Overview

Salesbuildr is a tool that integrates with Microsoft Dynamics 365 Sales. It is used for managing and building quotes. This connector ensures a smooth and seamless integration with your Microsoft Dynamics 365 environment. You can find the documentation for this connector inside our knowledge base.

Setup

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

● "Default Item Tracking Code": This field is used when Salesbuildr sends an item that is being tracked (where "Serial Number Tracked" is checked). In this case, the tracking information will be filled in under this code on the item.

● "Calculate Stock From": This field denotes the level at which the stock is calculated to be sent to Salesbuildr.

● "Last Checked Entry Stock Updates": This field specifies which warehouse or item post was last checked for stock updates to be sent to Salesbuildr.

● "Sync SalesBuildr Quotes to BC Document Type": This field determines the type of sales document created in Business Central (BC): either a quote or an order.

● "Purchasing Code Drop Shipment": This field is used to fill in the purchase code on the sales order line if it's a drop shipment.

Creating leads in Dynamics 365 Sales

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.

Creating opportunities in Dynamics 365 Sales

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.

Quote Generation in Salesbuildr

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.

Salesbuildr Connector for Dynamics 365 Sales

inden VanRoey