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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Synchronise button in BC
Small and medium business | Business Central, N...
Suggested Answer

Synchronise button in BC

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Posted on by Nina_01 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? 
I have the same question (0)
  • Suggested answer
    Renato Fajdiga Profile Picture
    Renato Fajdiga 1,855 on at
    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
  • Judy Profile Picture
    Judy Microsoft Employee on at
    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
     
  • Nina_01 Profile Picture
    Nina_01 17 on at
    Hi @Judy is this the same?
    ​​​​​​​

  • Judy Profile Picture
    Judy Microsoft Employee on at
    Thanks for your reply. Yes, I think so.
     
  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,794 Moderator on at
    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

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