Integrate with Sales

Frank Pedersen Moe Updated by Frank Pedersen Moe

Create opportunities in sales, sync with D365FO and trigger conversion of opportunity to customer.

Simplified excel import using Customers V3 entity for Norwegian customers, only requires 2 fields:

  1. Country region Id = NOR
  2. Tax VAT number, organization number (number can be formatted in any way)

For enabling and setting default values go to:

Cepheo® > Integrations > Sales > Sales Integration parameters

Map customer/vendor groups to designated id's from brreg.no in the parameter form

If "(Preview) Cepheo sales integration order import periodization" feature is enable, 2 new menus will appear:

  • Data import
    • Tick "Header" if import file has header.
  • Import log
The Cepheo Sales Integrations model makes it possible to integrate Sales with D365FO.
NB! Further setup must be done in Sales.
Please contact us for a demo

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