Zero Manual Product Entry for Every New Item
Dynamics 365 Business Central → Salesforce
Apps Required
No-code and low-code platform
Explore how the templates work
Detect New Items in Dynamics 365 Business Central
A scheduled trigger polls Dynamics 365 Business Central every three minutes for newly created items. Each item payload includes the display name, item number, item category code, base unit of measure, and unit price—providing all the data needed to create a matching product in Salesforce.
Check If Product Already Exists in Salesforce
The Business Central item number is used as the product code to search for an existing product in Salesforce. This lookup ensures the workflow only creates new products and avoids duplicating items that were previously synced.
Decide: Create New Product or Skip
A decision node evaluates the Salesforce lookup result. If no matching product ID is found (product does not exist), the workflow routes to the creation path to build the product and its price book entry. If the product already exists, the workflow stops to prevent duplicates.
Create Product in Salesforce
A new product record is created in Salesforce using the Business Central item's display name as the product name, the item number as both the product code and stock keeping unit, the item category code as the product family, and the base unit of measure as the quantity unit of measure.
Retrieve Standard Price Book from Salesforce
The workflow fetches the active standard price book from Salesforce. The price book ID is required to create a price book entry that links the newly created product to its selling price.
Look Up Newly Created Product in Salesforce
The newly created product is retrieved from Salesforce by its product code to obtain the Salesforce Product ID. This ID is needed to associate the product with a price book entry in the next step.
Create Price Book Entry in Salesforce
A price book entry is created in Salesforce linking the new product to the standard price book. The unit price from Dynamics 365 Business Central is mapped as the list price, the Salesforce Product ID identifies the product, and the standard price book ID ties it to the correct price list—making the product immediately available for quoting and ordering.
Select an App to View Supported Features
| Modules | Trigger |
|---|---|
| Items updated | Trigger when items are updated in Business Central. |
| New contacts created | Trigger when new contacts are created in Business Central. |
| New sales invoices created | Trigger when new sales invoices are created in Business Central. |
| Contacts updated | Trigger when contacts are updated in Business Central. |
| New salesorders created | Trigger when new salesorders are created in Business Central. |
| New sales shipments created | Trigger when new sales shipments are created in Business Central. |
| New items created | Trigger when new items are created in Business Central. |
| Customers updated | Trigger when customers are updated in Business Central. |
| Opportunities created | Trigger when opportunities are created in Business Central. |
| New customers created | Trigger when new customers are created in Business Central. |
Streamline Your Order Process with Automation
Automatic Product Catalog Synchronization
Every new item created in Dynamics 365 Business Central appears in Salesforce within minutes—complete with product details and pricing—keeping the sales team's catalog always current without manual updates.
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Built-In Duplicate Prevention
The workflow checks Salesforce for an existing product by item number before creating a new record, ensuring no duplicate products pollute the CRM catalog.
End-to-End Pricing Readiness
Beyond creating the product, the workflow automatically adds a price book entry with the Business Central unit price, so sales reps can quote and build opportunities immediately without waiting for pricing setup.
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Consistent Product Master Across ERP and CRM
Product codes, names, categories, and units of measure are mapped directly from Business Central to Salesforce, maintaining a single source of truth and eliminating discrepancies between finance and sales systems.
1
Automatic Product Catalog Synchronization
Every new item created in Dynamics 365 Business Central appears in Salesforce within minutes—complete with product details and pricing—keeping the sales team's catalog always current without manual updates.
2
Built-In Duplicate Prevention
The workflow checks Salesforce for an existing product by item number before creating a new record, ensuring no duplicate products pollute the CRM catalog.
3
End-to-End Pricing Readiness
Beyond creating the product, the workflow automatically adds a price book entry with the Business Central unit price, so sales reps can quote and build opportunities immediately without waiting for pricing setup.
4
Consistent Product Master Across ERP and CRM
Product codes, names, categories, and units of measure are mapped directly from Business Central to Salesforce, maintaining a single source of truth and eliminating discrepancies between finance and sales systems.
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