Integration of Opportunity Attachments with Business Central via Rapidi

This document outlines the process of transferring files attached to opportunities from Salesforce to Microsoft Dynamics 365 Business Central, associating those files with corresponding sales orders. 

Use Case Description


In this scenario, files that are uploaded and attached to opportunities within Salesforce and they need to be transferred to Business Central. These files are associated with the sales orders created from the Salesforce opportunities. The key benefit of this integration is to ensure that all relevant documents related to sales processes are available in Business Central for easy access and reference, streamlining business workflows.

Workflow Steps:


  • Attachment Upload on Opportunity:

Users attach files (e.g., contracts, invoices, quotations) to an opportunity in Salesforce.

  • Trigger for Integration:

As soon as the files/attachments need to be transferred to Business Central, the user will check the checkbox field Document_Sent_to_BC__c and the integration process is triggered to transfer the attachments.

  • File Transfer via Rapidi:

Rapidi fetches the attachments from Salesforce associated with the opportunity and transfers them to Business Central via the below mapping: 






































  • Attachment Association:

The attached files are automatically associated with the newly created sales order in Business Central. This can include documents like customer agreements, order forms, and product specifications. As soon as the attachment/file is associated with the sales order, the date and time of the update is written back to Salesforce into the field called Transferred_to_BC_c ( it provides the customer with a confirmation that the attachment has been successfully transferred).

  • File Accessibility in Business Central:

Users in Business Central can now access the attached files directly from the sales order, ensuring that all relevant documents are in one place and easily accessible for processing, customer service, and auditing.