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Small and medium business | Business Central, N...
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The record is not open error when importing some quotes from Dynamics 365 Sales CRM into BC

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Posted on by 42
Since a recent BC update, I think v26.5, we've been getting an issue when importing certain quotes from Dynamics 365 Sales CRM into Business Central.
 
This might happen for one quote, but then work for the next for the same user. The products on the quote and the customer record are coupled and sync of those coupled records works without an error. The customer in question in BC is set to Blocked=Blank (not set).
 
In this case, the original quote in CRM was imported into BC without an issue, but changes were needed so it had to be deleted. When the quote was revised in CRM, the subsequent BC import failed with the following: "The record is not open".
 
Error message: 
The record is not open.
<SNIP>
AL call stack: 
"CRM Quote to Sales Quote"(CodeUnit 5348).GetSalesHeaderByRecordId line 4 - Base Application by Microsoft version 26.5.38752.41642
"CRM Quote to Sales Quote"(CodeUnit 5348).ProcessActiveQuote line 20 - Base Application by Microsoft version 26.5.38752.41642
"CRM Quote to Sales Quote"(CodeUnit 5348).ProcessInNAV line 10 - Base Application by Microsoft version 26.5.38752.41642
"CRM Sales Quote List"(Page 5351)."ProcesseInNAV - OnAction"(Trigger) line 13 - Base Application by Microsoft version 26.5.38752.41642
 
Is anyone else encountering this and knows of a sensible workaround? The quote is Active.
 
I'm assume there is some underlying data issue or maybe it's a bug introduced into BC in the recent update, but I am struggling to spot what it might be.
I have the same question (0)
  • Tom_Gioielli Profile Picture
    3,084 Super User 2026 Season 1 on at
    Moved this to the BC forums, as I think you'll have better luck getting a response from someone familiar with the issue.
  • Suggested answer
    YUN ZHU Profile Picture
    99,055 Super User 2026 Season 1 on at
    Why delete it? Can't you update it in CRM and then sync the changes to BC?
    Hope the following can give you some hints.
     
    Thanks.
    ZHU
  • Suggested answer
    OussamaSabbouh Profile Picture
    12,766 Super User 2026 Season 1 on at
    Hello,
     
    Workaround
    Uncouple the quote in Sales Quotes – Dynamics 365 Sales.
    Re-couple or re-process it to create a fresh BC quote.
    Run Full Synchronization for quotes and quote lines in Integration Table Mappings.
    Clear any Integration Synch. Job Errors and try again.
    This usually resolves the issue until Microsoft patches the integration logic.
     
    Regards,
    Oussama Sabbouh
  • Jim FA Profile Picture
    42 on at
    Thanks for the suggestions, folks. Thanks @tom for suggesting the BC forum.
     
    My understanding of the Dynamics 365 Sales CRM > Business Central Quote integration is that it is one-way and does not allow further sync, at least in our system that seems to be the case.
     
    The Business Central "Sales Quote" card does not have the typical "Synchronize" menu options. I don't see a way to uncouple imported quotes.

    Likewise, there are no integration tables for Quote entity in BC as there are for Products <> Items, Sales Order, Sales Invoice, etc.
     
    In terms of why someone would delete the quote in BC - the system doesn't forbid this and there is no visible way to resync the quote from CRM into BC after changes are made to the quote in CRM. So the users might understandably delete them. We could take away the permission, but previously I understand this to have worked OK - someone could delete a BC quote imported from CRM, then reimport afterwards as required. So it seems like this is a recent issue arising from patch to BC v26.5
     
    Further investigation seems to hint that:
    1. It only seems to break when the CRM quote has a revision code > 0. In this scenario, CRM closes the original quote and creates a copy with incremented revision # in draft status to allow editing. The user then "activates" the quote, which makes it visible to BC. Even when someone has not previously imported and deleted in BC, if a quote in CRM has been revised then it seems it cannot be imported as it experiences the same error.
    2. Non-revised quotes import fine for the same customer and user where the error manifested previously.
     
    The workaround at the moment is to create a brand new quote instead of a revision, but this is obviously not a good long term solution.
     
    I have checked the integration setup in BC as well as Dynamics 365 Sales CRM app versions - all are latest and test connection OK. The other integration works as expected and we have no issues with quotes that have no revision ID.
     
    Interestingly, in the import details in BC, the close date of the quote shows from a prior revision. So I am wondering if the filtering BC uses to pull the data from CRM/dataverse is not correctly isolating the quote entry and this is where it is falling over. I've engaged with our consulting partner/reseller but was hoping to gain more info on whether this is a known issue.

    Thanks again for ideas and suggestions.
  • Suggested answer
    Jainam M. Kothari Profile Picture
    15,732 Super User 2026 Season 1 on at
    Hello,
     
    The best workaround is to clear the old coupling in Integration Table Mappings or Coupled Records before re-importing, or create a new quote in CRM with a fresh record ID.
  • Jim FA Profile Picture
    42 on at
    Unfortunately for quotes there are not entries in the Integration Table Mappings or Couplings defined like with other records.
  • Suggested answer
    Pallavi Phade Profile Picture
    5,420 Super User 2026 Season 1 on at
    Namaste @Jim FA
     
    Can you check status field in BCE once you import from CRM . 
     
     
     
    If its not open then it will not allow to modify any record 
     
    I also not see any Stanard Integration table mappings for Quote or any field mapping done in standard or Coupling setup
     
     
     
    Regards
    Pallavi Phade

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