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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Dynamics 365 Sales-Bus...
Small and medium business | Business Central, N...
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Dynamics 365 Sales-Business Central Integration. Sales Orders in BC keep or delete/archive

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Posted on by RS-29111649-0 1
Hi, 
 
We are doing CRM Sales-BC integration.  Our company has had the practice of archiving and deleting Sales orders from BC.  The argument is that it was "cluttering" the front page or view of sales orders. 
A few concerns pop-up and am looking for community input/angles on this.
 
1 - BC has views, bookmarks and defaults that can land a user on only open sales orders.  The argument of clutter is not there anymore.   Sales uses views to accomplish the same.
2 - The CRM Sales Order and the BC Sales Order coupling will be "broken" on deleting of the BC sales order.   Doesn't seem to break the CRM side, just that it's the end of the relationship ;)
3 - Why would BC Sales Orders want to be deleted ? value?   In my CRM Sales "thinking", a sales order is an integral part of the 360 degree view of the a customer.  
 
Thanks for any insight and opinion.
 
JR
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Business Central
  • Imran K Profile Picture
    Imran K 11 on at
    Dynamics 365 Sales-Business Central Integration. Sales Orders in BC keep or delete/archive
    I have a comprehensive experience with BC and CRM integration. We customised it a lot and fiddled with standard integration (based on requirements from customer) this caused several issues. I wouldn’t recommend you to play with standard integration, more you keep it standard , better it is. 
  • Ramesh Kumar Profile Picture
    Ramesh Kumar 144 on at
    Dynamics 365 Sales-Business Central Integration. Sales Orders in BC keep or delete/archive
    If you prefer not to delete or archive the sales order, you can stop Job Queue 216, which runs in the background. However, I wouldn’t recommend this as it could slow down the system over time. A better approach might be to customize the process to delay the sales order for a specific time frame.
     
    Support this idea & give upvote! : Copilot for Planning Worksheet Check it out here: https://experience.dynamics.com/ideas/idea/?ideaid=a91ddcc7-f3ad-ef11-95f5-0022485288a6 

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