Introduction to Create Netsuite Sales Orders from Dynamics 365 Opportunities recipe
Prerequisites
Creating a custom field in the NetSuite sales order entity
Creating a custom field in Dynamics 365 account entity
Creating a webhook in Dynamics 365
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
Step 1: Copy and access the recipe
Step 2: Configure and publish the Email connection
Step 3: Configure and publish the Dynamics 365 connection
Step 4: Configure and publish the NetSuite connection
Step 5: Configure and publish the processes
Step 6: Invoke the process
Rules and guidelines
Introduction to Create Netsuite Sales Orders from Dynamics 365 Opportunities recipe
Rules and guidelines