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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Link Sales and Project...
Small and medium business | Business Central, N...
Suggested Answer

Link Sales and Projects in BC

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Posted on by Sub Mint 176

It seems strange that there is no direct link to create Projects from Sales in BC. After all, in many instances the only way to fulfill a customer request might be to create a project when there is some process involved to get a product ready for a client before it can be fulfilled.

Has anybody used any apps or developed customisations to create the interface and how they went about it.

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Dynamics 365 Business Central
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  • Suggested answer
    Teagen Boll Profile Picture
    Teagen Boll 3,620 Super User 2026 Season 2 on at

    Projects are meant to act as a replacement for the sales module in BC. You can take a project from a draft/quote stage to an active project and then the link to the sales module is when sales invoices are created from the planning lines.

     

    Otherwise, they are completely separate modules. You could perform a customization to link the Business Central CRM module to Projects or even Sales Quotes to projects. I've done that for some clients in the past. Or you could explore app source and see if there is an app that meets your needs.

     

    Best,

     

    Teagen Boll, CPA

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