Dynamics 365 Sales
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 solution, which is installed in a Dynamics 365 Sales environment.
The first thing to do is download it from the marketplace and install it in a Dynamics 365 Sales environment, which can be done for free from AppSource.
However, there are a number of prerequisites to consider before installing the solution.
Once installed, security must be configured to determine what data each user can see.
Next, the necessary connector in Business Central needs to be installed and configured: iDynamics Commissions 365 Sales Connector.
Once all of the above is done, salespeople will be able to view and analyze information about their commissions and sales from within Dynamics 365 Sales and will even be able to have a commission forecast for the commissions they could earn if their open sales opportunities are closed.
Regarding Dynamics 365 Sales licensing, it is important to know the number of custom tables that our iDynamics Commissions 365 Sales solution adds to the environment.