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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Dynamics Sales (CRM) I...
Small and medium business | Business Central, N...
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Dynamics Sales (CRM) Integration - Quote open in Business Central from action button

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Posted on by Samantha73 3,201

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

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  • Verified answer
    Marco Mels Profile Picture
    Marco Mels on at
    RE: Dynamics Sales (CRM) Integration - Quote open in Business Central from action button

    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.

  • JW-08051511-0 Profile Picture
    JW-08051511-0 3 on at
    Dynamics Sales (CRM) Integration - Quote open in Business Central from action button
    I have a similar problem, except when I go to the Sales Quotes - Microsoft Dynamics 365 Sales page, I don't see any quotes listed. So for now, we activate the quote and, in Sales Orders, submit the order to couple it to Business Central. Do you know why my activated quotes are not listed in the Sales Quotes - Microsoft Dynamics 365 Sales page?​​​​​​​
    Thanks!
    Jackie Wade
  • Michael G Ferreira Profile Picture
    Michael G Ferreira 12 on at
    Dynamics Sales (CRM) Integration - Quote open in Business Central from action button
    Having similar / same issues.
     
    All data except quotes will sync between CRM and BC.
     
    When I create Quote then Activate in CRM Nothing comes over.  i.e. I can't see any Sales Quotes or Sales Quotes - Microsoft Dynamics 365 Sales.
     
    Any further details on how to resolve?

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