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How can I prevent newly integrated Sales Orders from being Released initially in BC?

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Posted on by CU22050608-0

Hello All,

I have new Sales Orders flowing properly from CRM into BC through the native integration synch. These Orders are showing up in a Released status but the users want them to be in Open status until they process them.

Request: Ensure integrated Orders are in Open status

I subscribed to

Codeunit::"Release Sales Document", 'OnCodeOnBeforeSetStatusReleased'

This did not work when I tested as they still show as Released.

Please help! Thanks

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Dynamics 365 Business Central

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Sohail Ahmed 11,150 Super User 2025 Season 2 on at

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Maybe this will give you a hint to resolve your issue

By default, Sales Orders created via Dataverse integration are automatically Released, as part of Microsoft’s standard CRM-to-BC sync behavior.

Subscribing to Codeunit::"Release Sales Document" events like 'OnCodeOnBeforeSetStatusReleased' won’t stop the release — because the integration likely calls the release logic after the record is created, not through standard UI triggers.

Suggested Solution:

Instead of blocking the release, try one of the following:

Subscribe to the integration event that runs after the order is created, and immediately call SetStatusOpen on the order record.

Or use a custom batch job or event subscriber that detects newly created released orders (e.g., via User ID or Integration ID) and switches them back to Open.

There’s no config setting to prevent this — you’ll need a small customization to override the default behavior.

If this helped you, please check the box "Does this answer your question?"

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Khushbu Rajvi. 20,904 Super User 2025 Season 2 on at

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If this helps: https://learn.microsoft.com/en-us/dynamics365/business-central/shopify/synchronize-orders

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CU22050608-0 33 on at

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The issue persists. Yes I am setting the status to Open even after the Order has been created but it keeps reverting to Released after a few seconds by some internal code I cannot determine. When I look at the audit log, I see the continuous toggle back and forth between Open and Released.

Still need your help here. At my wits end now.

Thanks!

Tim

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YUN ZHU 95,754 Super User 2025 Season 2 on at

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As far as I know, this is Microsoft's standard behavior. Orders synchronized to BC are all in Released status. Even if you change it to open, it will be updated during the next synchronization. . . .

You can submit this idea to Microsoft.

Missing a feature? Post or vote for ideas on: aka.ms/BCIdeas

Thanks.

ZHU

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