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Business Central - CRM Sales integration: Business Central-Default pricelist is empty?

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Posted on by ez Jurgen

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Hi Guru's,

I am trying to wrap my head around Pricelists and the integration

I have followed the wizard to first synch dataverse and then CRM Sales integration in BC
In BC, we do not actually select a pricelist. the price is on the item card. I have been using BC for 4 years now, so we just create quotes with products and that works, no pricelist selection needed. If I check for price lists in BC it just says that this page uses a function that is not activated.
I do see a "Business Central Default price list" being made in CRM
I do see all the BC items as products in CRM, but without prices (as that works differenly in CRM i learned)
but when I want to make a quote and select that pricelist, there are no products there.

So how does that work?

I would assume that the when the wizard creates a BC default pricelist, it would add prices for all the products there.
and when a price of a product is changed in BC that would synch to CRM?

Can anyone enlighten me what I should expect to work out of the box (integration) and what I need a developer for?

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Mohamed GRAIB 2,504 Moderator on at

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Hi Jurgen,

In Business central you have the Customer Price Group that correspond of the price List in Dynamics 365 Sales

The sales price field in Business central that correspond on the product price List.

You can create price Lists on Business Central from the customer Form or from the item Form.

This link can help you.

https://learn.microsoft.com/en-us/dynamics365/business-central/admin-prepare-dynamics-365-for-sales-for-integration

About your second question, Yes when a price list is changed in BC, that will be synchronised with the CRM as explained in this link

https://learn.microsoft.com/en-us/dynamics365/business-central/admin-prepare-dynamics-365-for-sales-for-integration

Please mark the answer as verified if that's helpful for you.

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ez Jurgen 127 on at

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Hi Mohammed,

thanks for replying.

For the first question

The thing is that I do not use Customer Price groups in BC. that page in BC is just empty. when I create a quote or an order and add items to it, it just takes the price from the item card. we do not have special pricing for different customers, or seasonal pricing with and begin and end date or something fancy like that.

So I am looking for a way that I do not need to change our ways in BC, and that somehow the "Business Central Default price list" in CRM (the one that the integration wizard created in CRM) will show all the items and prices in BC.

So i could use that one Bussiness Central Price list in every CRM quote and order.

Any thoughts on that, or will I have to create a Customer Price group in BC and link add all the product to it? hope not because then every time I create a new product in BC I probably have to link that to the Customer price gorup.

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Mohamed GRAIB 2,504 Moderator on at

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Hi Jurgen,

The ideal is to create a default sales price and a default customer price group in BC and synchrose these with your Price List in CRM

You can create a think like this if you want

Then, you associate all your products with a product price

The item Discount group is a default Group.

The unique impact is you must update your data in Business Central. But I recommand this solution because you will synchronise your data with the standards features.

Please mark the answers as verified if that's helpful for you.

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