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Dynamics 365 CommunityForums Microsoft Dynamics 365 | Integration, Dataverse... Quote to cash

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Quote to cash

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Posted on by ES-24091418-0

9

Good Moring

Our company is currently using D35 CE to create a opportunity and then we take the opportunity and push is though to F&O to create a quote and then sales order.

Is it possible to create the quote in CE and then push that quote to D365 to Sales order in F&O

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Haig Liu Microsoft Employee on at

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Hi,

First, we need to integrate Dynamic 365 CRM with F&O.

https://www.encorebusiness.com/blog/integration-best-practices-dynamics-365-crm-to-finance-operations/

Once they are bi-directional data synchronization, we can convert sales quotes into sales orders.

https://www.solsyst.com/post/2016/09/02/converting-a-sales-quote-into-a-sales-order-in-dynamics-365-for-financials-project-madeir

I hope this helps, but please let me know if you need anything else or if you have any other questions.
thanks,
Haig Liu

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