web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Sales Order Tax Does n...
Small and medium business | Business Central, N...
Answered

Sales Order Tax Does not Sync between Business Central and Dynamics CRM with OOTB Integration

(0) ShareShare
ReportReport
Posted on by MahGah 15,525

Hi 

Using BC-CE integration we can sync SO created in BC into CE without any issue. But the tax amount in BC SO does not sync to CE. If we invoice the same SO then tax amount sync to CE but not from SO.

Does anyone else has the same issue? If yes how did you resolve it? 

Thanks 

I have the same question (0)
  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels on at
    RE: Sales Order Tax Does not Sync between Business Central and Dynamics CRM with OOTB Integration

    Hello,

    Are you able to reproduce this issue in standard without any partner customization?

    Thank you.

  • MahGah Profile Picture
    MahGah 15,525 on at
    RE: Sales Order Tax Does not Sync between Business Central and Dynamics CRM with OOTB Integration

    Hi Marco Mels

    This is in in standard without any customization. You even can replicated it

    1) Turn on OOTB integration between CE and BC

    2) In BC create sales order with line that has tax

    3) Sync to CE and noticed no tax populated

    4) invoice the same SO then sync and see the tax.

  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels on at
    RE: Sales Order Tax Does not Sync between Business Central and Dynamics CRM with OOTB Integration

    Hello,

    You are of course right, but I think this is due to the way CE works. When I create the sales order from CE first, it does not take the tax information as well unless I manually specify it on the product line item. The tax field can be manually filled in with a value which update the Sales Order in CE.

    Not sure how this is supposed to work from CE perspective so I raised an internal ticket for the product group.   As soon as I have an answer, I will post it here. Feel free to raise a ticket to your partner or CSP if you want to be kept automatically updated based on service SLA, etc.

    Thank you.

  • MahGah Profile Picture
    MahGah 15,525 on at
    RE: Sales Order Tax Does not Sync between Business Central and Dynamics CRM with OOTB Integration

    Hi Marco Mels

    I truly appreciate you for taking time and testing this and opening ticket. I wait for the result if you do not mind.

    That was my suspicious as well. But my thought was if we can insert tax manually in CRM and in Field Mapping we push those info into CE then CE should show the tax.

    Thanks again

  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels on at
    RE: Sales Order Tax Does not Sync between Business Central and Dynamics CRM with OOTB Integration

    Hello MahGah,

    Based on the information provided and based on what came back from product group, I created an internal request for hot fix. The fix is included in version 21.0.53743.0.

    Hope that the fix will indeed do what it is supposed to do as I have not been able to look at it myself since it was created.

    Thank you.

  • Verified answer
    MahGah Profile Picture
    MahGah 15,525 on at
    RE: Sales Order Tax Does not Sync between Business Central and Dynamics CRM with OOTB Integration

    Hi Marco Mels

    You are amazing. Thank you so so much. I truly appreciate your effort here.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
Rishabh Kanaskar Profile Picture

Rishabh Kanaskar 4,202

#2
Nimsara Jayathilaka. Profile Picture

Nimsara Jayathilaka. 3,248

#3
Sumit Singh Profile Picture

Sumit Singh 2,893

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans