the Web Service URL and you will need it later. https://yourcompanyname.financials.dynamics.com:7048/MS/ODataV4/Company(‘ yourcompanyname’)/SalesInvoice
  2. Find out the metadata (data structure formatted in JSON) of the Web Service you just created. What I did is creating a temporary Console Application and adding the service reference. Then I could check the data type of the sales invoice in Visual Studio.                                            
  3. Decide and map the related fields. Create your own class with the same fields in the Plugin code (the class name can be any, but the type and name of those fields you need to map should be exactly the same as what is in the service reference).
  4. Use DataContractJsonSerializer to serialize your created class for sending it to the web service.
  5. Create a web request to the URL of the Web Service using HttpClient class (username is your account user name in Financials and the password is your web service key).
  6. Send the request to the Web Service using POST method.
  7. Then you maybe want to send the Sales Invoice line items. You should repeat Steps 2 to 6 for the line items: creating a line item class, mapping the fields, serializing it and posting it. The only tricky point is the line item URL is based on the header you previously sent. It looks like: https://yourcompanyname.financials.dynamics.com:7048/MS/ODataV4/Company(‘yourcompanyname’)/SalesInvoice(Document_Type=’Invoice’,No=’SampleInvoiceNo1′)/SalesInvoiceSalesLines

What’s more tricky is that sometimes the header passed into Financials successfully but the line or lines do not. Then you have to log into Financials and delete the header manually.

To learn more about Microsoft Dynamics 365 for Financials, contact us at info@trideapartners.com.

Tridea Partners Awarded 2016 Microsoft President’s Club

Toronto, Ontario | July 11, 2016 – Tridea Partners, LLC is pleased to announce that we have been named to the 2016 Microsoft President’s Club, an esteemed group representing the top 5% of Microsoft Partners worldwide. This award was presented to Tridea Partners at the Microsoft Worldwide Partner Conference 2016 in Toronto, Ontario. Although the bar has been continually raised year over year, Tridea Partners has been able to yet again achieve this highly sought after recognition for its support of Microsoft Dynamics. Tridea Partners has been serving the Microsoft Dynamics AX, GP and CRM communities for over 12 years throughout the United States in our offices in San Diego, Irvine and Boston.

“We are honored to be presented with this President’s Club Award for 2016.  Tridea continues to see a lot of new ERP projects for both Dynamics AX and Dynamics GP throughout the country, including many new deployments in our vertical markets of food and beverage, life sciences and healthcare.  We have also seen a new market of customers that are looking for hosted business applications, with a monthly rental option, something that we have recently brought on with our hosting services through Microsoft Azure”

Andy Collins, Partner at Tridea Partners

Microsoft President's Club

Tridea Partners provides Microsoft Dynamics consulting services to clients across the US. Having been named to the President’s Club for the 4th time in the past decade, this 2016 award is a further testament of Tridea Partners’ continued focus on helping its clients make their business’s better.

About Tridea Partners 

Tridea Partners is a Microsoft Dynamics Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) consulting partner specializing in implementation, customization, and integration of Microsoft Dynamics AX, Microsoft Dynamics GP, and Microsoft Dynamics CRM. Tridea Partners helps companies unlock the value of their business applications. By engaging Tridea, you gain a partner that is committed to your business success. www.trideapartners.com

CRM Blog Series : Who Needs CRM and Why (Part 2)

Are you a business owner or manager today?   Have you heard of CRM tools but don’t know much about them or why someone might need them?

The following series is designed for you!

                                     CRM & Service

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Do you have customers or are you going to have customers? As I pointed out in my recent webinar in partnership with the US Small Business Administration and Microsoft if you have customers or are going to have them, then why wouldn’t you have a tool to help you manage your relationship with those folks??

In my prior CRM blog post we talked about Sales.   Sales is certainly an important part of any business, but now let’s take a look at the often undervalued cousin to Sales…Customer Service

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An increasingly connected digital world has changed the way customers engage with brands. In an age of commoditized products and services, companies look to customer engagement and experience as key levers of competitive differentiation. Customer Service organizations are at the epicenter of a company’s ability to deliver a differentiated and consistent engagement experience.

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One of the first things I often ask when talking to an organization about CRM is simply, “How do you track and manage your customer service today?”   Sadly, all too often what I see is some poor person with the title of Customer Service Manager who’s been tasked with delivering great experiences but given nothing more than some staff, some phones and a copy of Microsoft Excel to try and pull it off and manage it all.   Meanwhile, in today’s online, connected world our clients want to engage with us via more modern tools.  When you look at the great Service companies today, they provide a multitude of ways for the customers to connect with them including online chat, email, and even social media tools.

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Inherently, Customer Service people want to deliver those great experiences.   People don’t take Customer Service jobs to go out of their way to deliver a bad experience.  They genuinely want their customers to be happy!   This in turn makes them happy and productive as employees!

What if instead, we empower our Customer Service team members by giving them a great tools that work across those channels?

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And we can see the big payoff at the end. 86% of our customers are willing to pay more for a better Customer Experience!!!

The first step is just get going! You can visit our website and check out my recent webinar with the US Small Business Administration

You can get started today!  At Tridea Partners we can help you setup a free 30-day trial!

 

2016 Dynamics Customer Event

Tridea Partners had a successful Dynamics Customer Event at Ballast Point Brewery last week. We wanted to thank our sponsors Avalara, Concur, Solver and everyone who came out to our event! We wanted to share some pictures from our successful event! We will see everyone at the next event!

Microsoft Dynamics CRM and ERP – The Winning Integration Webinar

MICROSOFT DYNAMICS CRM & ERP INTEGRATION

DRIVING PRODUCTIVITY & CUSTOMER SATISFACTION

Join Tridea Partners xRM³ as we host this webinar on why Dynamics CRM and ERP is the Winning Integration!

MICROSOFT DYNAMICS CRM & ERP INTEGRATION

Does your company engage in a highly transactional business with new or repeat customers? Imagine how much better your sales, service and finance teams could operate sharing critical customer data. No more data silos.

Learn how in our 30-minute webinar:

  • Hear how companies are benefiting today from integration of Microsoft Dynamics CRM and Microsoft Dynamics ERP.
  • See what type of data is being shared between departments to increase sales and customer satisfaction.
  • Gain a basic understanding of how sales and finance can automatically share data on orders, shipments and invoices.

Event Details: Wednesday  May 25, 2016 10:00 AM – 10:30 AM (PST) Presenters:  Ken Farmer –  xRM³ &  Andy Collins – Tridea Partners

register here