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.
1. Review the Microsoft Dynamics 365 Connection Setup in Business Central
- Go to Setup and Extensions > Microsoft Dynamics 365 Connection Setup in Business Central.
- Ensure that:
- The connection is active, and the integration has been properly validated.
- The synchronization filters and mapping are set up correctly for sales orders.
- The Enable Dynamics 365 Sales Integration toggle is turned on.
2. Verify User Permissions
Ensure that your user has the appropriate permissions in both Dynamics 365 Sales and Business Central:
- In Business Central, you need the correct permission set for accessing and managing Dynamics 365 Sales integration.
- In Dynamics 365 Sales, ensure your user role allows you to interact with Business Central (e.g., the "System Administrator" role typically has all required permissions).
3. Check the "Sales Orders - Dynamics 365 for Sales" Page
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:
- Ensure that you are accessing the Sales Orders - Dynamics 365 for Sales list (not the standard Sales Orders list).
- Navigate to Business Central > Sales > Sales Orders - Dynamics 365 for Sales to find the page. This list is specifically designed for orders imported from Dynamics 365 Sales.
- If you still don't see it, check for customization or extensions that might have altered the page.
4. Role Center Setup
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:
- Go to My Settings in Business Central.
- Change the Role Center to a more sales-focused one.
5. Ensure the Integration Synchronization Process is Working
The synchronization process needs to correctly import sales orders from Dynamics 365 Sales to the staging area in Business Central:
- Submitted orders in Dynamics 365 Sales are transferred to Business Central via a background synchronization job.
- These imported orders appear in the Sales Orders - Dynamics 365 for Sales list.
If orders are not appearing in this list, troubleshoot the synchronization:
- In Business Central, check Job Queue Entries to ensure the synchronization job is running without errors.
- If the job is failing, open the Job Queue Log Entries for details on errors.
- Test the connection in Microsoft Dynamics 365 Connection Setup.
6. Manually Trigger Synchronization
To ensure the manual synchronization process works:
- In Dynamics 365 Sales, ensure the sales order has a status that allows it to be transferred (e.g., Submitted).
- In Business Central, open the Sales Orders - Dynamics 365 for Sales page and confirm if the order appears there.
- If the "Create in Business Central" button is still missing, check for missing configurations or errors in the synchronization setup.
7. Check the "Automatically Create Sales Orders" Setting
If you still cannot find the button, consider the following:
- When "Automatically Create Sales Orders" is enabled, orders are automatically converted to sales orders in Business Central without manual intervention. In such cases, there may not be a need for the "Create in Business Central" button since the automation bypasses this manual step.
- To test if this setting impacts the button's visibility:
- Temporarily disable the "Automatically Create Sales Orders" option in Microsoft Dynamics 365 Connection Setup.
- Check if the "Create in Business Central" action appears on the Sales Orders - Dynamics 365 for Sales page.
Summary of Action Steps:
- Confirm the Sales Orders - Dynamics 365 for Sales page is accessible.
- Verify the integration setup and that the synchronization is working.
- Ensure the Automatically Create Sales Orders setting is properly configured.
- Test whether toggling the automatic setting impacts button visibility.
- Check for user permissions and the selected Role Center.
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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