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Small and medium business | Business Central, N...
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Integrating Jobs from business central to CRM or CRM to Business Central

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Posted on by 241

Hi Experts,

I hope you all are doing well.

when a job is created in CRM, it should be synced/created in business central. It can be done using an API of page Job List (89, List) and page Job Task (1001) for lines.

I want to know ifit is also possible to perform this activity using dataverse in business central? If yes, then can anyone please tell me what will be steps to follow in the case of Jobs and Job Tasks?

And also can anyone please tell me that which one would be more feasible? 

Answers will be highly appreciated.

Thanks for reading.

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 997 Moderator on at
    RE: Integrating Jobs from business central to CRM or CRM to Business Central

    Basically i think you can follow two different paths here. You can either use API's that you already have mentioned.

    When it comes to using Dataverse you should look into using virtual tables. Here are some documentation for you to get an idea of how it can be done using virtual tables.

    learn.microsoft.com/.../powerplat-faq

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