The process is triggered by a webhook to check the status of the Dynamics 365 opportunity. If the opportunity status is Won, the process retrieves and stores the key information, such as the associated account, currency, and products, and creates all the products from the opportunity in NetSuite. Otherwise, the process is terminated. If a product with the same name already exists, the process retrieves the product’s ID instead of creating a new product.

The process then creates or updates the customer record in NetSuite based on the opportunity’s account information. The process searches for an existing sales order in NetSuite with the Dynamics ID custom field field that match the opportunity ID. If the sales order exists, an email notification is sent. Otherwise, a new sales order is created based on the data from the Dynamics 365 opportunity.

The process then sends an email notification with the results to confirm the successful creation of the sales order or to report errors encountered during the process.

The process does not update the existing sales orders. If an existing sales order is found, a notification is sent through email, but no further action is taken.