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.
1To publish the following processes, click Actions in the row that contains the processes in the order specified and select Publish.
aCreate NetSuite Items
bCreate NetSuite Sales Order
cSynchronize Dynamics 365 Opportunity with NetSuite Sales Order
dSend Email with Process Result
2Open the Opportunity to Sales Order Flow process.
3On the Start tab of the Start step, in the Allowed Users or Allowed Groups field, enter the user or group that has access to the process service URL at run time.
4On 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.