ERPCRM

Zero Manual Product Entry for Every New Item

Q: How is the Salesforce product price set?

After the product is created, the workflow retrieves the active standard price book and creates a price book entry using the unit price from Dynamics 365 Business Central. This makes the product immediately available for quoting at the correct price.

Q: Which Business Central fields are mapped to Salesforce?

The item's display name maps to the Salesforce product name, the item number becomes both the product code and SKU, the item category code maps to the product family, and the base unit of measure maps to the quantity unit of measure.

Q: How often are new items picked up from Business Central?

The trigger polls Dynamics 365 Business Central every three minutes, so new items are typically synced to Salesforce within minutes of being created in the ERP.

Apps used in this template

Dynamics 365 Business Central

Salesforce

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

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.

Keep exploring

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Customize the flow

Build your own version of this workflow

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

Contacts updated

Trigger when contacts are updated in Business Central.

New customers created

Trigger when new customers are created in Business Central.

Customers updated

Trigger when customers are updated in Business Central.

New salesorders created

Trigger when new salesorders are created in Business Central.

New sales invoices created

Trigger when new sales invoices are created in Business Central.

Opportunities created

Trigger when opportunities are created in Business Central.

New items created

Trigger when new items are created in Business Central.

Items updated

Trigger when items are updated in Business Central.

New contacts created

Trigger when new contacts are created in Business Central.

New sales shipments created

Trigger when new sales shipments are created in Business Central.

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

Discover how appse ai has helped businesses automate processes and achieve growth through our users' success stories.

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

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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Zero Manual Product Entry for Every New Item

What this workflow does

How the template works

Detect New Items in Dynamics 365 Business Central