Power Platform Community Forum Thread Details

Hi -

We are trying to get the Sales Order and Invoice Common Data Service templates working and we can't. Just a summary below of the work done:

We have followed these Microsoft documents for setting up the prerequisites. One point, we are using the default price list (CRM 2016 ...I think), but is the same we need for products, so it should be fine as the product integration works fine.
1. https://docs.microsoft.com/en-us/dynamics365/unified-operations/supply-chain/sales-marketing/sales-order-template-mapping?toc=dynamics365/unified-operations/fin-and-ops/toc.json
2. https://docs.microsoft.com/en-us/dynamics365/unified-operations/supply-chain/sales-marketing/sales-invoice-template-mapping?toc=dynamics365/unified-operations/fin-and-ops/toc.json
The other integrations (Accounts, Contacts, Products, and Sales Quotations) work perfectly.

Issue:

After creating a new Sales Order in D365 Ops, and after making sure the Calculate Sales Totals job has ended, we run the sales order project integration. The result is that we don't see any UPSERTS into CDM, nor we see any warnings / errors. So, the mappings are probably right, but there may be a condition we haven't met in either end system?

Has anyone run into a similar problem? How would be the best way to troubleshoot such problem? We opened a MS ticket but no luck getting someone just yet.

Thanks so much!

Categories:

Building Power Apps