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  • Integration from Microsoft Dynamics 365/CRM to QuickBooks Invoice/Sales Order is invoked if the Generate object field in Microsoft Dynamics 365/CRM Invoice/Sales Order is selected as Invoice/Sales Order respectively.
  • It is mandatory that Microsoft Dynamics 365/CRM Invoice/Sales Order (to be integrated with QuickBooks Invoice/Sales Order) is associated with the respective Microsoft Dynamics 365/CRM Account. It must also have Products with Price List attached to it for DBSync to invoke integration.

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Microsoft Dynamics 365/CRM Setup

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