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Dynamics 365 CommunityForums Small and medium business | Business Central, N... Synchronise button in BC

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

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Synchronise button in BC

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Posted on by Nina_01

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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?

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Renato Fajdiga 1,853 on at

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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

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Judy Microsoft Employee on at

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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

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Nina_01 17 on at

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Hi @Judy is this the same?

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Judy Microsoft Employee on at

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Thanks for your reply. Yes, I think so.

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Nitin Verma 21,708 Moderator on at

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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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