MSCRM Configuration setup

  • sumukh.cm_94
    Participant
    8 years, 12 months ago #5285

    What should be done to configure Our MSCRM Org with Quickbooks using DBSync?

    kishor.j_88
    Participant
    8 years, 11 months ago #5506

    Given below are the steps that needs to be done to configure MSCRM with QuickBooks.

    >import DBSync package into MSCRM.
    MSCRM>>Settings>>Solutions>>Import, and then browse your desktop and upload the zip file. You can download the package from the link given in our website.
    >Register for free trial in DBSync
    >Add MSCRMQuickBooksBiDirectional Profile from the Process Template library in DBSync.
    >Go to Home>>Launch>>Edit, besides the MSCRMQuickBooksBiDirectional profile
    >Configure both the Adapters.
    >Click on the PDL on the left side and enable the states according to your requirement.
    >We are ready to go.

    Please do refer the below link to know more.
    http://help.mydbsync.com/docs/display/dbsync/Microsoft+Dynamics+CRM+Online+to+QuickBooks+Desktop+Integration

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