Microsoft Dynamics CRM Sales Orders (window)

Specifies the submitted sales orders that are available in Microsoft Dynamics CRM.

You can use this window to create a sales order in Microsoft Dynamics NAV based on a sales order in Microsoft Dynamics CRM.

To create a sales order in Microsoft Dynamics NAV, select the sales order from the list, and then on the Navigate tab, in the Dynamics NAV group, choose Create in Dynamics NAV.
Note
If the Order ID check box is selected, the sales order has already been created and coupled in Microsoft Dynamics NAV for the selected Microsoft Dynamics CRM.
To view details of Microsoft Dynamics CRM sales order, the select the sales order from the list, and then on the Home tab, in the Manage group, choose View.
This opens a window that displays fields of the Microsoft Dynamics CRM sales order. You cannot modify these fields.
To open Microsoft Dynamics CRM to view and modify a sales order in the list, select the sales order, and then on the Navigate tab, in the Dynamics CRM group, choose Sales Order.
If a sales order in Microsoft Dynamics NAV has already been created for a Microsoft Dynamics CRM sales order, you can open the sales order in Microsoft Dynamics NAV by choosing Sales Order in the Dynamics NAV group on the Navigate tab.

Note
If the Order ID check box is selected, the sales order has already been created and coupled in Microsoft Dynamics NAV for the selected Microsoft Dynamics CRM.

Tip
For more information about how to navigate in the user interface, see Work with Microsoft Dynamics NAV. For more information about how to find specific pages, see Search.

See Also