Sana Integrated with Dynamics 365 for Financials

Install Sana inside Dynamics 365 for Financials

Microsoft is working on the next generation of their business solution called Microsoft Dynamics 365 for Financials. It is aimed to bring deployment of Microsoft business software and integration with the third-party solutions to the next level. Microsoft Dynamics 365 for Financials is a public cloud service (Software as a Service) running on Microsoft Azure.

For more information, see 'Microsoft Dynamics 365 for Financials' on the Microsoft web site.

Want to try Sana integrated with Microsoft Dynamics 365 for Financials?

Step 1: Install the Sana Commerce extension inside Microsoft Dynamics 365 for Financials.

Step 2: Go to 'Online store for Microsoft Dynamics 365 for Financials' on the Sana web site and register by filling out the form.

Step 3: In Microsoft Dynamics 365 for Financials open the Startup Wizard. Follow the steps of the wizard to set up the Sana web store.

For more information, see 'Sana Commerce Startup Wizard'.

Step 4: Wait for a Sana employee to contact you. One of the Sana employees will contact you and provide the credentials to access the Sana web store.

Step 5: When you have all the necessary information you can access the Sana Admin and web store.

Step 6: In Sana Admin click: Tools > ERP connection. In the Default connection area enter the necessary settings to establish connection between Sana and Microsoft Dynamics 365 for Financials.

Step 7: Click Test connection, to check whether the connection between Sana and Microsoft Dynamics 365 for Financials is established.

Now the Sana web store is connected to Microsoft Dynamics 365 for Financials and you can try it out.

Get started with the Sana web store integrated with Microsoft Dynamics 365 for Financials:

1. Use the 'Getting Started' guide to get to know about Sana Commerce.
2. Read the Sana User Guide to learn about Sana Commerce features and tools and how to configure them.
3. Refer to the Sana User Manual for Microsoft Dynamics NAV for in-depth information about the core settings which you need to configuration in Microsoft Dynamics 365 for Financials and master data management.