Send Sales Orders from BC to Aptean CRM

Send Sales Orders from BC to Aptean CRM

You can send the sales orders from Business Central to the Aptean CRM application from the following locations:

• Sales Order: Use the Card page to send a specified sales order to the Aptean CRM application.
• Sales Orders: The List page gives the flexibility of selecting multiple sales orders at a time and sending them together to the Aptean CRM application.
• Aptean CRM Setup: Use the Setup page to send all the sales orders to the Aptean CRM application.
• Job Queue Entry: Schedule the sync job to automatically send sales orders to the Aptean CRM application. You can set the sync job to run one time or on a recurring basis.