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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Dynamic 365 Sales Modu...
Small and medium business | Business Central, N...
Answered

Dynamic 365 Sales Module integration with Business Central

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Posted on by BB-27040906-0

Hello everyone,

Is it possible to display quotes from Business Central into CRM using the standard method (without Power Automate) when integrating the sales module with Business Central? Please note that any new quotes created in Business Central should be visible in the Dynamics 365 Sales module.

Thank you.

Categories:
Dynamics 365 Business Central
  • Verified answer
    Judy Profile Picture
    Judy Microsoft Employee on at
    Hi Bandana,
     
    It is not possible to create a sales quote from Business Central and sync it to CRM with OOB feature.
    The system only imports a Sales Quotation from Dynamics Sales into Business Central.
    It is highly recommended that you can create this idea in Idea portal and the Product team will evaluate it. The more votes an idea receives, the more likely it is to be included for a future release.
    The Ideas portal link:
     
    Best Regards,
    Judy

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