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Sync PO number field from CRM order to BC order


Customers order references are stored in the PO Number field in Dynamics CRM, and in the 'External Document No' in Dynamics BC. For some unknown reason the synchronisation syncs the order name/title for the external document no. field through the synchronisation. This means that instead of 'PO#1...

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Category: Sales (937)

STATUS DETAILS
Declined

Sync Notes or Additional Info between CRM and BC orders


There is currently no way of syncing extra information pertaining to an order from Dynamics to BC. It's crucial that sales people are able to communicate order information to the ops team. Some off the cuff examples: "Don't ship until Tuesday", "Discount agreed by Keith", "Goods order to be pl...

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Category: Sales (937)

STATUS DETAILS
Planned