Skip to main content

Notifications

Announcements

No record found.

Business Central forum
Answered

Dynamic 365 Sales Module integration with Business Central

Posted on by

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.

  • Verified answer
    Judy Profile Picture
    Judy Microsoft Employee on at
    Dynamic 365 Sales Module integration with Business Central
    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

Helpful resources

Quick Links

Dynamics 365 Community Update – Sep 9th

Welcome to the next edition of the Community Platform Update. This is a weekly…

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,339 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,177 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans