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Hello, I'm having a hard time understanding the D365 integration. We already set up everything on both sides and we are able to bring the sales orders from CRM to the Sales Orders - Microsoft Dynamics 365 Integration table. After that we created it manually from the 'Create in Business Central' Action in the ribbon and it's all good, however I just have a couple questions:
1. After creating the order manually in BC, when we change a price for an Item in the lines should it synchronize automatically with the order submitted in D365? I'm wondering because we change some info in the order in BC and the changes weren't being reflected in CRM.
2. We activated the option that says "Automatically Create Sales Orders" in the Microsoft D365 Connection Setup but the orders are still being created in the Sales Orders - Microsoft Dynamics 365 Integration table and not into BC Sales Header. I'm asking to see if this is the right way to go about this.
Thank you all for taking the time to read this.
Any help is welcome.
Hello,
Here is the documentation specific to Sales Order synch. Only header data is synched back to Sales from BC I believe.
docs.microsoft.com/.../marketing-integrate-dynamicscrm
If you have the option for them to be automatically created, then they should automatically get created. There are various reasons why this might not be working. I would review the Job queue for errors.
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