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Preface
Introduction to Create Netsuite Sales Orders from Dynamics 365 Opportunities recipe
- Prerequisites
Create NetSuite Sales Orders from Dynamics 365 Opportunities recipe contents
- Create NetSuite Sales Orders from Dynamics 365 Opportunities recipe assets
Using the Create NetSuite Sales Orders from Dynamics 365 Opportunities recipe

Create NetSuite Sales Orders from Dynamics 365 Opportunities

Create NetSuite Sales Orders from Dynamics 365 Opportunities

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Create NetSuite Sales Orders from Dynamics 365 Opportunities recipe assets

Create NetSuite Sales Orders from Dynamics 365 Opportunities recipe assets

The following table lists the assets that the Create NetSuite Sales Orders from Dynamics 365 Opportunities recipe package contains:

Asset Name	Asset Type	Description
Dynamics365Product	Process object	Dynamics 365 product entity.
Dynamics365Account	Process object	Dynamics 365 account entity.
NetSuiteItem	Process object	NetSuite item entity.
ProductList_PO	Process object	List of NetSuite items entity.
NetSuiteCompany	Process object	NetSuite company entity.
NetSuiteContact	Process object	NetSuite contact entity.
Dynamics365Opportunity	Process object	Dynamics 365 opportunity entity.
Dynamics365ConnectionOpportunity	App connection	Connects to Dynamics 365 based on the Table API.
NetSuiteConnectionSalesOrder	App connection	NetSuite connection.
EmailConnectionSalesOrder	App connection	Email connection.
Create NetSuite Sales Order	Process	Subprocess that checks whether the Dynamics 365 account exists in the NetSuite Customer table. If the account does not exist, the process creates a customer based on the account data. The process then checks if a sales order has already been created based on the Dynamics 365 opportunity. If a sales order exists, the user is notified. Otherwise, the process creates a new sales order and provides a confirmation message.
Create NetSuite Items	Process	Subprocess that creates inventory items in NetSuite from Dynamics 365 products and prepares process objects for creating sales orders.
Synchronize Dynamics 365 Opportunity with NetSuite Sales Order	Process	Subprocess that synchronizes Dynamics 365 opportunity with NetSuite sales order.
Send Email with Process Result	Process	Subprocess that sends an email with the process result.
Opportunity to Sales Order Flow	Process	The process is triggered by a webhook to check the status of the Dynamics 365 opportunity. If the status is Won, the process creates sales orders based on the opportunity. When the sales order is created, the process sends an email with the results.

Create NetSuite Sales Orders from Dynamics 365 Opportunities recipe contents

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