Synchronize Salesforce Accounts with Dynamics 365 Accounts > Introduction to Synchronize Salesforce Accounts with Dynamics 365 Accounts recipe > Prerequisites for using the recipe
  

Prerequisites for using the recipe

To synchronize Salesforce accounts with Dynamics 365 accounts, the following prerequisites must be met:

Creating a custom field in the Salesforce account entity

To create a custom field in the Salesforce account entity, perform the following steps:
  1. 1Log in to the Salesforce organization.
  2. 2Go to Setup > Build > Customize > Accounts > Fields, and then click New.
    3. The following image shows the New button on the Accounts Fields page:
    The image shows the New button on the Accounts Fields page.
  3. 3In the Field Label field, enter the Dynamics_ID value and save the custom field.
    4. The following image shows the New Custom Field page:
    The image shows the New Custom Field page.

Creating a custom field in the Dynamics 365 account entity

To create a custom field in the Dynamics 365 account entity, perform the following steps:
  1. 1Log in to the Dynamics 365 organization.
  2. 2Go to Settings > Advanced Settings.
    3. The following image shows the Advanced Settings option on the Dynamics 365 page:
    The image shows the Advanced Settings option on the Dynamics 365 page.
  3. 3Click Customizations on the Settings page.
    4. The following image shows the Customizations option on the Settings page:
    The image shows the Customizations option on the Settings page.
  4. 4Click Customize the System.
    5. The following image shows the Customize the System option on the Customization page:
    The image shows the Customize the System on the Customization page.
  5. 5Go to Components > Entities > Account > Fields, and then click New.
    6. The following image shows the New button on the Account Fields page:
    The image shows the New button on the Account Fields page.
  6. 6In the Display Name field, enter the salesforceid value and click Save and Close.
    7. The following image shows the New for Account page:
    The image shows the New for Account page.