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Small and medium business | Business Central, N...
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BC + Dynamics 365 Sales

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Posted on by 10

Greetings,

I am struggling finding a good pipeline using Dynamics 365 Sales as a CRM, and BC for back office processing, billing etc.

I am interested in using Sales for Contacts, and Opportunities.
And the rest of BC features for Quotes, Bills etc.

I have set up the Synchronization using defaults, and did a full sync.
Records are syncing fine, more or less.

Next records created in Sales don't sync automagically.

Is there something i missed ?

Is it possible to use both products that way ?

Thanks for your kind answers.

  • Verified answer
    Marco Mels Profile Picture
    Microsoft Employee on at

    Hello,

    Did you uncheck synch only coupled records? This is enabled by default after full synch.

    Thanks.

  • MSPower0 Profile Picture
    10 on at

    Thank you Marco, i wasn't aware of the specifics and let the default settings.

    It is working way better now.

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