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Connections Between Opportunity Cards and Purchasing in Business Central

Jun Wang Profile Picture Jun Wang 4,078 Super User

Connections Between Opportunity Cards and Purchasing in Business Central

In the realm of Microsoft Dynamics 365 Business Central, the intertwining of various business functions can often lead to a more streamlined and efficient workflow. One question that frequently arises is whether it's possible to directly link the Opportunity Card, a feature rich in sales and CRM potential, to the purchasing side of the business. Let's delve into the possibilities and explore some alternative approaches.

 Understanding the Opportunity Card

The Opportunity Card in Business Central is a tool designed for the sales department, helping teams track and manage sales opportunities, engage with contacts, and navigate through the sales pipeline. It’s inherently tailored for activities related to sales, such as managing quotes, sales orders, and customer invoices.

 The Quest for Integration

Typically, the system doesn’t provide a built-in feature to directly associate the Opportunity Card with purchase activities like creating purchase orders or handling purchase invoices. This is primarily because the conceptual design of opportunities is aligned more with sales processes rather than procurement.

However, businesses often seek to create a holistic view of their operations, and finding a pathway to link these two disparate areas can be beneficial. Here’s how you can approach this without delving into deep customization:

 1. Notes or Attachments

Leverage the built-in features like notes or attachments on the Opportunity Card to manually note down related purchase information. It’s a straightforward method to keep purchase details at your fingertips, although it doesn’t link data at a database level.

 2. User-Defined Links

If your setup allows, you can use user-defined links to manually associate the Opportunity Card with specific purchase documents. This method is more about organizational convenience and doesn’t establish a backend relationship between the entities.

 3. Exploring Light Customization

For those open to minimal customization, Business Central’s workflows might offer a solution. Creating a simple workflow that associates opportunities with purchase documents can bridge the gap, albeit with some level of system modification.

 4. Considering Third-Party Solutions

Sometimes, the solution lies outside the standard offerings. Exploring third-party apps or extensions available on Microsoft AppSource could unveil tools specifically designed to integrate CRM functionalities with purchasing processes.

 Final Thoughts

While the direct linkage of Opportunity Cards to the purchasing side isn’t a standard out-of-the-box feature, the flexibility of Business Central allows for creative approaches to meet your business needs. It’s always recommended to consider any system modifications or integrations carefully and ensure they are tested thoroughly to maintain the integrity and efficiency of your business operations.

In conclusion, whether you choose to stick with the standard capabilities or explore customization, the goal is to enhance your operational efficiency and make the most of what Business Central has to offer. For those requiring a bespoke solution, consulting with a Business Central partner or expert could pave the way to a tailored and effective integration.