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Hi everyone,
I have an integration between Dynamics 365 sales and Business central. In Sales, on the account and contact form I have the option to Open the record in Business Central which manually synchronize the records. However, on the order form in Sales I am missing such button. I have a job queue that synchronize the records but in the Microsoft documentation I see the following statement:
Sales orders that people submit in Dynamics 365 Sales transfer to Business Central if you select the Automatically Create Sales Orders checkbox on the Microsoft Dynamics 365 Connection Setup page. - I have selected this
Alternatively, you can manually convert submitted sales orders from Dynamics 365 Sales by using the Create in Business Central action on the Sales Orders - Dynamics 365 for Sales page. - I don't see the button.
My question is: is this button only available if Automatically Create Sales Orders - is set to No, or there is some setting which I have to do in order to make it visible?
Thank in advance for your help.
The "Create in Business Central" action/button for manually synchronizing sales orders from Dynamics 365 Sales to Business Central is not dependent on whether the "Automatically Create Sales Orders" checkbox is selected or not. Instead, its availability depends on the proper setup and configuration of the integration.
Ensure that your user has the appropriate permissions in both Dynamics 365 Sales and Business Central:
The "Create in Business Central" action should appear on the Sales Orders - Dynamics 365 for Sales page in Business Central. If it's missing, follow these steps:
The "Create in Business Central" action might not appear if you're using a Role Center in Business Central that doesn't include the relevant actions. Try switching to a Role Center such as Sales Order Processor or Business Manager:
The synchronization process needs to correctly import sales orders from Dynamics 365 Sales to the staging area in Business Central:
If orders are not appearing in this list, troubleshoot the synchronization:
To ensure the manual synchronization process works:
If you still cannot find the button, consider the following:
If none of the above resolves your issue, it could be a problem with a specific customization or extension. In that case, consider contacting your system administrator or Microsoft support.
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