Dynamcis 365 Quotes

Sales quote will be synched from Dynamics 356 to Sage Intacct.

Dynamics CRM: Navigation path to add Quote in Dynamics > Go to Order Entry > Click on All > Click on Sales quote.

Note: If the ERP setting has auto-generation of Document Number, kindly use the next Quote no. of the ERP in the name field of the Dynamics Quote screen. In case of any other value entered in this screen, after integration ERP will generate its own document no.

GUMU™ Cloud portal: Dynamcis 365 Quotes

Sage Intacct: Navigation path to add Sales quote in Sage Intacct > Go to Order Entry > Click on All > Click on Sale quote > search your Sales quote