Skip to main content

Notifications

Small and medium business | Business Central, N...
Suggested answer

Synchronise button in BC

Posted on by 17
Hi all,
 
 I notice that in Customer, there is a Synchronize button, to sync back to Account in CRM:
 
//
 
I wonder how can I make the synchronize button available in Posted Sales Invoice? 
  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,063 Super User 2024 Season 1 on at
    Synchronise button in BC
    Hi,
     
    use "Integration Table mapping" page and try to sync posted data to CRM.
     
    See if its fullfull your requirements but before that check if you have mapped the Sync correctly.
     
    Thanks
    Nitin
  • Judy Profile Picture
    Judy Microsoft Employee on at
    Synchronise button in BC
    Thanks for your reply. Yes, I think so.
     
  • Nina_01 Profile Picture
    Nina_01 17 on at
    Synchronise button in BC
    Hi @Judy is this the same?
    ​​​​​​​

  • Judy Profile Picture
    Judy Microsoft Employee on at
    Synchronise button in BC
    Hi, you can click the "create Invoice in dynamics 365 sales" button to synchronize the Posted Sales Invoice to the CRM side.


    Best Regards,
    Judy
     
  • Suggested answer
    Renato Fajdiga Profile Picture
    Renato Fajdiga 1,849 on at
    Synchronise button in BC
    Hi,
     
    have you complete setup in Microsoft Dynamics 365 Connection Setup?
    I will check that page and then Mapping -> Integration Table Mappings to see if there are records for posted sales invoices
     
    Then on Posted Sales Invoice you should have a button related to Synchronization

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,900 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,275 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans