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How to update CRM Table Schema in Business Central?

Posted on by 10

Hi All,

I have added new Options Set in CRM Table Invoice, But That options are not showing Business Central CRM invoice Table, how can i update that options?

  • Suggested answer
    TabrezAjaz Profile Picture
    TabrezAjaz 190 on at
    RE: How to update CRM Table Schema in Business Central?

    Synchronization is not available here on this page, admin center environment page..

    Just to provide steps I have mentioned this select your environment from admin center means open the BC environment and the later synchronize the tables...

    pastedimage1683320928373v1.png

    This page may help you understand from this page you can perform synchronization.

  • ONPRO Help Profile Picture
    ONPRO Help 10 on at
    RE: How to update CRM Table Schema in Business Central?

    D365 Sales is already integrated, i added new option after integration that's missing in business central.

  • ONPRO Help Profile Picture
    ONPRO Help 10 on at
    RE: How to update CRM Table Schema in Business Central?

    Al Proxy Table is not working :)

  • ONPRO Help Profile Picture
    ONPRO Help 10 on at
    RE: How to update CRM Table Schema in Business Central?

    Where synchronize is located in Dynamics 365 Business Central administration center?

    pastedimage1683284641085v1.png

  • Suggested answer
    TabrezAjaz Profile Picture
    TabrezAjaz 190 on at
    RE: How to update CRM Table Schema in Business Central?

    Hi ONPRO Help,

    If you have added a new Option Set to the CRM Invoice table in Dynamics CRM and it is not showing up in Business Central, you will need to perform a data synchronization to update the Business Central table with the new option set.

    Here are the steps to perform a data synchronization:

    ----------------------------------------------------------

    1. Open the Dynamics 365 Business Central administration center.

    2. Select the environment where you want to perform the synchronization.

    3. Click on "Synchronize" under the "Actions" tab.

    4. In the Synchronize window, select the "Tables" option and then select the "Invoice" table.

    5. Click on "OK" to start the synchronization process.

    Once the synchronization process is complete, the new option set should be available in the Business Central CRM Invoice table. You can check this by opening a CRM Invoice record in Business Central and verifying that the new options are available in the appropriate fields.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 72,941 Super User 2024 Season 2 on at
    RE: How to update CRM Table Schema in Business Central?

    Hi, hope the following can give you some hints.

    https://yzhums.com/17065/

    Thanks

    ZHU

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 21,009 Super User 2024 Season 2 on at
    RE: How to update CRM Table Schema in Business Central?

    Hi ONPRO Help,

    You will need to integrate Business Central and Dynamics 365 Sales; This article explains how.

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