DBSYNC DATASHEET
Microsoft Dynamics CRM Online to QuickBooks Bidirectional template provides integration between QuickBooks and Microsoft Dynamics CRM Online. The integration solution is defined as a process within the DBSync profile.
Microsoft CRM QuickBooks
Accounts and Contacts as Customer
Products as Items
Opportunity as Jobs
Invoice as Invoice
Order as Sales Order
Use case
DBSync for Microsoft CRM & QuickBooks provides an easy to use application to synchronize Accounts, Contacts, Products, Opportunities, Invoice and Sales Orders to QuickBooks Desktop Customer, Products, Jobs, Invoices and Sales Orders respectively. The application provides a pre-built field to field map along with flexibility for more complex and dynamic mapping capability. The application also has an automatic online update , enabling DBSync customers to enjoy all the product updates and features with every new release.
Contents
Use case ... 1
Process Map ... 2
Business Process Flow ... 3
Microsoft CRM :... 5
DBSync Setup ... 6
Profile Setup ... 11
SIMPLIFY MICROSOFT CRM AND QUICKBOOKS INTEGRATION
Microsoft Dynamics CRM Online to QuickBooks Bidirectional
KEY BENEFITS Seamless transfer. Ability to implement automated workflows Reduced turn-around time. Requirements: Microsoft CRM Adapter QuickBooks Adapter Provider:
DBSync for QuickBooks
Requirements:
Microsoft CRM Adapter QuickBooks Adapter
Provider:
DBSYNC DATASHEET
Process Map
Microsoft CRM to QuickBooks. QuickBooks to Microsoft CRM QuickBooks Microsoft CRM Customer Accounts Customer Contacts Jobs Opportunity ItemInventory Products ItemNonInventory Products Invoice InvoiceSales Order Order
Microsoft CRM QuickBooks
Account/Contact Customer
Opportunity Jobs
Product ItemService,ItemInventory,ItemNonInventory
Invoice Invoice
DBSYNC DATASHEET
Business Process Flow
QuickBooks dbsync Microsoft CRM Customer to Account/Contact Account Customer Contact
Product Product to Item(s) Item( Service, Inventory..)
DBSYNC DATASHEET
QuickBooks to Microsoft CRM
Microsoft CRM dbsync QuickBooks Customer to Account/Contact Customer Account Items to Products Item( Service,NonInventory, Inventory..) Price List Opportunity Jobs to Opportunity Jobs Contact ProductInvoice / Sales Order Invoice / Sales Order to Invoice /
Order
Invoice / Order
DBSYNC DATASHEET
Installation
Microsoft CRM :
1. Download the DBSync Microsoft CRM-Quickbooks solution package from the following URL.
https://dbsync01.appmashups.com/appmanager/library/DBMSQB_1_0.zip
2. The downloaded MS CRM-Quickbooks solution package will be in a .ZIP format.
3. Upload the zipped “DBMSQB_X.zip” solution package to your Microsoft CRM Online instance as shown.
Settings Customizations Solutions Import.
4. Browse for the location on your hard drive where “DBMSQB_X.zip” was downloaded and click on Next as shown.
5. Once the Solution Package is uploaded to your MS Dynamics CRM Online instance, you should be able to see the same in the Solutions list as shown below. Click on Publish All Customizations button to commit all the changes done to your MS CRM instance.
DBSYNC DATASHEET
Note:
Out of the box DBSync supports Products/Items in a flat structure and not in Hierarchy as Products in Microsoft CRM does not support a Hierarchical structure. Please look at our Knowledge base for steps for handling hierarchies in Items from QuickBooks.
DBSync Setup
1. Login into www.mydbsync.com and click on Customer Login. 2. Enter your DBSync User Name and Password and click on Login.
3. Once logged in, click on “My home” tab from the menu and click on Launch button. 4. You will be re-directed to DBSync profile page.
DBSYNC DATASHEET
6. Select MSCRM adapter from the top left hand column of the Quickstart window.
7. Enter your Microsoft CRM username and password. Make sure you modify the “endpoint” url according to the domain name provided to you by Microsoft at the time of registration for Microsoft Dynamics CRM Online application. A sample example is shown below.
Endpoint : https://<Your Microsoft CRM URL>/XRMServices/2011/Organization.svc
8. In the above example, your Microsoft CRM URL should be prefixed in place of the default value. 9. Scroll down to the bottom of the section and click on Validate button to validate your Microsoft CRM
credentials.
10. Click on Quickbooks adapter on the top left hand side of the Quickstart window.
11. Under your QuickBookAdapter section, enter Full path to your QuickBooks file on your desktop.
DBSYNC DATASHEET
13. Open the .QWC file with QuickBooks Web Connector.
DBSYNC DATASHEET
DBSYNC DATASHEET
16. After clicking on Done, the web connector is launced with the selected integration profile. Select the integration profile/profileName, enter dbsync password and finally click on “Update Selected” to initiate the integration.
DBSYNC DATASHEET
Profile Setup
Microsoft CRM Configuration Instructions Username <<Username>> Password <<Password>>EndPoint https://<Your Microsoft CRM URL>/XRMServices/2011/Organization.svc Transport.compression True/False
sid As Applicable
ProxyHost If you use a proxy server then enter the <<proxy ip or host>>
ProxyPort If you use a proxy server then enter the <<proxy port>>
ProxyUserName If you use a proxy server then enter the <<proxy username>>
ProxyPassword If you use a proxy server then ether the <<proxy password>>
acceptGzip As Applicable
sendGzip As Applicable
QuickBooks Adapter
Configuration Instructions
Filename Point to the actual path of your QuickBooks File. If the field value is left unfilled, any open QuickBooks file path will be used as a default path at the time of the configuration.
Pdl Your Process Definition file used for the Integration.
Configuration Link Link to download the file to connect to your QB web Connector.
Advanced Properties
Configuration Instructions
Log Level ALL (It is recommended to set the Log Level as “All”)
PDL : Process Definition Language
Configuration Instructions
Process Name Name of the process definition file used for the integration
DBSYNC DATASHEET
