Integration configuration details
Last updated
Last updated
Fill integration configuration required for the integration to execute successfully.
Field
Description
Customer Prefix Name
Enter Default Customer Prefix Name to use as Sage 100 customer prefix name
Customer Next Number
Enter default Customer Next Number to use as Sage 100 Customer Next Number
Contact Prefix Name
Enter Default Contact Prefix Name to use as Sage 100 Contact Prefix Name
Contact Next No
Enter Default Contact Next No to use as Sage 100 Contact Next No
Current Fiscal Year
Enter Current Fiscal Year
Quote Prefix Name
Enter Default Quote Prefix Name to use as Sage 100 Quote Prefix Name
Quote Next Number
Enter Default Quote Next Number to use as Sage 100 customer prefix name
Misc. Product Code
Enter Default Misc. Product Code
Ship to Prefix
Enter Default Ship to Prefix to use as Sage 100 Ship to Prefix
Ship to Next Number
Enter Default Ship to Next Number to use as Sage 100 Ship to Next Number
Tax Group Code
Enter Sage 100 Tax Group Code, which will be used as the default tax for customers, which is synced from Dynamics 365 to Sage 100
Types of Accounts
If types of accounts are set to "All" then all the customers will be fetched from dynamic to CRM. If the account is set to type " Customers" then only Customers whose type is "customer" in Dynamic will be fetched in logs.
Contact Skip Filter
The Contact process will skip the value defined in this field. The syntax is fieldname| value, eg Email | abc@test.com
Timezone
Enter your Timezone
