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

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Small and medium business | Business Central, N...
Suggested Answer

Linking a Job to a Sales Order and/or Sales Quote in Business Central

(0) ShareShare
ReportReport
Posted on by 30

Hello,

Has anyone found a way to successfully link a Sales Order and/or Sales Quote to a Job in Business Central? I can see it is possible to link a Job to a Purchase Order, Purchase Invoice, and a Sales Invoice - however, we need to link the Job to the initial interaction in the sales process.

Is this possible? If so, must it be developed via customisation?

Thank you!

I have the same question (0)
  • Suggested answer
    Marco Mels Profile Picture
    Microsoft Employee on at

    Hi,

    This functionality does indeed not exist in standard.

    Thanks.

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

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

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

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 2,005 Super User 2026 Season 1

#2
YUN ZHU Profile Picture

YUN ZHU 1,148 Super User 2026 Season 1

#3
Khushbu Rajvi. Profile Picture

Khushbu Rajvi. 557 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans