Developers

Overview

Viewing commissions and sales generated in Business Central from within Dynamics 365 Sales requires two components.

  1. The iDynamics Commissions 365 Sales solution on Dynamics 365 Sales.
  2. The iDynamics Commissions 365 Sales Connector extension in Business Central.

iDynamics Commissions 365 Sales

This is a solution for Dynamics 365 Sales that adds several tables, views, forms and charts to capture the commissions and sales, with their detail, synchronized from Business Central, where they are generated.

The solution adds security roles to control the visualization of this information by users.

Additionally, the solution provides the ability to have a forecast of the commissions that salespeople could earn for their opportunities, quotes and sales orders if they were to materialize, by calling a Business Central web service developed for this purpose.

The solution only works for SaaS environments, so it is downloaded from the marketplace as a "Managed" solution and therefore cannot be modified directly.

The Dynamics 365 Sales environment can always be customized by adding additional layers on top. If you need help with the approach, you can contact us through our support portal.

iDynamics Commissions 365 Sales Connector

This is an extension for Business Central that extends the standard synchronization with Dynamics 365 Sales by adding commissions and sales with everything that entails: new parameters in the Dynamics 365 Sales connection setup record, its own wizard for synchronizing commissions and sales, CDS tables for this synchronization, table and field mapping, job queues for automating this synchronization, etc. It also includes a web service for commission forecasting for open sales documents from Dynamics 365 Sales.

If you need to extend this synchronization of commissions and sales between Business Central and Dynamics 365 Sales, you can contact us through our support portal and we will help you with the approach and/or by adding the necessary events for it.

The web service for commission forecasting for open sales documents actually calls a process that resides in the iDynamics Commissions app, which is the one that calculates and generates the commissions, so any customization in this regard must first be treated as a customization of that app and, subsequently, in the web service that calls iDynamics Commissions. Again, you can contact us through our support portal if you need help to carry out the required customization.

Customizations

Currently the iDynamics Commissions 365 Sales Connector Business Central extension does not have any events or public functions. As they are needed for customizations that extend iDynamics Commissions, they will be added, although it is common that they will also require changes to the Dynamics 365 Sales solution iDynamics Commissions 365 Sales, since both must remain aligned.