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We have Dynamics CRM and D365 F&O as ERP.
we are having issues in finding the ideal customer model so that both the systems should be in sync.We have pretty flexible hierarchy available in CRM where you can have multiple child accounts upto M level (parent is A-Child is B-Super Child is C) .But in F&O we have accounts and have ship to's Bill to's,Sell to's
During integration how do we manage this complexity and what is best practice to set up customers/accounts in both
Your options depends upon what you want to do with Parent A, child B and super child C. If all of them will ship and needs to get invoiced separately then create them as separate customers, extend customer master to add a field to manage the relationship.
If invoices are required under a single account, try looking at "Invoice Account" option on customer master. it will allow you to create order against individual customer but all invoices will be posted to customer account entered / selected in "Invoice account" field.
Thanks Satish for the answer.
Issue is sometimes we invoice and sometimes we dont invoice them(in case of branches of hospital like surg,icu etc).We shipto surg units and icu units but sell/bill to hopsital.
But sales team want to have divisions as sub accounts/sub customers so that they can create opportunity and forecast at child account level.
Suggest that you come up with identification of invoice etc. in CRM assuming that's where the data will come from and will create customers in AX. Then integration can leverage the identification and create customers/ setup appropriate invoice account and custom field (to manage the relationship - no functionality). It's same as what i mentioned earlier, but now there is a logic to determine which options gets used.
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