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HomeTemplatesDynamics 365 Sales ↔ SAP Business One — Contacts and Customers, In Sync Both Ways
CRMMaster Data Sync

Dynamics 365 Sales ↔ SAP Business One — Contacts and Customers, In Sync Both Ways

appse ai keeps your CRM and ERP customer data aligned automatically: contact changes flow both directions between Dynamics 365 Sales and SAP Business One, and a new won account in Dynamics is created as a business partner in SAP B1 — so sales and back-office always see the same customer.

Apps used in this template

Dynamics 365 Sales
Dynamics 365 Sales
SAP Business One
SAP Business One
Dynamics 365 Sales
SAP Business One

About this template

What this workflow does

When sales works in Dynamics 365 and the back office works in SAP Business One, customer records drift apart — a contact updated in the CRM never reaches the ERP, a won account never becomes a business partner, and the two teams argue over which record is right. This template keeps them aligned. It syncs contact changes both directions and turns new Dynamics accounts into SAP Business One business partners automatically, with linkage-flag filtering and deduplication so only genuinely linked records sync.

Key benefits

  • One customer, both systems — CRM and ERP always agree on contacts and accounts.
  • Bidirectional contact sync — Changes flow D365→SAP B1 and SAP B1→D365.
  • Won account → business partner — New Dynamics accounts created in SAP B1 automatically.
  • Clean, linked records — Linkage flags and dedup prevent CRM-only clutter.

Template details

Steps
3 connected sync flows
Apps
2 integrations
Flow
Dynamics 365 Sales ↔ SAP Business One
Mode
Scheduled + event (bi-directional)
Category
CRMMaster Data Sync
Version
v1.0

Workflows in this template

3 ready-to-deploy workflows

This hub consolidates the Dynamics 365 Sales ↔ SAP Business One master-data sync into three connected workflows — contact sync both ways plus won-account-to-business-partner creation. Launch any one straight into the appse ai builder — deploy the full set, or start with just the one you need.

  • 01

    D365 contact updated → SAP B1 BP contact person sync

    Deploys into the appse ai builder

    Use this template
  • 02

    SAP B1 contact person created/updated → D365 contact sync

    Deploys into the appse ai builder

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  • 03

    D365 new account (Closed Won) → SAP B1 Business Partner created

    Deploys into the appse ai builder

    Use this template

Inside the flow

How the template works

appse ai runs three connected sync flows between Dynamics 365 Sales and SAP Business One. Here is what each does.

01

Flow 1 · Contact sync CRM → ERP (TPL-362)

On a 3-hour poll, appse ai scans Dynamics 365 for modified contacts that carry an active SAP linkage ID, uses AI to extract the changed fields (email, phone, job title), resolves the CRM parent to the SAP B1 CardCode, and updates the business partner contact person.

02

Flow 2 · Contact sync ERP → CRM (TPL-363)

On a scheduled poll, appse ai detects updated SAP Business One business partners, extracts the full ContactEmployees collection (warehouse, procurement, finance stakeholders often invisible to sales), deduplicates, and creates/updates the matching contacts in Dynamics 365.

03

Flow 3 · Account → Business Partner (TPL-364)

When a Dynamics 365 account is tied to a Closed-Won opportunity (or flagged ready for ERP) and has no SAP linkage yet, appse ai extracts the profile with AI — billing addresses, phone, primary contact — maps payment terms to SAP groups and the owner to a SalesPersonCode, and creates the business partner in SAP Business One.

Business Benefits

More than moving data between apps — here is the measurable impact this automation delivers for your team.

01

Keep one customer truth across CRM and ERP

Contacts and accounts stay aligned between Dynamics 365 and SAP Business One, ending the 'which record is right' argument.

02

Sync contacts both directions

CRM edits reach the ERP and ERP-side stakeholders reach the CRM, so sales sees the full account picture.

03

Turn won deals into ERP customers instantly

A Closed-Won Dynamics account becomes a SAP Business One business partner automatically — no manual master-data setup before the first order.

04

Keep records clean and linked

Linkage-flag filtering and deduplication mean only genuinely linked records sync, keeping CRM-only prospects out of the ERP.

05

Map the details correctly

Payment terms map to valid SAP groups and account owners to SalesPersonCodes, so the created business partner is complete and usable.

01

Keep one customer truth across CRM and ERP

Contacts and accounts stay aligned between Dynamics 365 and SAP Business One, ending the 'which record is right' argument.

02

Sync contacts both directions

CRM edits reach the ERP and ERP-side stakeholders reach the CRM, so sales sees the full account picture.

03

Turn won deals into ERP customers instantly

A Closed-Won Dynamics account becomes a SAP Business One business partner automatically — no manual master-data setup before the first order.

04

Keep records clean and linked

Linkage-flag filtering and deduplication mean only genuinely linked records sync, keeping CRM-only prospects out of the ERP.

05

Map the details correctly

Payment terms map to valid SAP groups and account owners to SalesPersonCodes, so the created business partner is complete and usable.

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Customize the flow

Apps & Integrations

Every module in this template is fully customisable. Add triggers, swap actions, or extend the logic using appse ai's no-code visual builder.

01

New product created

Triggers when a new product record is created in Microsoft Dynamics 365 CRM.

02

Account updated

Triggers when an existing account record is updated in Microsoft Dynamics 365 CRM.

03

New order created

Triggers when a new sales order record is created in Microsoft Dynamics 365 CRM.

04

Contact updated

Triggers when an existing contact record is updated in Microsoft Dynamics 365 CRM.

05

Product updated

Triggers when a product record is updated in Microsoft Dynamics 365 CRM.

06

Task updated

Triggers when a task record is updated in Microsoft Dynamics 365 CRM.

07

New account created

Triggers when a new account record is created in Microsoft Dynamics 365 CRM.

08

New opportunity created

Triggers when a new opportunity record is created in Microsoft Dynamics 365 CRM.

09

New invoice created

Triggers when a new invoice record is created in Microsoft Dynamics 365 CRM.

10

Price list updated

Triggers when an existing price list record is updated in Microsoft Dynamics 365 CRM.

11

New price list created

Triggers when a new price list record is created in Microsoft Dynamics 365 CRM.

12

New contact created

Triggers when a new contact record is created in Microsoft Dynamics 365 CRM.

13

New task created

Triggers when a new task record is created in Microsoft Dynamics 365 CRM.

14

Quote updated

Triggers when an existing quote record is updated in Microsoft Dynamics 365 CRM.

15

Opportunity updated

Triggers when an opportunity record is updated in Microsoft Dynamics 365 CRM.

16

New lead created

Triggers when a new lead record is created in Microsoft Dynamics 365 CRM.

17

New activity created

Triggers when a new activity record is created in Microsoft Dynamics 365 CRM (emails, appointments, phone calls, tasks, and other activity types via activitypointers).

18

New quote created

Triggers when a new quote record is created in Microsoft Dynamics 365 CRM.

19

Activity updated

Triggers when an activity record is updated in Microsoft Dynamics 365 CRM (emails, appointments, phone calls, tasks, and other activity types via activitypointers).

Questions & answers

Frequently asked questions

Everything you need to know about this template before you deploy it.

What does this Dynamics 365 and SAP Business One template do?

It keeps customer data in sync both ways — syncing contact changes between Dynamics 365 Sales and SAP Business One contact persons, and creating SAP B1 business partners from new (Closed-Won) Dynamics accounts.

Is the contact sync bidirectional?

When is a business partner created in SAP Business One?

How does it avoid syncing the wrong records?

Is this the same as the Dynamics 365–SAP Business One integration page?

How long does it take to go live?

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Hans Engstrom
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Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
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Golden Toys
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appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Kaywan Pour
Niagara Warenhandels GmbH
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Ramez Tacrity
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
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Renegade Brewery
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
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Jason Mitchell
MD, All Marine Spares
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Dan Gerber
Dan Gerber
CEO, Designer Boys
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Columb McCluskey
Columb McCluskey
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Richard Grew
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Renegade Brewery

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