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Small and medium business | Business Central, N...

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Accounting Items from CRM Requiring BC Approval - Leading to Complications

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Posted on by SharalynCheney

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Hi! We send information from CRM to Business Central and also have a manual entry in Business Central. When we turn on approvals for our clients, it requires approval of all the items from CRM as well as the items that were entered into BC. This led to hours and hours of manual processing at month-end for one of our clients, so we turned approvals off.

I have researched high and low, and am hoping someone has a solution here. Please let me know if you need more information.

Thanks!

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IB-29041624-0 1,191 Moderator on at

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You can apply a template to the items coming from the CRM system. In that way you can make sure that the items has a valid setup and are defaulted with the minimum information required. Have you explored that option?

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