Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Business Central <&...
Small and medium business | Business Central, N...
Answered

Business Central <> D365 Sales - Integration

(0) ShareShare
ReportReport
Posted on by Matthew1 50

Hello

During integration Business Central with D365 Sales, I noticed, that there is no standard integration between Posted Sales Credit Memo (there is only integration for ordinary Posted Sales Invoices). Why is it designed this way? Maybe I don't understand something, but it seems illogical to me, because now in terms of some kinds of summary reports there is a discrepancy between these two systems.

Hence, my question is: Is it true that there is no standard functionality to integrate the Posted Sales Credit Memo, if yes, how can I solve the problem, only by integration extension? Maybe someone has read that Microsoft plans to extend this function in the future?

Greetings,

Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels on at
    RE: Business Central <> D365 Sales - Integration

    Hello,

    Please remember that both systems can be integrated with each other, but in the core they are different (ERP versus CRM).

    Thank you.

  • Matthew1 Profile Picture
    Matthew1 50 on at
    RE: Business Central <> D365 Sales - Integration

    It's a pity, it turns out I'll have to try to do it myself.

    Thanks for your confirmation.

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 76,009 Super User 2024 Season 2 on at
    RE: Business Central <> D365 Sales - Integration

    Hi, Yes, I think you are right, as far as I know, currently the integration only includes Posted Sales Invoices.

    Sales Invoice Header <> CRM Invoice

    Sales Invoice Line <> CRM Invoicedetail

    Customization may be required if needed, but unlike a typical master data table, this can be difficult.

    More details: https://yzhums.com/17065/

    As for future plans, the release plan of BC 2022 wave 2 (BC21) has not been released so far, 

    The only info is the roadmap that was posted on Directions NA last year, but unfortunately, it does not mention this content.

    pastedimage1656977989112v1.png

    Hope this helps.

    Thanks.

    ZHU

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,791 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,488 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans