Contacts updated
Trigger when contacts are updated in Business Central.
About this template
What this workflow does
Automatically sync new Dynamics 365 Business Central items to Salesforce as products with duplicate prevention, full field mapping, and automatic price book entry creation.
Key benefits
- Automatic Product Catalog Synchronization
- Built-In Duplicate Prevention
- End-to-End Pricing Readiness
- Consistent Product Master Across ERP and CRM
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Inside the flow
How the template works
appse ai runs this workflow end to end for Dynamics 365 Business Central — automatically, every single day. Here is exactly what happens when this template runs.
Detect New Items in Dynamics 365 Business Central
A scheduled trigger polls Dynamics 365 Business Central every three minutes for newly created items. Each item payload includes the display name, item number, item category code, base unit of measure, and unit price—providing all the data needed to create a matching product in Salesforce.
Check If Product Already Exists in Salesforce
The Business Central item number is used as the product code to search for an existing product in Salesforce. This lookup ensures the workflow only creates new products and avoids duplicating items that were previously synced.
Decide: Create New Product or Skip
A decision node evaluates the Salesforce lookup result. If no matching product ID is found (product does not exist), the workflow routes to the creation path to build the product and its price book entry. If the product already exists, the workflow stops to prevent duplicates.
Create Product in Salesforce
A new product record is created in Salesforce using the Business Central item's display name as the product name, the item number as both the product code and stock keeping unit, the item category code as the product family, and the base unit of measure as the quantity unit of measure.
Retrieve Standard Price Book from Salesforce
The workflow fetches the active standard price book from Salesforce. The price book ID is required to create a price book entry that links the newly created product to its selling price.
Look Up Newly Created Product in Salesforce
The newly created product is retrieved from Salesforce by its product code to obtain the Salesforce Product ID. This ID is needed to associate the product with a price book entry in the next step.
Create Price Book Entry in Salesforce
A price book entry is created in Salesforce linking the new product to the standard price book. The unit price from Dynamics 365 Business Central is mapped as the list price, the Salesforce Product ID identifies the product, and the standard price book ID ties it to the correct price list—making the product immediately available for quoting and ordering.
Business benefits
More than moving data between apps — here is the measurable impact this automation delivers for your team.
01
Automatic Product Catalog Synchronization
Every new item created in Dynamics 365 Business Central appears in Salesforce within minutes—complete with product details and pricing—keeping the sales team's catalog always current without manual updates.
02
Built-In Duplicate Prevention
The workflow checks Salesforce for an existing product by item number before creating a new record, ensuring no duplicate products pollute the CRM catalog.
03
End-to-End Pricing Readiness
Beyond creating the product, the workflow automatically adds a price book entry with the Business Central unit price, so sales reps can quote and build opportunities immediately without waiting for pricing setup.
04
Consistent Product Master Across ERP and CRM
Product codes, names, categories, and units of measure are mapped directly from Business Central to Salesforce, maintaining a single source of truth and eliminating discrepancies between finance and sales systems.
01
Automatic Product Catalog Synchronization
Every new item created in Dynamics 365 Business Central appears in Salesforce within minutes—complete with product details and pricing—keeping the sales team's catalog always current without manual updates.
02
Built-In Duplicate Prevention
The workflow checks Salesforce for an existing product by item number before creating a new record, ensuring no duplicate products pollute the CRM catalog.
03
End-to-End Pricing Readiness
Beyond creating the product, the workflow automatically adds a price book entry with the Business Central unit price, so sales reps can quote and build opportunities immediately without waiting for pricing setup.
04
Consistent Product Master Across ERP and CRM
Product codes, names, categories, and units of measure are mapped directly from Business Central to Salesforce, maintaining a single source of truth and eliminating discrepancies between finance and sales systems.
Questions & answers
Frequently asked questions
Everything you need to know about this template before you deploy it.
What happens if a Business Central item already exists in Salesforce?
The workflow looks up the Salesforce product catalog by item number before creating anything. If a matching product is found, the creation steps are skipped entirely, preventing duplicate records.
How is the Salesforce product price set?
Which Business Central fields are mapped to Salesforce?
How often are new items picked up from Business Central?
Why businesses love appse ai
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Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.
Hans Engstrom
Operations Manager, Christiana Bikes
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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.
Sankar Thiagasamudram
Founder and CEO
Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.
Hans Engstrom
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
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
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.
Sankar Thiagasamudram
Founder and CEO
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
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
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
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
Founder, Italparts SRL & Italparts LLC
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
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
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
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
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.
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
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.
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Renegade Brewery
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