Sales / BC Bidirectional Sales Order Synchronization

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Posted on by Toomas1

Hello,

How this should work?

If using Legacy Order syncronization we have "Submit Order" button on Dynamics Sales Order page. When submitting, we see order in BC and before creatng in BC can edit it.

Now when using Bidirectional order sync - there is no "Submit Order" button but yet MS says that order is automatically created in BC when Sales Order status is "Submitted". How this Submitting works or how Orders are created automatically in BC?

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Dynamics 365 general

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Toomas1 79 on at

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Sales / BC Bidirectional Sales Order Synchronization

Thank you very much. You are correct.

Some comments I do have: despite bidirectional is "automated" then changing status either via pressing button or selecting "submitted" from dropdown menu is more less same (manual), i would say that for user its more intuitive to have buttons so we likely customize to bring in "submit order button" and "re-activate" what will be visible instead for submitted order. Our goal is that process has to be intuitive - staff changes, things can be forgotten cause constant trainings (loss of time, performance and its also cost).

Bidirectional is likely more usable at the end as appears for me that with Legacy option, if order is adjusted in BC it wont update order in Sales - maybe wrong but so far didnt work.

Thanks allot anyway!
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Daivat Vartak (v-9d... 5,970 Super User 2025 Season 1 on at

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Sales / BC Bidirectional Sales Order Synchronization

Hello Toomas,

You've hit on a significant change in behavior when transitioning from the legacy order synchronization to the bidirectional order synchronization between Dynamics 365 Sales and Business Central (BC). Let's clarify how the "Submit Order" functionality is replaced in the bidirectional model.

Understanding the Shift in Bidirectional Order Sync:

Legacy Sync (Manual Submit):

The "Submit Order" button was a manual trigger to push the order from Dynamics 365 Sales to Business Central.

This allowed for a pre-creation review and editing stage in Business Central.

Bidirectional Sync (Automated):

The bidirectional sync aims for a more seamless and automated flow.

The "Submit Order" button is removed because the system relies on predefined status changes in Dynamics 365 Sales to trigger the synchronization.

The "Submitted" status of the sales order in Dynamics 365 is the trigger for the order to be created in Business Central.

How the Automated "Submitting" and Order Creation Works:

Sales Order Status as Trigger:

The key is the "Status" field on the Dynamics 365 Sales Order entity.

When the Sales Order's "Status" is changed to "Submitted," the synchronization process is automatically initiated.

Background Synchronization:

The integration service monitors the Dynamics 365 Sales Order entity for status changes.

When it detects a "Submitted" status, it retrieves the order details and transfers them to Business Central.

Business Central Creation:

In Business Central, the integration service creates a corresponding Sales Order based on the data received from Dynamics 365 Sales.

No Pre-Creation Editing (by default):

By default, the automated process does not provide a manual editing stage in Business Central before the order is created.

The order is created automatically.

Customization Options:

It is possible to customize the process.

You could add custom logic to the process, that for example, would set the created order in business central on hold, until a user in BC approves the order.

This would require development.

Key Considerations:

Status Field Importance: The Dynamics 365 Sales Order's "Status" field is now the central control point for order synchronization.

Automation vs. Control: The bidirectional sync prioritizes automation, which can reduce manual steps but also reduces the level of pre-creation manual control.

Customization: If your business requires a pre-creation editing stage in Business Central, you'll need to customize the integration.

Testing: Thoroughly test the bidirectional sync in a non-production environment to ensure it meets your business requirements.

In summary:

The "Submit Order" button is removed in bidirectional order sync. Instead, the "Submitted" status of the Dynamics 365 Sales Order triggers automatic order creation in Business Central. If you need a manual review or editing stage in Business Central, you'll need to implement custom logic.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more. If you have further questions, please feel free to contact me.

My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.

Regards,

Daivat Vartak
Toomas1 79 on at

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Sales / BC Bidirectional Sales Order Synchronization

So eventually sorted.

When using bi-directional sync. then changing status is via dropdown menu where status is displayed - thats bit unexpected but ok.

Now another issue is that if there is even small error (not coupled data) then order not created in BC but noone received notificaton - so salesperson thinks it was submitted but Order actually not created (for now created e-mail flow when status "submitted" we ge notified and can check).

Biggest issue is sync it self now. When order is in BC and we change data on it and release again - expectation is that it will immediately update order in Sales also - but seems that its not the case but sync follows reglular sync schedule. So not sure if efficient as often Sales persons need to see changes immediately.

So all the functions are fun but overall thinking behind is not so good. While we use softwarte to get more efficiency and performance out from the business then having such process where you cant 100% trust it its difficult. Its likely down to ourselves but same time - we have tried a year to get info from MS to understand how they see things and how this can improve efficiency.

I guess some depratment need to show "results" and many things are done for the sake of getting salary not that it actually make sense.

We keep trying anyway :D
Toomas1 79 on at

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Sales / BC Bidirectional Sales Order Synchronization

@VaHiX seems that it was clitch. With bidirectional - button goes away and no way to change order status to submitted.

So bit confused.
Toomas1 79 on at

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Sales / BC Bidirectional Sales Order Synchronization

@VaHiX thanks! ... but how to set sales order status to "Submitted" if there is no "submit order" button?

This part seems bit confusing. Is there field what we should use for that or ?
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Ramesh Kumar 3,280 on at

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Sales / BC Bidirectional Sales Order Synchronization

When the status of a Sales Order in Dynamics 365 Sales (or another integrated system) is set to "Submitted", the system automatically recognizes this and pushes the order to Business Central.

Thanks

Ramesh

If this was helpful, please check the "Does this answer your question?" box and mark it as verified.
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Vahid Ghafarpour 9,688 Super User 2025 Season 1 on at

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Sales / BC Bidirectional Sales Order Synchronization

In Bidirectional Synchronization, the "Submit Order" button is removed. Instead, orders are automatically created in BC when the Sales Order status in Dynamics Sales is set to "Submitted." This automation eliminates the manual step but requires careful configuration to ensure smooth synchronization.