In dynamics CRM 365 on-premise for some users when converting "salesorder" from a "quote" the status is coming up as "Submitted" instead of "New".. currently am running plugin which checks for the oncreate status .. if submitted changing the status to "New"
any tips why the salesorder getting created as "Submitted"..
thanks in advance
Note: Scribe to integrate with GP is installed
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I ran into this issue again, even though I knew my colleguea MichielVvd and I had solved in the past. My memory failed me, but I was able to find this post and the reply by my colleague :)
To reiterate, for any other lost soul that is looking for a solution this issue, is to set "user integration mode" to "no", on the same user you're using for the dynamics nav integration.
This field isn't visible on the default "User" form, but it is present on the default "Sales user" form. Or you can simply add it to the form yourself.
Oh, the wonders of the Internet :)
We had the same issue with but we have NAV integration installed.
We resolved this issue changing the value of the field "Integration user mode" (User entity) to "No". For some reason it was set to "Yes" for admin users when we set up the integration with NAV. After the value is changed, Sales Orders created by these users are no longer submitted automatically.
I hope this is also the solution for your problem.
Kind Regards,
Michiel
Couldn't find the solution so on running the plugin on create and changing the status
Alby,
Did you ever find the reason for this? I am running into the same thing on a clients system.
Forgot to mention Scribe GP is installed in the server
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