Business Central

Two components are required to view the commissions and sales generated by iDynamics Commissions in Business Central from a Dynamics 365 Sales environment, which is the tool used by salespeople.

This section focuses on the iDynamics Commissions 365 Sales Connector solution, which is installed on Business Central.

The first thing to do is download it from the marketplace and install it in a Business Central environment, which can be done for free from AppSource.

However, there are a number of prerequisites to consider before installing the extension.

Once installed, you need to configure it, activating the synchronization of commissions and sales, as well as the web service for commission forecasting from Dynamics 365 Sales.

Once configured, an initial synchronization of all commissions and sales existing in Business Central must be performed and, once completed and verified that they are visible correctly from the connected Dynamics 365 Sales environment with the required security — that each salesperson who has been specified this way sees only their own data and no one else's, and that users configured to see all data can see everyone's — you can then activate automatic synchronization so that from this point on, new commissions and sales, or modifications/deletions of existing synchronized ones, are synchronized with the Dynamics 365 Sales environment unattended. You can also activate email notifications for synchronization errors for greater convenience, and the user no longer needs to do anything else from Business Central.