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New to BC, need help with integrations that aren't working

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Posted on by AK3800

I am trying to set up the integrations between CRM and Business Central and I'm having trouble with a couple items.

First is that orders don't seem to be creating in Business Central when I submit the order in CRM (issopintegrationenabled is set to Yes). So far I've set up BC and both the CDS and D365 connections are enabled and connected, and I did a full synch. Are there some other config settings I need to set up so that CRM knows to send the order to BC?

Second is that I can't find detailed documentation describing how the integrations work, when the data synchs. Will new records created in BC automatically synch to CRM? For example, I created a new Unit of Measure in BC and it did not synch to CRM. I made sure the job for UoM was on in BC but the data didn't show in CRM until I did a full synch. Is this always going to be necessary or can I expect that data to synch automatically?

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Marco Mels on at

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Hello,

In Integration Table Mapping there is an option that is enabled after full synch to only synch already coupled records. So new records will not synch unless you disable that option.

Thanks.

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AK3800 72 on at

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Thanks for the help, that took care of most of it. I was able to make the change and confirm that worked for accounts, contacts, and UoM in my testing. The only thing that still seems to be not quite right is the Sales Order integration. I was able to create manually create orders in CRM (directly created, not from a quote) and those were sent over to BC. However orders that originated from a quote in CRM did not show up in BC when I submitted the orders.

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Marco Mels on at

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Hello,

Interesting, I will setup a small repro scenario in our internal labs and then come back to you.

Thanks.

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Marco Mels on at

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Hello,

I did promise I would come back to you with an update. First I did setup CDS Integration, performed a full synch and unchecked the synch only coupled records. After that I did setup Sales Integration and I did again a full synch.

In between synchs I created a few contacts of company type and person type and created these as customers. They did all synch either via a manual copying and via synchronize modified records.

Results are like this:

After that, I did create a sales order in Sales. After submitting the order, it showed up in Sales Orders - Microsoft Dynamics 365 for Sales. What did not work right now is the automatic creation of the sales order. I will look into that as well if time permits. Via Create in Business Central, the Sales Order was created in BC.

Next step was to create a sales quote first in Sales and then create an order of the sales quote. After submitting the order, it did show up again in BC (Sales Orders - Microsoft Dynamics 365 for Sales):

That said, the scenario cannot be reproduced. It should work (at least in V170). What release of BC are you working with? Maybe you find somethin in your setup that is off, but you can also raise this to Microsoft support via your CSP / Partner.

Thanks.

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