Connect Dynamics 365 Business Central to your CRM
Dynamics 365 Business Central is Microsoft's cloud ERP. DealJourney keeps customers, contacts, products, invoices and suppliers in step with Dynamics 365 Business Central, so a won deal becomes an invoice in the system your accountant already uses and nobody types the same line twice.
Available on requestThe Dynamics 365 Business Central connector is built and tested, but we are still waiting on production credentials from the vendor, so we switch it on per customer rather than letting you self-serve it.
What syncs with Dynamics 365 Business Central
Record type by record type, and which way each one moves. Nothing here is rounded up.
| Record type | Direction | What moves |
|---|---|---|
| Customers | Both ways | Company records, organisation numbers and addresses stay identical on both sides. |
| Contacts | Both ways | The people at each company, with the email and phone number you actually use. |
| Products | Both ways | Your price book and article numbers, so a quote line and an invoice line mean the same thing. |
| Invoices | Both ways | Lines, quantities and VAT, carried across without anyone retyping them. |
| Suppliers | Both ways | Supplier records, so the purchase side of the ledger matches too. |
Checked against the Dynamics 365 Business Central connector in 2026-08. Changes are pushed to us as they happen rather than waiting for a scheduled pass.
What the Dynamics 365 Business Central sync does not cover yet
These record types do not move between DealJourney and Dynamics 365 Business Central today. We list them rather than leave you to assume.
- Orders
- Quotes
- Supplier invoices
- Recurring invoices
- Payments
- Journal entries
From won deal to invoice, through Dynamics 365 Business Central
- 1
The deal is won
Mark the opportunity won in DealJourney. That is the only action anyone takes.
- 2
The customer appears in Dynamics 365 Business Central
If the company is not in Dynamics 365 Business Central yet it is created there, matched on organisation number, so you do not end up with two versions of one customer.
- 3
The invoice is created
Lines, quantities and VAT come straight off the deal. The invoice lands in Dynamics 365 Business Central, where your accountant already works, instead of in a spreadsheet on the way there.
- 4
It stays one record
The invoice keeps its link to the deal and the customer in DealJourney, so sales and finance are looking at the same record instead of two copies of it.
Other systems we connect to
All integrations
Questions about the Dynamics 365 Business Central integration
The answers people actually ask us for before they switch.
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