Thank you for the great walk through. Is there way we can setup some criteria of which records need to be synchronized from CRM to BC? Ex; I may have different types of sales orders in CRM but I want only sales order of specific type.
Hi Saurav, I have a question, so whenever i sync an order from CRM to Business Central, The status of the order automatically updates to released, I have even tried passing the default value of the status field as open, but yet it keeps on coming in as released, I have checked for any active workflows that are causing the issues, but i couldn't find any, can you please help me in resolving this. Thank you.
How to get option to add new table mapping. I am very new to business central and deleted all default mapping and kept only for currency. After currency successful, Now I wanted to bring products and units of measurement. How can I add mapping again
Hi there Can I integrate two business central environments (both have different LCY's) to one dataverse environment to sync to one CRM production instance? Thanks Marissa
Thank you for the great walk through. Is there way we can setup some criteria of which records need to be synchronized from CRM to BC? Ex; I may have different types of sales orders in CRM but I want only sales order of specific type.
The video finished without having successfully coupled the Customer records. Is there a follow-up video?
Hi Saurav, I have a question, so whenever i sync an order from CRM to Business Central, The status of the order automatically updates to released, I have even tried passing the default value of the status field as open, but yet it keeps on coming in as released, I have checked for any active workflows that are causing the issues, but i couldn't find any, can you please help me in resolving this. Thank you.
How to get option to add new table mapping. I am very new to business central and deleted all default mapping and kept only for currency. After currency successful, Now I wanted to bring products and units of measurement. How can I add mapping again
Hi there
Can I integrate two business central environments (both have different LCY's) to one dataverse environment to sync to one CRM production instance?
Thanks
Marissa