Business Central Integration with LeafLink Cannabis CRM

November 26, 2021

December 12, 2023

Abhishek Singh

Business Central Integration with LeafLink Cannabis CRM

About Microsoft Dynamics 365 Business Central 

Dynamics 365 Business Central is a cloud-based software as a service (SaaS) that allows different processes of your business to work in tandem with automated tasks and workflows for increased efficiency. 

As a leading expert on Microsoft Dynamics 365, Cynoteck provides an array of Dynamics 365 Consulting Services to small, medium, and large businesses. We provide a range of ERP and CRM consulting services that are geared toward the optimization of your business operations and the transformation of your applications. 

Cynoteck helps you in the careful selection and implementation of various Dynamics 365 features, to suit your organization's unique challenges. 

About Leaflink Cannabis 

LeafLink is a unified B2B cannabis platform that empowers cannabis brands by providing a channel for inbound orders and automating order management workflows, helping them to focus on upselling existing clients and closing new business.

This LeafLink’s unified platform has transformed the way cannabis brands, retailers, and distributors manage their operations, empowering them to simplify communication, optimize ordering, and spend limited time on administrative work. LeafLink is the largest network of licensed cannabis businesses. 

Optimizing operations for Brands: 

• E-commerce Marketplace 
• Order Management 
• CRM 
• Reporting Tools 

Watch the Video Tutorial of Dynamics 365 Business Central and LeafLink integration - https://youtu.be/135SOuMukcQ

Also, read: Microsoft Dynamics 365 Business Central User Manual

Getting Started with the Integration 

Business Central can be utilized for manufacturing, purchasing, inventory management, and other additional order management. This Microsoft Dynamics Business Central integration is hosted by Cynoteck. 

The Business Central integration with Leaflink Cannabis can save you and your team time by eliminating the need to enter products, consumers, and orders in Business Central and Leaflink. With this integration, LeafLink can be utilized for order creation and CRM updates.  

Business Central integration with Leaflink Cannabis is installed in Microsoft Dynamics Business Central by Cynoteck and needs access to a user account with "super" permissions. The seller needs to generate an API token for a current LeafLink user by following the steps here.

Next, reach out to the Cynoteck team and provide them with the API key. 

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1. Sales Order: Sales order Import from LeafLink to Business Central

Sales Order from LL are automatically imported into BC based on a pre-defined cut-off date when the Business decides to go live with the integration, the scheduler is run on an optimum time interval as agreed by the Business owners and identifies the new SO to be imported. 

Field records of Sales Orders header data that are imported: 

Number, LeafLink OrderId (Unique identifier between both the systems) Out of the box/default 

Sales Order Header Data 

LeafLink Fields	Business Central Fields	OOTB (Out of the box/default) fields (Available in BC) /Custom fields
number	LeafLink OrderId	Custom
id	Sell to Customer	OOTB
display_name	Customer Name	OOTB
shipping_charge	Shipping Charges	Custom
status	LeafLink order Status	Custom
notes	LeafLink Notes	Custom
delivery_preferences	LeafLink Delivery Preference	Custom
modified	LeafLink order modified date	Custom
created_on	LeafLink order created date	Custom

Sales Order Line Data: 

Field records of Sales Orders line data that are imported: 

Order, LeafLink OrderId (Unique identifier between both the systems) 

LeafLink Fields	Business Central Fields	OOTB fields (Available in BC) /Custom fields
order	LeafLink OrderId	Custom
id	LeafLink order line id	Custom
product	LeafLink Product Id	Custom
quantity	LeafLink Qty.	OOTB
name	LeafLink Product Name	OOTB
sku	LeafLink Product SKU	Custom
unit_of_measure	LeafLink Product Unit of Measure	OOTB
ordered_unit_price	LeafLink Product ordered unit price	OOTB
sale_price	LeafLink Product Sales price	OOTB

Also, read: Payment Tolerance – Business Central user manual

2. Customers and Products involved in Sales Orders 

The Customer and Products involved in the Sales Orders are also imported with a check if they do not exist in Business Central, if they already exist then there is no need to import them with SO (Sales Order) and we just relate the SO with existing Customers or Products. 

Generally, the Customers and Products are already imported into Business Central as master records from the LeafLink or any other system that the Business is using prior to Business Central.  

Products from LeafLink have a Unique identifier “SKU” and Customers have a unique identifier as “Customer ID” that determines the mapping between both systems and ensures NO duplicate records for Customers or products are imported into Business Central. 

Field records of Customers that are imported: 

Id and LeafLink Customer id (Unique identifier between both the systems) 

LeafLink Fields	Business Central Fields	OOTB fields (Available in BC) /Custom fields
id	LeafLink Customer Id	Custom
name	Customer Name	OOTB
License Number	LeafLink Customer License	Custom
Website	Website	OOTB
Address	Address	OOTB
Zipcode	Zipcode	OOTB
city	City	OOTB
state	State	OOTB
currency	Currency	OOTB
county	County	OOTB
phone	Phone	OOTB
email	E-mail	OOTB
status	LeafLink Customer Status	Custom
archived	LeafLink Customer Archive	Custom
country	Country	OOTB
modified	LeafLink Customer Modified	Custom
manager	Sales Person	OOTB

Field records of Products that are imported: 

Id, LeafLink Product Id (Unique identifier between both the systems) 

LeafLink Fields	Business Central Fields	OOTB fields (Available in BC) /Custom fields
id	LeafLink Product Id	Custom
name	Description	OOTB
Sku	LeafLink Product SKU	Custom
unit_of_measure	Unit of measure	OOTB
last_edit	LeafLink product last edit	Custom

Also, read: How to Setup Intercompany Transactions in Business Central – The Ultimate Guide

3. Bi-directional update of Sales Orders and Products 

When product details are updated in Business Central then the information is automatically pushed into LeafLink for the same Product based on SKU, finally, the product at LeafLink is also updated 

Similarly, when a Sales Order details are updated in Business Central then the information is automatically pushed into LeafLink for the same Sales Order, and it is updated in LeafLink as well. 

In Business Central we have also provided an option for the user to pull the updated Sales Orders and Products from LeafLink into Business Central, thus user when hits the buttons then all the updated products and the Sales orders are populated which he/she can update into BC as well. 

Field records of Products that are updated: 

Id, LeafLink Product Id (Unique identifier between both the systems) 

LeafLink Fields	Business Central Fields	OOTB fields) /Custom fields
id	LeafLink Product Id	Custom
name	Description	OOTB
Amount	Unit Price	OOTB
Quantity	Inventory	OOTB

Sales Order Header Data 

Field records of Sales Orders header data that are updated: 

Number, LeafLink OrderId (Unique identifier between both the systems) 

LeafLink Fields	Business Central Fields	OOTB fields (Available in BC) /Custom fields
Status	Status	Custom

Sales Order Line Data: 

Order, LeafLink OrderId (Unique identifier between both the systems) 

Field records of Sales order line data that are updated: 

LeafLink Fields	Business Central Fields	OOTB fields (Available in BC) /Custom fields
quantity	LeafLink Qty.	OOTB
ordered_unit_price	LeafLink Product ordered unit price	OOTB

Also, read: Business Central Integration with QuickBooks and D365 Sales module

4. Creating LeafLink Products from Business Central 

LeafLink Products can be created in Business Central. 

So, a product can be created in Business Central once and it is created in LeafLink automatically by the integration, there is no need to create the same product in both the systems to maintain the product list. 

Field records of Products to be created in Business central: 

Id, LeafLink Product Id (Unique identifiers between both the systems) 

LeafLink Fields

id

Item No.

Description

Display Name

Name

Sku

Sale Price

Wholesale Price

Unit multiplier

Unit of measure

Unit of measure Name

Seller

Manufacturer

License

Minimum Order

Category

Inventory Management

Some of the above fields are populated from Business Central fields, while others are provided on the page for the user to fill. There are many other fields available at API that the Business Owner decides whom to skip and whom to use. 

Also, read: 4 Easy Steps to initiate Refund in Business Central

5. Creating Live products from LeafLink into Business Central

The Business can choose a cut-off date thus after that date if any product is created in LeafLink it shall be automatically created in Business Central as Business Central runs a scheduled job queue which checks for new products at LeafLink, fetches them, and create them in Business Central. 

Field records of LeafLink Products that are created in Business Central: 

Id, LeafLink Product Id (Unique identifier between both the systems) 

LeafLink Fields	Business Central Fields	OOTB fields (Available in BC) /Custom fields
id	LeafLink Product Id	Custom
name	Description	OOTB
Sku	LeafLink Product SKU	Custom
unit_of_measure	Unit of measure	OOTB
last_edit	LeafLink product last edit	Custom

Note: The Business should choose one option from options 4 and 5 above to maintain the integrity of the system ensuring the product creation is either done at LeafLink or Business Central. 

6. Inventory Synching from Business Central into LeafLink 

The solution is capable to update the inventory/stock from Business Central into LeafLink. 

The Business Central user can do it mainly via 3 ways: 

Also, read: New and planned features of Dynamics 365 Business Central

What data flows does this integration support?

Conclusion

Now automate your operations and reimage your journey by simplifying your processes with Business Central and Leaflink Cannabis integration. You can now focus on managing your business more efficiently, avoiding double entry, and automating workflows by Business Central integration with LeafLink.

You will be able to provide transparent transitions, quick turnaround times, and the greatest level of customer service. Now, elevate your shipments with this integration and evolve your platform. Now, leverage the power of this integration to streamline ordering and client management, because your #1 responsibility is to delight your customers. 

Also, read: PowerApps integration with Microsoft Dynamics 365 Business Central Online

Frequently asked questions: 

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