web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Dataverse - Sales Invo...
Small and medium business | Business Central, N...
Suggested Answer

Dataverse - Sales Invoice Integration

(0) ShareShare
ReportReport
Posted on by rcboiler 1,202

We have been successful in integrating a Dynamics Field Service sales invoice to a BC sales invoice via the dataverse but we cannot get the line items to sync.  We have tried different mappings but they typically result in either a "records already coupled" message or that they line record cannot find the sales header invoice record (and it does exist).  Does anyone have a dataverse configuration for integrating the CRM Invoicedetal to the BC Sales Lines?

I have the same question (0)
  • Suggested answer
    Manan_Shah Profile Picture
    Manan_Shah 1,459 on at

    Hi,

    I suggest you have check weather your Sales Line Job Queue runs first or Sales Header Job Queue runs first. As you mention about error Sales header does not exit possible in this case system pulled lines but Sales Header didn't pulled or might be it's not created. 

    I suggest please contact to your development partner and for Sales Line purpose you have to do some customisation.

    In my suggestion, You have to create customised table for sales line. So BC pulled data of sale line from CRM but it's park in custom table, Then BC will validate those data information and match the Document no. with Sales Header. If Sales Header created then system manually process the Data inside the BC and Sales Invoice successfully created with Sales Header & Sales Line. 

    Hope this will help.

    Many Thanks,
    Manan

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 95,329 Super User 2025 Season 2 on at

    Hi, I agree with Manan, this should require customization. Hope the following will helps.

    https://yzhums.com/17065/

    https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/administration/administration-custom-cds-integration

    Thanks.

    ZHU

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,698 Moderator on at

    Hi,

    If you are facing difficulties to sync Items and go with the description below.

    CAUSE\SOLUTION:

    There are some limitations with enabling this feature in an existing environment, as outlined at the following documentation:

    nam02.safelinks.protection.outlook.com/

    Specifically, the following points and steps:

    • New mappings are created for items and resources.

    • Existing mappings are deleted.

    • A data upgrade creates unit groups for items and resources.

    • Dynamics 365 Sales does not allow you to change a unit group for a product. Therefore, you must retire your products and uncouple the items and resources, and then synchronize by creating new products in Dynamics 365 Sales.

    • To use the new mappings, you must synchronize unit groups, item unit of measure, and resource unit of measures. You must also resynchronize items and resources.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 3,226

#2
Jainam M. Kothari Profile Picture

Jainam M. Kothari 2,047 Super User 2025 Season 2

#3
YUN ZHU Profile Picture

YUN ZHU 1,257 Super User 2025 Season 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans