Create new Dynamics 365 Business Central Customer from Salesforce Lead

This integration selects new Salesforce leads and imports them to Dynamics 365 Business Central as customers.

Notes

• It does not import pre-existing Salesforce leads to Dynamics 365 Business Central customers.

• Country names may differ between the systems. In this case, information about lead's country will not be imported.

How to Set Up

1. Select or create connections: Salesforce connection for Source and Dynamics 365 Business Central connection for Target.
2. Specify the schedule on which the integration will run automatically.

Tips

• To create Dynamics 365 Business Central customers from specific Salesforce leads, configure filters in the task editor.