Friday, July 14, 2023

Dual-write | Unable to create a Quote in Dynamics 365 Sales

We have enabled Dual-write in one of our environment's and we have the Quote table in running status for dual-write sync however, when we try to create a Quote in D365 Sales, for some reason it was failing and the error message was like below.

"Write failed for entity CDS sales quotation header with unknown exception - BOX API can't be used from non-interactive sessions."

To approach this, we ensured that we have followed and setup the prerequisites mentioned in Microsoft's documentation about Quote-to-cash in dual-write

Also we were using Trade Agreements pricing engine and the setup for that is mentioned here: Sync on-demand with SCM pricing engine

Resolution

What we did was, we went to form "Sales and marketing parameters" in Finance and Operations to check if the field "Create opportunity for sales quotation" is set to Prompt.

If it is set to Prompt, you need change to another value based on your requirement. We changed this to No and tried creating the quote. It worked!


There could be many reason's for this failing and this is what has helped up. Let me know in the comments below if it was different for you and how did you resolve it.

Hope it helps!


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