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Applies to Product - Dynamics 365 Finance


What’s happening?
When attempting to create a customer from Dynamics 365 Customer Engagement (CE) to Finance and Operations (FO) using Dual Write integration, the system throws the following error message:
Unable to write to Finance and Operations apps due to following error(s): "Unable to fetch entity CustCustomerV3Entity record. All primary column CustomerAccount, values are blank."
 

Reason:
This occurs because the customer account number is not provided during the customer creation process initiated from Dynamics 365 Sales (CE). The system expects a customer account number to be present, but it is not automatically retrieving the next available number from the configured number sequence in Finance and Operations.
 

Resolution:
To resolve this, follow these steps:

  1. Set Up Dual Write Integration:
  2. Ensure that Dual Write is properly installed and configured between Dynamics 365 Sales (CE) and Finance and Operations.
  3. Install the Dual Write solution in both environments.
  4. Configure the necessary mappings between entities.
  5. Configure Number Sequence in Finance and Operations:
  6. Navigate to Organization administration > Number sequences > Number sequences.
  7. Create a new number sequence specifically for customer accounts if one does not already exist.
  8. Ensure the scope of the number sequence is set appropriately (e.g., company-wide).
  9. Assign this number sequence to the customer account number field.
  10. Verify Customer Entity Mapping:
  11. In the Dual Write setup, navigate to the Customer V3 (Accounts) entity mapping.
  12. Confirm that the customer account number field in Dynamics 365 Sales (CE) is correctly mapped to the corresponding field in Finance and Operations.
  13. Customize Customer Creation Process in Dynamics 365 Sales (CE):
  14. Implement a plugin or custom workflow activity that triggers upon the creation of a new customer record.
  15. This custom logic should call a custom API or utilize the OData service to request the next available customer number from Finance and Operations.
  16. Update the customer record in CE with the retrieved customer number before synchronization via Dual Write.
Following these steps ensures that the customer account number is automatically populated from Finance and Operations, resolving the error encountered during the dual-write integration process.