Dynamics CRM and Dynamics 365 Finance & Operations (F&O) Integration
Budget: ₹12,500 – ₹37,500 INR
We are looking for a skilled Dynamics 365 professional to integrate Dynamics CRM with Dynamics 365 Finance & Operations (F&O). The integration will involve invoice synchronization and fixed asset data transfer using Dual-write for real-time updates.
Scope of Work:
1. Invoice Integration:
- Sync invoices from CRM to D365 F&O, including customer details, product information, and financial data.
- Configure posting profiles for standard and advanced invoices.
- Track integration status and enable retry functionality for failed transactions.
2. Fixed Asset Integration:
- Sync selected fixed asset groups from F&O to CRM based on predefined parameters.
- Include classification, number sequencing, and location-specific custom fields.
- Update CRM asset status dynamically when sold or scrapped in F&O.
3. Real-Time Updates:
- Implement Dual-write for real-time synchronization between CRM and F&O.
- Ensure validation to prevent duplicate entries and maintain data integrity.
4. Remote Collaboration:
- Work will be conducted via remote desktop sharing tools like TeamViewer, Remote Desktop, or similar platforms.
Deliverables:
- Seamless integration of invoices and fixed assets between Dynamics CRM and D365 F&O.
- Real-time updates with error tracking and validation.
- Documentation for the integration process and configurations.
Detailed requirements will be shared during discussions. If you have the relevant expertise, we look forward to your proposal.
Scope of Work:
1. Invoice Integration:
- Sync invoices from CRM to D365 F&O, including customer details, product information, and financial data.
- Configure posting profiles for standard and advanced invoices.
- Track integration status and enable retry functionality for failed transactions.
2. Fixed Asset Integration:
- Sync selected fixed asset groups from F&O to CRM based on predefined parameters.
- Include classification, number sequencing, and location-specific custom fields.
- Update CRM asset status dynamically when sold or scrapped in F&O.
3. Real-Time Updates:
- Implement Dual-write for real-time synchronization between CRM and F&O.
- Ensure validation to prevent duplicate entries and maintain data integrity.
4. Remote Collaboration:
- Work will be conducted via remote desktop sharing tools like TeamViewer, Remote Desktop, or similar platforms.
Deliverables:
- Seamless integration of invoices and fixed assets between Dynamics CRM and D365 F&O.
- Real-time updates with error tracking and validation.
- Documentation for the integration process and configurations.
Detailed requirements will be shared during discussions. If you have the relevant expertise, we look forward to your proposal.