Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

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

Synchronise button in BC

(1) ShareShare
ReportReport
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
    21,452 Moderator 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
    Microsoft Employee on at
    Synchronise button in BC
    Thanks for your reply. Yes, I think so.
     
  • Nina_01 Profile Picture
    17 on at
    Synchronise button in BC
    Hi @Judy is this the same?
    ​​​​​​​

  • Judy Profile Picture
    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
    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

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 293,209 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,923 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans