News and Announcements icon

Dynamics 365 CommunityForums Business Central forum Synchronise button in BC

Business Central forum

Suggested answer

Synchronise button in BC

(1) Share

Report

Report

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?

Categories:

Integration with Dynamics 365 products

All responses Img

All responses (5)

Answers Img

Answers (0)

Suggested answer

Nitin Verma 20,991 Super User on at

Like (0)

Report

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 Microsoft Employee on at

Like (0)

Report

Synchronise button in BC

Thanks for your reply. Yes, I think so.
Nina_01 17 on at

Like (1)

Report

Synchronise button in BC

Hi @Judy is this the same?
Judy Microsoft Employee on at

Like (0)

Report

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 1,849 on at

Like (0)

Report

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

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 288,584 Super User

#2

Martin Dráb 225,864 Super User

#3

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans