The steps below will guide you through the steps need to enable Salesbuildr to talk to your Microsoft Dynamics 365 Sales. This will enable Salesbuildr to be able to read and update the following entities and fields.

How does the integration between Salesbuildr and Dynamics 365 Sales work?

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

Overview

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.

Synchronisation

Salesbuildr will read your Microsoft Dynamics 365 Sales every 10 minutes to pull in the entities and values from the fields below.

Products and Services

Unit Groups, Units, Price Lists and Product types

Dynamics 365 Sales does not have seperate entities for products and services, so Salesbuildr enables you to configure how you send (non recurring) products and (recurring) services to Dynamics.

Default Price list

Dynamics requires you to select a pricelist when you create a quote. Because Salesbuildr is used to create quote and proposals that can contain both non-recurring products as well as recurring services, you will need to select the default price list that Salesbuildr should use in the Salesbuildr Dynamics Admin section.

Products and services you create in Salesbuildr will be added to the default price list you have selected.

Product Types

You can use the Dynamics product types to differentiate between non-recurring and recurring.

Set the default product type for recurring services: Services
Set the default product type for non-recurring services: Sales inventory

Default Unit Group

Unit groups are used to define the units or a product or service and can be used to indicate how a product is consumed or billed later. You should setup units under the unit group as follows:

Each for non-recurrurring products
Month for recurring services that are billed on a monthly basis
Year for recurring services that are billed on a yearly basis

Default Unit for Services

In Salesbuildr, set the default unit to use for recurring services: Typically you want this to be set to Month. You can set it to Year for yearly licenses on the product level.

Default Unit for Products

Set the default unit to use for products: Typically you want this to be set to Each.

Salesbuildr Information	Synced to Dynamics 365 as	Description
Name	Name	The name of the product
Description	Product ID	The product ID of the product
Long Description	Description	The description of the product
Manufacturer Part Number	Vendor ID	Links to the company details in Dynamics 365.
Company	Vendor	The manufacturer of the product
Distributor	Supplier	The name of the supplier or distributor
Category	Subject	The product category
Cost	Current Cost	The cost price
Price	List Price	The sales price

Price list	Price list	The default price list
Unit Group	Unit group	The unit group for the product
Term	Unit	The unit for the product: Each, Month, Year
	Type	Sales Inventory, Services, Charge or Flat fee
Requires Procurement	Stock Item	Determines if items are kept in stock and
IsSerialised		If Product is sold with a unique serial number
Is eligible for RMA		If Product Is eligible for RMA

Opportunities

Salesbuildr Information	Synced to Dynamics 365 as	Description
Opportunity Title	Opportunity Name	The name of the sales opportunity.
Opportunity description	Description	Opportunity description
Estimated Close Date	Estimated Close Date	The expected date to close the opportunity.
Pipeline Stage	Stage	The stage of the opportunity
Source		The source of the opportunity
Probability	Probability	% Probability
One time revenue		The one time revenue based on items in the quote
Monthly revenue		The monthly revenue based on items in the quote
Company Information	Account Reference	Links to the company details in Dynamics 365.
Company contact	Contact Reference	Links to the contact details in Dynamics 365.
Owner Information	Owner Reference	Links to the user who owns the opportunity in Dynamics 365.
Opportunity ID	Salesbuildr Opportunity ID	The unique identifier of the opportunity from Salesbuildr.

Quotes

Salesbuildr Information	Synced to Dynamics 365 as	Description
Quote Title	Quote Name	The name of the quote.
Revision	Revision ID	Revision of the qoute
Quote Number	Quote ID	The unique number assigned to the quote.
Status	Status	The status of the qoute
Valid from	Effective from	Effective from date
Expires on	Effective to	Effective to date
Internal note	Description	Internal note
Customer note	Timeline Note	Customer note
Payment terms	Payment terms	Payment terms
Total	Total amount	Total amount of the quote
Quote Owner	Owner	Links to the user who owns the opportunity in Dynamics 365.
	Price list	The associated price list in Dynamics
Ship to address	Ship to address	Ship to address
Associated Opportunity	Opportunity Reference	Links to the related sales opportunity in Dynamics 365.
Company Information	Account Reference	Links to the company details in Dynamics 365.
Owner Information	Owner Reference	Links to the user who owns the quote in Dynamics 365.
Expiry Date	Effective To Date	The date when the quote expires.
Solution Details	Custom Fields	Information about the solution being quoted.
Shipping method	Shipping Method	The shipping method
Shipping Costs	Shipping Price & Cost	Costs related to shipping.

Companies

Salesbuildr enables you to map company types between Dynamics 365 Sales and Salesbuildr to determine how entities will be imported.

How to import Companies from Dynamics 365 to Salesbuildr

How to send companies created in Salesbuildr to Dynamics 365

Salesbuildr Information	Synced to Dynamics 365 as	Description
Company Name	Account Name	The name of the company.
-	Account Number	Not provided in Salesbuildr.
Description	Description	Description
Company Type	Account Type	Type of the company (e.g., customer, prospect, vendor, supplier).
Website	Website	The website of the company.
Employees	Employees	Number of employees
Telephone	Phone	The telephone number of the company.
Address	Address Fields	Includes street, city, zip, state, and country information.
Payment terms	Payment Terms	Payment term for this company
Account Manager	Owner	Company owner
Contact user	Primairy contact	Primary Contact
Parent Company	Parent Account Reference	Reference to the parent company in Dynamics 365.
Tax ID	Tax Identification Number	Company tax ID
Delivery Addresses	Delivery Address Fields	Delivery addresses for the company.

Contacts

Salesbuildr Information	Synced to Dynamics 365 as	Description
First Name	First Name	The first name of the contact.
Middle Name	Middle Name	The middle name of the contact.
Last Name	Last Name	The last name of the contact.
Title	Role	The role of the contact
Email	Email	The email address of the contact.
Company ID	Company Reference	Reference to the company the contact is associated with.
Phone	Phone	The phone number of the contact.

How to prepare your Azure and Power platform environment

Make sure you have the right permissions, go to Microsoft Azure Admin and navigate to App Registrations.

Here, click on New Registration and use "Salesbuildr for Dynamics 365 Sales" as the name. Then click on Register.

Select Certificates & secrets on the left menu.

Click on + New Client Secret

Fill in these values and click Add.

Description "Salesbuildr Dynamics 365 Sales"

Expires "24 Months"

Copy the value in the field below and save it for later.

Go to Overview, copy the Application ID and save this for later.

https://learn.microsoft.com/en-us/answers/questions/1343875/register-a-app-to-make-connection-with-dynamics-cr

Navigate to Api Permissions and select Add a permission

Select Microsoft Dynamics

Select Delegated Permissions, enable user impersonation and click on Add permissions

Navigate to https://admin.powerplatform.microsoft.com/home and navigate to Environments. Select your environtment.

Click Settings

Select Users And Permissions and then open Application users

Select new App user, Select your Business Unit and click Add an App

Select the previously created App Registration and click Add.

Select the Security Role and click Create

Your App Registration has now been configured to be able to Access your Dynamics 365 environment

To configure Salesbuildr to be able to read and update your Dynamics 365 environment, you need the:

Business Unit ID from Dynamics, Environments, Settings, Application Users
Directory ID from the App Registration Overview
Application (client) ID from the App Registration Overview
Client Secret (copied in earlier steps)

In Salesbuildr, navigate to Admin, Intergrations and fill in these values in the corresponding fields under the Microsoft Dynamics 365 Sales integration.

Then click Verify.