Small and medium business | Business Central, N...

Dynamics 365 Sales Integration - Quotes won't sync

(1) Share

Report

Posted on by Michael G Ferreira

We've installed the Dynamics 365 Sales Integration features.

We've managed to get Customers/Accounts, Contact, Products, Items, etc. working.

However when we create a CRM Quote (again with the already sync/coupled records) and activate it. Nothing is sent over the Business Central. Sales Quotes remains empty.

We've done manual synchronization runs, reconfiguration a few times. etc. with no luck. There's no errors and jobs run successfully.

Any thoughts on what could be the source of the issue?

I have the same question (0)

All responses (3)

Answers (0)

Suggested answer

YUN ZHU 95,739 Super User 2025 Season 2 on at

Like (1)

Report

Hi, have you enabled the following option? Please note that quotes must be activated.

Sales Order Integration is Enable: Enable users to submit sales orders and activated quotes in Dynamics 365 Sales and then view and process them in Business Central. This setting integrates the process in Dynamics 365 Sales.

https://learn.microsoft.com/en-us/dynamics365/business-central/admin-prepare-dynamics-365-for-sales-for-integration#connection-settings-on-the-microsoft-dynamics-365-connection-setup-page

Hope this helps.

Thanks.

ZHU

Was this reply helpful? Yes No
Michael G Ferreira 12 on at

Like (0)

Report

Yes I believe so. (see picture) unless your referring to another setting.

and yes we do activate quotes.

other thoughts or is there a different setting?

Was this reply helpful? Yes No
Michael G Ferreira 12 on at

Like (0)

Report

Also noticed there's no opportunity job queue entry (yet opportunity exists in Integration Table Mapping).

Should there be one?

Wondering if something might be deleted.

Was this reply helpful? Yes No

Join the conversation

Community site session details

Dynamics 365 Sales Integration - Quotes won't sync

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

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

Featured topics

Product updates

Community site session details

Dynamics 365 Sales Integration - Quotes won't sync

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Subscribe to this forum!

Select categories

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

Featured topics

Product updates