Hi All
After synching (coupling) Dataverse entities like Accounts and contacts to Business Central, you can open the coupled record (Customer) directly in Business Central by invoking an action button from Dynamics 365 Sales App (same works from BC to Sales via an action button in BC). However I could not find a way to open coupled sales quotes or orders and wondering if I have overlooked standard functions linking the two systems. Perhaps a customisation can achieve if it's possible
Hello,
In BC there is a page called Sales Quotes - Microsoft Dynamics 365 Sales. The created quote in CRM will be shown there.
From that page you can navigate to the sales orders. If there are many sales quotes, you can hide them, etc.
Hope this helps already?
Thanks.
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