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SAP Business ByDesign and Dynamics 365 Finance and Operations Integration
Connect SAP Business ByDesign with Dynamics 365 Finance and Operations using appse ai to automate workflows, sync data, and eliminate manual tasks between both platforms.
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SAP Business ByDesign and Dynamics 365 Finance and Operations Workflow
Explore triggers and actions available for both apps. Switch between apps to see what each one can do.
Showing triggers & actions for SAP Business ByDesign
| Modules | Action |
|---|---|
| Query service products | Find SAP Business ByDesign service products by search text, ID, or any other ByD selection field. |
| Manage site logistics task | Confirm or update a SAP Business ByDesign site logistics task, such as confirming a pick. Read the task first with Query site logistics tasks to get its UUIDs. Parameters mirror the ByD document: keys are ByD element names, an '@' prefix is an XML attribute, and repeated nodes are arrays. Fields you leave unmapped are not sent. |
| Get customer by email | Find a SAP Business ByDesign customer by email address. Enter the email and map the returned customer fields — everything else in the ByD query is preset. |
| Manage outbound delivery | Read, release, unrelease, or update a SAP Business ByDesign outbound delivery — including writing a carrier tracking number back to it. Read the delivery first: release and update both need its current ChangeStateID. Parameters mirror the ByD document: keys are ByD element names, an '@' prefix is an XML attribute, and repeated nodes are arrays. Fields you leave unmapped are not sent. |
| Calculate prices | Ask SAP Business ByDesign for its own calculated price for one or more products, quantities and a currency. Parameters mirror the ByD document: keys are ByD element names, an '@' prefix is an XML attribute, and repeated nodes are arrays. Fields you leave unmapped are not sent. |
| Create or update customer | Create or update a SAP Business ByDesign customer — person or organisation name, addresses, communication data and account details. Set Customer @actionCode to 01 to create and 02 to update; the reply arrives as a single record because maintain and maintenance-check return different ByD confirmation roots. Parameters mirror the ByD document: keys are ByD element names, an '@' prefix is an XML attribute, and repeated nodes are arrays. Fields you leave unmapped are not sent. |
| Query outbound deliveries by date | Find SAP Business ByDesign outbound deliveries whose arrival date/time falls in a date range. |
| Query site logistics tasks | Find SAP Business ByDesign site logistics tasks — pick, putaway and similar warehouse tasks — by ID, process type, or any other ByD selection field. |
| Query outbound deliveries | Find SAP Business ByDesign outbound deliveries by ID or arrival-date window, returning the UUID and change-state ID needed to act on them. |
| Create or update sales order | Create a SAP Business ByDesign sales order with line items and pricing, or update an existing one — freight, discount, tax code, or an external payment reference. Set SalesOrder @actionCode to 01 to create and 02 to update. Parameters mirror the ByD document: keys are ByD element names, an '@' prefix is an XML attribute, and repeated nodes are arrays. Fields you leave unmapped are not sent. |
| Query materials | Find SAP Business ByDesign materials by internal ID, search text, extension field, or any other ByD selection field. |
| Query sales orders | Find SAP Business ByDesign sales orders by ID, buyer ID, date, or any other ByD selection field. |
SAP Business ByDesign and Dynamics 365 Finance and Operations Templates
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