Hi,
Thanks for the questions. Let me include responds to each:
1. a. What is the default functionality?
Answer: Yes, what you have described is the expected functionality and processes to follow. The order is created in Sales and submitted (to Financials). At this point, it becomes read-only and further processing occurs in Financials.
b. Once I create the SO in Financials, create the invoice etc., does it sync data to the coupled sales order and change the status to "fulfilled" or "completed"?
Answer: Yes. You would use the Microsoft Dynamics CRM Sales Order page in Financials to complete the creation of the order in the Financials product. The status of the original order in Sales will show In Progress. Further processing is done in Financials. When the Order is posted (invoiced), the status of the originating order in Sales will be updated from In Progress to Invoiced. And, a new Invoice with a Complete status will be created in Sales.
c. When I integrated the systems did it change the order entity in CRM?
Answer: Correct, the order entity was modified during the setup of the connection between Financials and Sales (CRM). It was at this time that the Submit button was added to the order entity.
2. I am stuck at the integration and looking for a work around as the integration is designed for B2B businesses (Account is the customer). There is no way that I can see to do B2C where the contact or individual is the customer to couple records. I hear that functionality is coming. In the mean time what is the work around.
Answer: You are correct that the synchronization between Sales (CRM) and Financials does not currently support the synchronization of Contacts in Sales with Customers in Financials. In order to use the "default functionality" described above, it would be necessary to use the Accounts in Sales instead of Contacts--or at least have the Account Name on the Contact - Summary page in Sales populated for each Contact in Sales which will be used on a Sales Order.
