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Dynamics 365 CRM Invoice to Quickbooks Online Invoice

  • 20 May 2020
  • 1 reply
  • 166 views

Hi,

I’m trying to transfer invoices created in Microsoft Dynamics 365 CRM to QuickBooks Online.

The QuickBooks connector does have an action for creating an invoice so I believe I’ll be good on that side.

However, I don’t see a trigger on invoice creation in the Dynamics connector.

Does anyone have any suggestions on how I can get this done.

If not, is there somewhere that I can request that this trigger be added in the future?

Thanks,

Jeff

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Best answer by Liz_Roberts 27 May 2020, 20:28

Hi @Jeff-ecoprintQ ,

Thanks for reaching out and apologies for the delay!

I see you have been working with Aaron in Support on this workflow and he relayed that while there is not currently a way to specify your filename upon upload, there is an open feature request for this option.


They have added added you as an interested user for this feature which does the following:

  • Re-raises this issue with the app’s team
  • Adds weight to this feature request in the queue
  • Reminds us to update you once this is resolved


I don't have an ETA on when or if this feature will go into production, but if it does you will be notified via email.

I know that’s not the news you were hoping for but please let us know if you have any additional questions- happy to help!

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Hi @Jeff-ecoprintQ ,

Thanks for reaching out and apologies for the delay!

I see you have been working with Aaron in Support on this workflow and he relayed that while there is not currently a way to specify your filename upon upload, there is an open feature request for this option.


They have added added you as an interested user for this feature which does the following:

  • Re-raises this issue with the app’s team
  • Adds weight to this feature request in the queue
  • Reminds us to update you once this is resolved


I don't have an ETA on when or if this feature will go into production, but if it does you will be notified via email.

I know that’s not the news you were hoping for but please let us know if you have any additional questions- happy to help!