Business Central Integration with Dynamics CRM Sales
If you use Dynamics 365 Sales for customer engagement, you can enjoy seamless integration in the lead-to-cash process by using Business Central for backend activities such as processing orders, managing inventory, and doing your finances.
Sales Quotes
Sales quotes that are activated in Dynamics 365 Sales will be transferred to Automatically Process Quotes in Business Central
Sales Orders
Sales orders that people submit in Dynamics 365 Sales will be automatically transferred to Business Central if you select the Automatically Create Sales Orders option on the Microsoft Dynamics 365 Connection Setup page.
Invoice Processing
When you invoice a sales order, you can transfer the posted sales invoice to Dynamics 365 Sales if you select the Create Invoice in Dynamics 365 Sales option on the Posted Sales Invoice page. Posted invoices are transferred to Dynamics 365 Sales with the status, Billed.
