Enables the synchronisation of NCRC Bundles as master data and within sales orders.
Current Version: 1.0.2.0as of Business Central 21.
Manual
Creation date: 2024/11/25 The current version of this manual can be found at:
☰ Contents
General
App Dataverse Integration NCRC With this app, bundles that are maintained in Business Central can be synchronized to Dynamics Sales. The bundles are created as products via the connector in Dynamics Sales and can be used like standard products in sales quotations and sales orders. Quotations or orders containing bundles can then be received in Business Central and subsequently used in contracts...
Tasks
Working with the App
NCRC Bundle
NCRC Bundles
Contract Type
Contract Type - Dataverse
Contract Group Type
Contract Group Type - Dataverse
Contract Period
Contract Period - Dataverse
Appendix
Release Notes
Docs / NVXDVIRC Dataverse Integration NCRC / General General
With this app, bundles that are maintained in Business Central can be synchronized to Dynamics Sales. The bundles are created as products via the connector in Dynamics Sales and can be used like standard products in sales quotations and sales orders. Quotations or orders containing bundles can then be received in Business Central and subsequently used in contracts.
The synchronization of sales orders is expanded. If contract information is saved in Dynamic Sales, it is now included in the bidirectional synchronization between Business Central and Dynamic Sales.
The prerequisite for correct synchronization in the quotations and orders is that bidirectional sales order integration is activated in the Microsoft Dynamics 365 connection setup.
Furthermore, the following tables can be synchronized directly between Dynamics Sales and Business Central.
Docs / NVXDVIRC Dataverse Integration NCRC / Tasks Working with the App
Setup and use
After the use default synchronization setup is executed in the Microsoft Dynamics 365 connection setup, the BUNDLE-PRODUCT table is added to the integration table mapping.
Bundles can then be synchronized via Bundles > Synchronize > Set up coupling. Bundle-type products are then created in Dynamics Sales. These can be used quotations and orders and synchronized back to Business Central.
Would you like to know what has changed in the extension? Below you'll find an overview of the new features and changes made in the updates.
Build-Overview in DevOps
NVXDVIRC 1.0.2.0
as of Business Central 21 2024/11/06
Improvements
Added the following API Pages:
ncxContract
ncxContractLine
ncxContractPaymentPlanLine
NVXDVIRC 1.0.1.0
as of Business Central 21 2024/10/31
Improvements
The CRM Connector has been expanded to include the following entities:
Contract Type
Contract Group Type
Contract Period
Contract fields have been added to the CRM Sales Order Connector.
