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Small and medium business | Business Central, N...
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CRM TO BC SALES ORDER INTEGRATION

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The requirement goes like when i create a sales order in crm it should create a sales order in bc .So for implementing this requirement we used the sales order - order job queue as attached in the screenshot ….and when a sales order was created the record got created in the sales quote and people will have to manually click make order to move the sales quote to an order..also ec=ven though the sales quote is created non of the data gets mapped into bc only teh order no is getting mapped why i sthat so … ihave lso shared the field mapping screenshot for ur refrence

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  • Subra Profile Picture
    1,898 on at
    Please move this question into correct forum. So that community members can help you on that.
  • Mansi Soni Profile Picture
    10,287 Super User 2026 Season 1 on at

    Moved from Dynamics 365 General forum to Business Central forum for better reach.

  • Suggested answer
    Mansi Soni Profile Picture
    10,287 Super User 2026 Season 1 on at

    Hello @QN-03080613-0 ,

    Have you checked that on Dynamics 365 Sales Integration Setup we have toggle of Automatically Create Sales Order? Is this toggle enabled in your setup?

    Hope this will help you!

    Regards,
    Mansi Soni

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