Dynamics 365 Sales Order

Sales Order will be synched from Sage X3 to Dynamics 365.

Dynamics CRM Navigation path to add Sales Order in Dynamics > Go to Order Entry > Click on All > Click on Sales Order

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

GUMU™ Cloud Portal Dynamics 365 sales order

Sage X3 Navigation path to add Sales order in Sage X3: All > Sales > Orders