Pipedrive Microsoft Dynamics 365 Business Central Integration

Process

Stock is synced from Business Central to Microsoft Dynamics 365 Business Central.

Settings

Different types of stock calculations are supported. By default the available stock - sales reservations is send.

You can set the value towards target system if you want to have the stock managed or not.

Orders can be synced from Pipedrive to Microsoft Dynamics 365 Business Central or from Microsoft Dynamics 365 Business Central to Pipedrive.

Process

You can set the status on which orders are send from Microsoft Dynamics 365 Business Central, like only the paid orders. 

Once APIcenter retrieves the order data it is processed, add missing data(for example mandatory data for business central like Business Posting Group) and start the send process towards Pipedrive. First APIcenter checks if the order already exists, if it exists we skip the order. If it does not exists APIcenter checks if the customer exists and depending on the outcome create or update the customer. APIcenter checks if all products exist and then the order is committed.

APIcenter differentiates in creating the customer based upon the source data received. If APIcenter receives from the source a company name then a company debtor is created with the underlying contact. If there is no company then a person debtor is created.

The check on customer exists is done per default by email address.

Ordertypes

You can determine what type of order you want to send towards Pipedrive.

Our Pipedrive integrations support Orders or Invoices.

Settings

Within APIcenter you can set specific settings that are mandatory for Pipedrive, like Customer Posting Group, General Business Posting Group etc. For a complete overview please check the documentation.

Standard we offer functionality to make specific mappings like payment terms and methods from the Microsoft Dynamics 365 Business Central to the Pipedrive.

Do you want to make use of a default debtor? This is also per default available in APIcenter.

Datamapper

Per default APIcenter supplies a mapping that makes sure you can send an order towards Pipedrive. You can also make adjustments to this yourself.

Default fields that are mapped are for example:

• Customer Name
• Billing address street
• Number
• Postalcode
• City
• Country
• Shipping address street
• Number
• Postalcode
• City
• Country
• SKU
• Quantity
• Price

Process

The customer flow is different then the customers that are created via the order flow. In this flow customers are always updated on a change. And in the order flow the customers are only updated on an order.

We check if the customer exists per default by email address.

Settings

You can set the mandatory fields for Pipedrive in settings tab, for example the business posting group.

Data mapping

Per default the flow is already mapped. You can also make adjustments to this yourself.

Default fields that are mapped are for example:

• Customer Name
• Billing address
• street
• Number
• Postalcode
• City
• Country
• Shipping address
• street
• Number
• Postalcode
• City
• Country

For setting up a successful integration between Pipedrive and Microsoft Dynamics 365 Business Central you need to install an app in your Pipedrive environment. You can find the app here .

This app extends your articles table with some setting fields and a long description for the article. It also creates additional API endpoints where we can retrieve additional data from Microsoft Business Central.

We support Business Central cloud and local from version 14 and higher.

For detailed documentation, click here.