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* Update admin-prepare-dynamics-365-for-sales-for-integration.md
Update per support feedback on missing link that point to topics on handling sales quotes data.
Copy file name to clipboardExpand all lines: business-central/admin-prepare-dynamics-365-for-sales-for-integration.md
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@@ -53,7 +53,7 @@ You can use an assisted setup guide to quickly set up the connection and specify
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|**Publish Item Availability Web Service**| Enable people who are using [!INCLUDE[crm_md](includes/crm_md.md)] to view the availability of items (products) in inventory in [!INCLUDE[prod_short](includes/prod_short.md)]. This requires a [!INCLUDE[prod_short](includes/prod_short.md)] user account with a web services access key. Assigning the key is a two-step process. On the user account in [!INCLUDE[prod_short](includes/prod_short.md)] you must choose the **Change Web Service Key** action. In the Set Up Dynamics 365 Sales Connection assisted setup guide, you must specify the Dynamics 365 Business Central OData web service URL, and provide [!INCLUDE[prod_short](includes/prod_short.md)] user credentials for accessing the service. For more information, see [OData Web Services](/dynamics365/business-central/dev-itpro/webservices/odata-web-services). |
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|**Business Central OData Web Service Username**| The name of the [!INCLUDE[prod_short](includes/prod_short.md)] user account that [!INCLUDE[crm_md](includes/crm_md.md)] uses to retrieve information about item availability in [!INCLUDE[prod_short](includes/prod_short.md)] through the OData web service. |
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|**Business Central OData Web Service Accesskey**| The access key for the user account that [!INCLUDE[crm_md](includes/crm_md.md)] uses to get information about item availability from [!INCLUDE[prod_short](includes/prod_short.md)] through the OData web service. The key is assigned to the user chosen in the **Business Central OData Web Service Username** field. To get the key, choose the **Look up value** button next to the user name, choose the user, choose **Manage**, and then **Edit**. On the user card, choose **Actions**, **Authentication**, and then choose **Change Web Service Key**. |
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|**Enable Sales Order Integration**| When people create sales orders in [!INCLUDE[crm_md](includes/crm_md.md)] and fullfill orders in [!INCLUDE[prod_short](includes/prod_short.md)], this integrates the process in [!INCLUDE[crm_md](includes/crm_md.md)]. For more information, see [Enable sales order processing integration](/dynamics365/customer-engagement/sales-enterprise/developer/enable-sales-order-processing-integration). This requires that you provide credentials for an administrator user account in [!INCLUDE[crm_md](includes/crm_md.md)]. For more information, see [Handling Sales Order Data](marketing-integrate-dynamicscrm.md#handling-sales-order-data). |
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|**Enable Sales Order Integration**| When people create sales orders in [!INCLUDE[crm_md](includes/crm_md.md)] and fulfill orders in [!INCLUDE[prod_short](includes/prod_short.md)], this integrates the process in [!INCLUDE[crm_md](includes/crm_md.md)]. For more information, see [Enable sales order processing integration](/dynamics365/customer-engagement/sales-enterprise/developer/enable-sales-order-processing-integration). This requires that you provide credentials for an administrator user account in [!INCLUDE[crm_md](includes/crm_md.md)]. For more information, see [Handling Sales Order Data](marketing-integrate-dynamicscrm.md#handling-sales-order-data). |
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|**Enable Dynamics 365 Sales Connection**| Enable the connection to [!INCLUDE[crm_md](includes/crm_md.md)]. |
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|**Dynamics 365 SDK Version**| This is relevant only if you are integrating with an on-premises version of [!INCLUDE[crm_md](includes/crm_md.md)]. This is the Dynamics 365 software development kit (also referred to as Xrm) you use to connect [!INCLUDE[prod_short](includes/prod_short.md)] to [!INCLUDE[crm_md](includes/crm_md.md)]. The version must be compatible with the SDK version that is used by [!INCLUDE[crm_md](includes/crm_md.md)], and equal to or newer than the version used by [!INCLUDE[crm_md](includes/crm_md.md)]. |
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@@ -68,15 +68,15 @@ Enter the following information for the connection from [!INCLUDE[crm_md](includ
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|**Dynamics 365 Business Central OData Web Service URL**|If you enable the Item Availability Web Service, the URL for the OData Web service is provided for you. Set this field to the URL of the [!INCLUDE[prod_short](includes/prod_short.md)] instance to use.<br /><br /> To reset the field to the default URL for the [!INCLUDE[prod_short](includes/prod_short.md)], choose **Reset Web Client URL** action.<br /><br /> This field is relevant only if the [!INCLUDE[prod_short](includes/prod_short.md)] Integration Solution is installed in [!INCLUDE[crm_md](includes/crm_md.md)].|
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|**Dynamics 365 Business Central OData Web Service Username**|The name of the user account that the [!INCLUDE[crm_md](includes/crm_md.md)] uses to get information about item availability from [!INCLUDE[prod_short](includes/prod_short.md)] through OData Web service.|
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|**Dynamics 365 Business Central OData Web Service Accesskey**|The access key for the user account that the [!INCLUDE[crm_md](includes/crm_md.md)] uses to get information about item availability from [!INCLUDE[prod_short](includes/prod_short.md)] through OData Web service. The key is assigned to the user chosen in the **Dynamics 365 Business Central OData Web Service Username** field. To get the key, choose the **Look up value** button next to the user name, choose the user, choose **Manage**, and then **Edit**. On the user card, choose **Actions**, **Authentication**, and then choose **Change Web Service Key**.|
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|**Dynamics 365 SDK Version**|If you are integrating with an on-premesis version of [!INCLUDE[crm_md](includes/crm_md.md)], this is the Dynamics 365 software development kit (also referred to as Xrm) you use to connect [!INCLUDE[prod_short](includes/prod_short.md)] to [!INCLUDE[crm_md](includes/crm_md.md)]. The version that you select must be compatible with the SDK version that is used by [!INCLUDE[crm_md](includes/crm_md.md)]. This version equal to or newer than the version used by [!INCLUDE[crm_md](includes/crm_md.md)].|
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|**Dynamics 365 SDK Version**|If you are integrating with an on-premises version of [!INCLUDE[crm_md](includes/crm_md.md)], this is the Dynamics 365 software development kit (also referred to as Xrm) you use to connect [!INCLUDE[prod_short](includes/prod_short.md)] to [!INCLUDE[crm_md](includes/crm_md.md)]. The version that you select must be compatible with the SDK version that is used by [!INCLUDE[crm_md](includes/crm_md.md)]. This version equal to or newer than the version used by [!INCLUDE[crm_md](includes/crm_md.md)].|
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In addition to the settings above, enter the following settings for [!INCLUDE[crm_md](includes/crm_md.md)].
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| Field | Description |
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|--|--|
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|**Sales Order Integration is Enabled**| Enable users to submit sales orders and activated quotes in [!INCLUDE[crm_md](includes/crm_md.md)] and then view and process them in [!INCLUDE[prod_short](includes/prod_short.md)]. This integrates the process in [!INCLUDE[crm_md](includes/crm_md.md)]. For more information, see [Enable sales order processing integration](/dynamics365/customer-engagement/sales-enterprise/developer/enable-sales-order-processing-integration). |
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|**Automatically Create Sales Orders**| Create a sales order in [!INCLUDE[prod_short](includes/prod_short.md)] when a user creates and submits one in [!INCLUDE[crm_md](includes/crm_md.md)]. |
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|**Automatically Process Sales Quotes**| Process a sales quote in [!INCLUDE[prod_short](includes/prod_short.md)] when a user creates and activates one in [!INCLUDE[crm_md](includes/crm_md.md)]. |
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|**Automatically Process Sales Quotes**| Process a sales quote in [!INCLUDE[prod_short](includes/prod_short.md)] when a user creates and activates one in [!INCLUDE[crm_md](includes/crm_md.md)]. For more information, see [Handling Sales Quotes Data](/dynamics365/business-central/marketing-integrate-dynamicscrm?tabs=new-experience#handling-sales-quotes-data). |
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