Create sales invoice automatically in BC when sales order is submitted in CRM

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Posted on by Revathi.T

Hi,

Currently working on BC-CRM Integration. Completed configuration and synched master and transactional data. Now can able to create sales order in CRM and push to BC. In BC can able to create invoice for that sales order and send it back to CRM.

But my client requirement is like, I have sales order with multiple sales lines with different intervals of time to send as invoice for each sales line. If I click submit in CRM sales order, then without manual intervention, sales invoice should be created for that sales order with multiple sales lines and send as pdf to customer automatically. Is it possible to do in BC? If so, Please guide me to do the above requirement.

Is any way to achieve the above task through /Recurring sales Line/ or /Job Queues/ in BC?

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Dynamics 365 Business Central

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