Synchronize item availability from Business Central to Dynamics 365 Sales

Important

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Enabled for Public preview General availability
Users, automatically Mar 1, 2021 Apr 1, 2021

Business value

When you engage with customers in Dynamics 365 Sales and prepare sales orders for fulfillment in Business Central, the inventory availability of products on the sales orders is of the utmost importance for salespeople to be able to communicate whether, and when, a sales order can be fulfilled.

Feature details

When an admin sets up the connection to Dynamics 365 Sales, either through the Assisted Setup or through the Microsoft Dynamics 365 Connection Setup page, you can enable inventory availability synchronization by choosing Automatically Synchronize Item Availability. This way, when inventory changes in Business Central, the change is automatically reflected in Dynamics 365 Sales.

When users enter sales order lines in Dynamics 365 Sales, the Quantity on Hand field on the sales order will contain information about the available inventory from Business Central.

Quantity on Hand information that is synchronized from Business Central is also available on Opportunity Products and Sales Quote Product views in Dynamics 365 Sales.

Dynamics 365 Connection Setup page's Automatically Synchronize Item Availability check box

Assisted Setup for Dynamics 365 Sales in advanced mode with Automatically Synchronize Item Availability

Note

This change is introduced as part of the Basic Authentication and Web Service Access Key deprecation effort. You can read more about this at Deprecated Features in W1.

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See also

Using Dynamics 365 Sales from Business Central (docs)