New product created
Triggers when a new product record is created in Microsoft Dynamics 365 CRM.
CRMMaster Data Sync
Dynamics 365 Sales ↔ SAP Business One — Contacts and Customers, In Sync Both Ways
appse ai keeps your CRM and ERP customer data aligned automatically: contact changes flow both directions between Dynamics 365 Sales and SAP Business One, and a new won account in Dynamics is created as a business partner in SAP B1 — so sales and back-office always see the same customer.
Apps used in this template
About this template
What this workflow does
When sales works in Dynamics 365 and the back office works in SAP Business One, customer records drift apart — a contact updated in the CRM never reaches the ERP, a won account never becomes a business partner, and the two teams argue over which record is right. This template keeps them aligned. It syncs contact changes both directions and turns new Dynamics accounts into SAP Business One business partners automatically, with linkage-flag filtering and deduplication so only genuinely linked records sync.
Key benefits
- One customer, both systems — CRM and ERP always agree on contacts and accounts.
- Bidirectional contact sync — Changes flow D365→SAP B1 and SAP B1→D365.
- Won account → business partner — New Dynamics accounts created in SAP B1 automatically.
- Clean, linked records — Linkage flags and dedup prevent CRM-only clutter.
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Apps & Integrations
Every module in this template is fully customisable. Add triggers, swap actions, or extend the logic using appse ai's no-code visual builder.
Inside the flow
How the template works
appse ai runs three connected sync flows between Dynamics 365 Sales and SAP Business One. Here is what each does.
Flow 1 · Contact sync CRM → ERP (TPL-362)
On a 3-hour poll, appse ai scans Dynamics 365 for modified contacts that carry an active SAP linkage ID, uses AI to extract the changed fields (email, phone, job title), resolves the CRM parent to the SAP B1 CardCode, and updates the business partner contact person.
Flow 2 · Contact sync ERP → CRM (TPL-363)
On a scheduled poll, appse ai detects updated SAP Business One business partners, extracts the full ContactEmployees collection (warehouse, procurement, finance stakeholders often invisible to sales), deduplicates, and creates/updates the matching contacts in Dynamics 365.
Flow 3 · Account → Business Partner (TPL-364)
When a Dynamics 365 account is tied to a Closed-Won opportunity (or flagged ready for ERP) and has no SAP linkage yet, appse ai extracts the profile with AI — billing addresses, phone, primary contact — maps payment terms to SAP groups and the owner to a SalesPersonCode, and creates the business partner in SAP Business One.
Business Benefits
More than moving data between apps — here is the measurable impact this automation delivers for your team.
01
Keep one customer truth across CRM and ERP
Contacts and accounts stay aligned between Dynamics 365 and SAP Business One, ending the 'which record is right' argument.
02
Sync contacts both directions
CRM edits reach the ERP and ERP-side stakeholders reach the CRM, so sales sees the full account picture.
03
Turn won deals into ERP customers instantly
A Closed-Won Dynamics account becomes a SAP Business One business partner automatically — no manual master-data setup before the first order.
04
Keep records clean and linked
Linkage-flag filtering and deduplication mean only genuinely linked records sync, keeping CRM-only prospects out of the ERP.
05
Map the details correctly
Payment terms map to valid SAP groups and account owners to SalesPersonCodes, so the created business partner is complete and usable.
01
Keep one customer truth across CRM and ERP
Contacts and accounts stay aligned between Dynamics 365 and SAP Business One, ending the 'which record is right' argument.
02
Sync contacts both directions
CRM edits reach the ERP and ERP-side stakeholders reach the CRM, so sales sees the full account picture.
03
Turn won deals into ERP customers instantly
A Closed-Won Dynamics account becomes a SAP Business One business partner automatically — no manual master-data setup before the first order.
04
Keep records clean and linked
Linkage-flag filtering and deduplication mean only genuinely linked records sync, keeping CRM-only prospects out of the ERP.
05
Map the details correctly
Payment terms map to valid SAP groups and account owners to SalesPersonCodes, so the created business partner is complete and usable.
Questions & answers
Frequently asked questions
Everything you need to know about this template before you deploy it.
What does this Dynamics 365 and SAP Business One template do?
It keeps customer data in sync both ways — syncing contact changes between Dynamics 365 Sales and SAP Business One contact persons, and creating SAP B1 business partners from new (Closed-Won) Dynamics accounts.
Is the contact sync bidirectional?
When is a business partner created in SAP Business One?
How does it avoid syncing the wrong records?
Is this the same as the Dynamics 365–SAP Business One integration page?
How long does it take to go live?
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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