SalesBuildr integrates with Microsoft Dynamics 365 Sales and Microsoft Dynamics 365 Business Central. Here's an overview of what this powerful collaboration brings to your sales management journey, marrying CRM, sales, business administration, and supply channels:

Our latest integration symbolizes a significant stride in our mission: to empower Managed Technology Providers with the tools to provide superior sales experiences. By bridging Dynamics 365 Sales, Business Central, and our distributor partners across Europe, we're facilitating informed business decisions, streamlining sales processes, and boosting profitability.

Here's how Salesbuildr integrates with Microsoft Dynamics 365 Sales and Business Central:

Salesbuildr is a tool that integrates with Microsoft Dynamics 365 Sales. It is used for managing and building quotes. The tables below display what fields are updated per entity.

Navigate to Microsoft Dynamics settings page to select the Salesbuildr settings page.

On the setup page you can configure the Salesbuildr integration. "API Key" , "Salesbuildr Uri" and "Salesbuildr Api Endpoint" are essential values used for authentication with Salesbuildr's APIs, so make sure not to alter these.

After the creation of a lead in Dynamics 365 Sales, the lead's details, such as their name, company, email, lead source, follow-up date, and the estimated value of the lead, can entered. If the lead becomes a qualified opportunity, these details are used to create an account and a contact in the system.

When the lead becomes an opportunity, more fields can be filled in, including estimated close date, estimated revenue, probability of success, and any competitors for the opportunity. Additionally, potential solutions, and stakeholders can added to the opportunity in Dynamics 365 Sales, depending on how you have setup opportunity stages and fields on entities.

After you have created the opportunity in Dynamics 365 Sales, you then need to synchronise the opportunity to Salesbuildr where the quote can be created.

Once you have opened the opportunity in Salesbuildr, you can create a quote for that opportunity with the Create Quote button. Follow the steps in How to create and send a quote from here on.

Synchronised fields include:

Alternative quotes can be generated and differentiated from the main quote for accurate reporting. Set one of the quotes as the primary quote so that the data from that quote can be used to populate and calculate fields in Microsoft Dynamics based on the line items and order value. when you retract a quote in Salesbuildr, it's possible to revise the quote and resend it.

To do this, you would first need to use the "Retract Quote" function in Salesbuildr. This will pull the quote back from Microsoft Dynamics 365 and mark it as withdrawn. After that, you can revise the quote in Salesbuildr and then send it back to Dynamics 365 using the "Send Quote" function.

The newly revised quote will now replace the original in Microsoft Dynamics 365, and the original quote will remain in the system with a status of 'withdrawn', so it can be reviewed when needed.

Items can be manually pushed from Salesbuildr to Business Central (BC). These items will appear on the "Salesbuildr Items" page.

A job queue entry runs to try and create these items. Any errors that occur during this process need to be monitored and corrected in this log. You can manually execute these actions using the buttons at the top of the page.

Fields that SalesBuildr sends to Business Central include:

During import, the system checks if an item with this "Salesbuildr Item Number" already exists:

If it does not, the item is created:

If it does exist:

Afterwards, the Business Central Item Number is sent back to Salesbuildr.

At the quote line level in Salesbuildr, an Account Manager or Presales can indicate whether it's a drop shipment. This is a manual process since there are no rules for it.

Once a customer approves a quote, a sales order will be sent to Business Central. Salesbuildr quotes appear on the "Salesbuildr Quotes" page in Business Central (BC). A job queue entry also runs over this table to process the lines. Fields that Salesbuildr sends to Business Central :

This is how the order will be send to Business Central

{

“quoteidSB”: “”,

“accountidCRM”: “”,

“quoteidCRM”: “”,

“itemnoSB”: “”,

“description”: “”,

“quantity”: “”,

“unitcost”: “”,

“salesprice”: “”,

“discount”: “”,

“vendorno”: “”,

“specialbidorderID”: “”,

“costcenter”: “”,

“dropshipment”: “”,

“template”: “”,

"itemcategory": "",

"unitofmeasure": ""

}

Job queue entry functionality:

The customer is identified based on the "CRM Account ID" that Salesbuildr sends along.

"Salesbuildr Quote Number" and "CRM Quote Number" are filled in on the sales document and are forwarded to the booked sales shipment and invoice.

Again, these actions can be manually executed using the buttons on the page.

The stock inventory is sent from Business Central (BC) to Salesbuildr. Depending on the settings in the Salesbuildr setup, the stock is forwarded per:

If 'Branch' is chosen, you can set the "Calculate SalesBuildr Stock" tick box on the relevant branches to indicate which branches should be included in the calculation of an item's stock. If 'Storage locations' is chosen, you can apply the same tick box on the storage locations.

This is carried out via the following job queue entry:

This entry checks the last time the stock update was run and only updates the items on SalesBuildr that have had stock updates in BC in the meantime. There is also another job queue entry that can be scheduled: "Codeunit 90615 – SB Stock update per item BSF". This will send a stock update for all items that have a "Salesbuildr Item Number" filled in.

You can also use the "Update Stock Salesbuildr" button on the item card and list to send the stock of items directly to Salesbuildr. Once again, these actions can be manually executed using the buttons.