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 Market Place
- Order Management
- CRM
- Reporting Tools
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.
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 |
| 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:
- User can update products details from Business Central along with quantity
- User can do the change in inventory for the item via Item Journal in Business Central, the inventory level for the respective product is updated automatically at LeafLink as well
- if any sales and purchase activity is done for an item its quantity gets updated at LL as well.
7. Payment information flow
Now, after the payment is received and marked as paid against the LeafLink order in Business Central, the information for that order gets automatically pushed into LeafLink.
The appropriate order is marked as paid with the amount in LeafLink automatically.
Also, read: New and planned features of Dynamics 365 Business Central
What data flows does this integration support?
- Products (Business Central to LeafLink)
When Product details are updated in Business Central, the updated information is automatically pushed to LeafLink for the same Product based on the unique identifier, the SKU. Now, this updated data appears in LeafLink.
- Products (LeafLink to Business Central)
Within Business Central, there is an option for the user to pull the updated Products from Leaflink into Business Central upon the user clicking a button to trigger it. All Products will be updated accordingly.
- Orders (Business Central to LeafLink)
When an Orders details are updated in Business Central, the updated information is automatically pushed to LeafLink for that Order. Now, this updated data appears in LeafLink.
- Orders (LeafLink to Business Central)
Within Business Central, there is an option for the user to pull the updated Orders from Leaflink into Business Central upon the user clicking a button to trigger it. All Orders will be updated accordingly.
- Customers (Leaf Link to Business Central)
Exports all customers from LeafLink to Business Central and matches based on LeafLink’s internal customer ID. If the customer is not found in Business Central, then the customer will be created.
Watch the Video Tutorial of Dynamics 365 Business Central and LeafLink integration
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:
It will run automatically from BC to LeafLink, however, needs to be triggered from LeafLink to BC within the Business Central system.
Mentioned below are the benefits of Business Central and Leaflink Cannabis integration:
> Saves valuable time.
> Reduces overselling.
> Removes error-prone and eliminates the timely process of double-entry.
> Up-to-date information with robust reporting capabilities.
LeafLink is a comprehensive unified B2B cannabis platform, offering licensed cannabis businesses a set of tools to manage their business more efficiently, market or order from their preferred brands, while promoting development and growth.
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central is an all-in-one ERP business management solution that helps you connect your financials, sales, service, and operations to streamline business processes. Connect our team if you are interested in implementing Dynamics 366 business central in your business.
