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

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Step 5: Configure and publish the processes

Configure the allowed user or group for authorization, email ID for sending the notification, and subsidiary ID to create a customer in NetSuite, and publish the process.

To publish the following processes, click Actions
in the row that contains the processes in the order specified and select Publish
.

Create NetSuite Items

Create NetSuite Sales Order

Synchronize Dynamics 365 Opportunity with NetSuite Sales Order

Send Email with Process Result

Open the

Opportunity to Sales Order Flow

process.

On the

Start

tab of the Start step, in the

Allowed Users

Allowed Groups

field, enter the user or group that has access to the process service URL at run time.

On the

Assignment

tab of the Set Flow Configuration
step, enter values for the following fields:

In the Email
field, enter the email ID to send the email notifications.

If your NetSuite environment uses a Subsidiary, in the

NetSuite_Subsidiary_ID

field, enter the subsidiary ID to create a customer in NetSuite.

Save and publish the process.

Using the Create NetSuite Sales Orders from Dynamics 365 Opportunities recipe

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Create NetSuite Sales Orders from Dynamics 365 Opportunities

Create NetSuite Sales Orders from Dynamics 365 Opportunities

Step 5: Configure and publish the processes

Step 5: Configure and publish the processes