CRM Write In Products

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Posted on by Jonas Vachal

Is it possible to leverage write-in products from CRM in Financials?

Use case:

Oppty, Quote and Order are all created in CRM. A write in product for "shipping" is added and priced respectively for said order.

Our conceptual workflow is once the "submit order" process starts in CRM our procurement department creates a sales order in financials from CRM Sales Orders based on the sales order in CRM.

The problem manifests with this error:

The sales order cannot be created. The write-in product SHIPPING does not exist.

So - is it possible to create a product in financials that will link to this write in product?

Secondly - is the process we're using the "best practice"? I only ask because ideally we would create the invoice in CRM and it would sync to financials but that doesn't seem to work - it appears as if financials only pushed posted invoices back to CRM.

Thanks All!

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Answers (1)

Derrickapv 15 on at

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RE: CRM Write In Products

It was - I found the info..
Derrickapv 15 on at

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RE: CRM Write In Products

Was this ever implemented? I am doing research on how the integration between D365 Sales and Business Central treat Write-in products and i cam not finding anything.
Community Member on at

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RE: CRM Write In Products

Jonas,

What was the workaround you implemented? We are having the same issue as well.
ikoletic 2,202 on at

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RE: CRM Write In Products

Anytime :-) Pls check private message as well.
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Jonas Vachal on at

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RE: CRM Write In Products

Guess I missed that first time around :)

Thanks again!
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ikoletic 2,202 on at

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RE: CRM Write In Products

No, that's exactly what we have in our backlog.

Ivan
Jonas Vachal on at

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RE: CRM Write In Products

Thanks again Ivan!

As for the write-in products - is it possible to create a product that will map to the write in product from CRM?

J.
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ikoletic 2,202 on at

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RE: CRM Write In Products

Hi Jonas,

Regarding write-in Products, not yet. We have this in our backlog.

The process you're using is the best practice. This is mainly to the fact that Financials is the system that will provide you with correct tax calculation and record the financial effect of invoice in your accounting and it's the place from where your financial and accounting reports are generated.

That's the reason why we enabled the scenario of having sales order prepared in CRM and having it fulfilled in Financials.

Regards

Ivan