Common Data Service - Data Integration - Configuring Prospect to Cash - Part 4

Prospect to Cash 

Scope of Synchronization

1. Products are maintained in Finance and Operations and sync them directly to Sales. A Price List has to be configured in Dynamics 365 Sales before synchronization.

2. The following sales life cycle takes places in Dynamics 365 Sales.

     Leads Creation - 

                 Leads are generated in Dynamics Sales. 

     Accounts/Contacts/Opportunity Creation - 

                 Upon qualification of Leads; accounts/contacts/opportunity are created in Dynamics 365  Sales. Accounts are maintained in Sales and sync them directly from Sales to Finance and Operations. Contacts are maintained in Sales and sync them directly to contacts or customers in Finance and Operations.

     Quotes Creation - 

                 Quotes are created against an opportunity in Dynamics 365 Sales. Once the quote is activated; it can be synced to Finance and Operations.

     Order Creation - 

                 Orders are created in Dynamics 365 Sales against an Opportunity/Quote and are synced from Dynamics 365 Sales to Fin Ops. 

The order processing happens in Fin Ops and the orders are synced back to Sales. 

   Invoice Creation -

                  Once a sales order is invoiced in Fin Ops, the invoice journal is created in Fin Ops. The synchronization of invoice happens from Fin Ops to Sales.

Please follow the below link for the synchronization process.

https://docs.microsoft.com/en-us/dynamics365/unified-operations/supply-chain/sales-marketing/prospect-to-cash

Please make the following changes; if the synchronization doesn't work.

Synchronize accounts directly from Sales to customers in Finance and Operations

Process works smoothly. 

1. Is Externally Maintained property on these customers is set to Yes in Dynamics Fin Ops to track customers that originate from Sales. During invoicing, this information is used to filter invoices that are synchronized to Sales.

2. Account Number has been made a natural and unique key in order to support the integration. The natural key feature of the CRM solution might affect customers who already use the Account Number field, but who don't use unique Account Number values per account. Currently, the integration solution doesn't support this case.

When a new account is created, if an Account Number value doesn't already exist, it's automatically generated by using a number sequence. The value consists of ACC, followed by an increasing number sequence and then a suffix of six characters. Here is an example: ACC-01000-BVRCPS

When the integration solution for Sales is applied, an upgrade script sets the Account Number field for existing accounts in Sales. If there are no Account Number values, the number sequence that was mentioned earlier is used.

Issues: 

Some field mappings may not work. 

Solution:

In Dynamics 365 for Finance and Operations, Refresh the entity list. Go to Data Management > Framework parameters > Entity settings and choose to Refresh the entity list.

Synchronize products directly from Finance and Operations to products in Sales

1. In Sales, a new Is Externally Maintained field has been added on products to indicate that a given product is maintained externally.The following values are available:

Yes – The product originated from Finance and Operations and won't be editable in Sales.

No – The product was entered directly in Sales.

(Blank) – The product existed in Sales before the Prospect to cash solution was enabled.

The Is Externally Maintained field helps guarantee that only quotations and sales orders that have externally maintained products will be synchronized to Finance and Operations.

2. Externally maintained products are automatically added to the first valid price list that has the same currency. Price lists are organized alphabetically by name. 

The product sales price from Finance and Operations is used as the price on the price list. Therefore, there must be a price list in Sales for every product sales currency in Finance and Operations. 

The currency on the released sellable products is set to the accounting currency in the legal entity that the product is exported from.

3. Product synchronization won't succeed unless there is a price list that has a matching currency.

Issue:

Unit id is missing

Solution:

Change the value map of Sales Unit Symbol and Default unit. 

Make sure that all the values for Default Unit in Sales is same as Default Unit in fin Ops

Eg: ea -> ea. Change for all values.

Synchronize contacts directly from Sales to contacts or customers in Finance and Operations

1. If a contact is associated to an account [IsCompanyAnAccount = yes] and doesn't have any quotes/orders/invoices directly associated to itself[ Is Active Customer = no] , it is synchronized as a Contact in Fin Ops. 

2. If a contact has any quotes/orders/invoices directly associated to itself[ Is Active Customer = yes] , it is synchronized as a Customer in Fin Ops. 

Synchronize sales quotation headers and lines directly from Sales to Finance and Operations

Issue:

Unit id is missing

Solution:

Change the value map of Sales Unit Symbol and UOM id in sales quotation lines. 

Eg: ea -> ea. Change for all values. [Keep Unit values in Fin Ops as reference like products]

Synchronize sales orders headers and lines directly from Sales to Finance and Operations

Issue:

Unit id is missing

Solution:

Change the value map of Sales Unit Symbol and UOM id in sales header lines. [in both templates] 

Eg: ea -> ea. Change for all values. [Keep Unit values in Fin Ops as reference like products]

Make sure the batch Calculate Sales Total is run each time successfully before we sync orders from Fin Ops to Sales.

Sales Order must be created only in Dynamics 365 Sales. 

Synchronize sales invoice headers and lines directly from Finance and Operations

to Sales 

- Template is having some bug. Will update this section once the bug is updated.

What happens when we synchronize data from Sales to Fin Ops and vice-versa?

Once we create a project in CDS a data project is created in dynamics Fin Ops.

1. If we sync data from Sales to Fin Ops; an Import Data Project is Created.

2. If we sync data from Fin Ops to Sales; an Export Data Project is Created.

When the project is run on CDS; the batch in Fin Ops runs the corresponding Data Projects. 

It can be viewed as the job history in Fin Ops.

Navigate to Data Management and check Data Projects and its job history.