Details

Release date: November 18th, 2024

Accompanied by CRM Solution Release Version

Backend Updates

New setting added to the Admin Hub to allow auto-creation of Accounts in CRM when a matching account is otherwise not found during the provider account sync from automatic providers.
Supporting the Invoicing of Products/Items that are retired.
Updated the payment term mapping user experience for the Quick Books Online connector
Added Username field to Microsoft Partner Center connector user interface to show the account used for the integration user consent

Fixed issue where subscriptions would not be marked as inactive if they were missing from the provider subscription sync when the "Deactivate Missing Subscriptions" setting was enabled.
Updated the behavior of the Autotask integration to allow for subscription effective dates that precede the Billing Contract effective date. In these cases, the subscriptions passed to the Autotask Service Contract will have their start dates matched to the start date of the contract in the Autotask system. The Effective date in Work 365 will still show as the original start date.
Fixed issue with Ingram Micro provider where syncing all subscriptions would fail because of rate limits on the API
Fixed multiple issues regarding making changes to the PSA System ID field on the Billing Contract, Subscription, and Account forms.
Clarified error messages that were not user friendly. Added resolution instructions.
Fixed an issue where the number of items being loaded by Product Explorer would cause the page not to load
Fixed error with the Business Central connector consent
Fixed issue where Order Details were not populating on Non-Recurring Items created from a Dynamics Sales Order.
Fixed invoice generation issue with NRI's when the invoicing configuration is set to "Bill Immediately"
Fixed issue with using a write-in product for Admin Charges rather than an existing product