Dynamics Community Forum Thread Details

Searching for a solution to automate Contacts in Intercompany.

Hello everyone :)
We are using the Dynamics F&O (current version 10.0.47) with an enabled intercompany-relation.
We have our base company as entity A and a subcompany as entity B.
When our subsidary B is selling parts to customers in their entity, we have the automatic intercompany sales order enabled.
In the entity B we currently have the contacts (email and phone number) from the end customers incorparated into the master data of the customers.
Now we want to also display them on the sales packing slip from entity A, since we are sending the parts directly from the company A to the end customers.
What is the best practice, easiest way (if without custom code - even better) to synchronise the email/phone number from the sales orders in subsidary B to the sales orders in the main company A?
Is it possible through settings that i just have not found yet? Or is it possible if we create contacts on the B-side instead of filling in the master data of the customers?

Thanks for your answers in advance,
Fabian

Categories:

Dynamics 365 Supply Chain Management

Hi PM-20040844-0,

1) Issue
- In an intercompany setup (Company A = supplying entity, Company B = selling entity), automatic intercompany sales orders are used
- Customer contact details (email, phone) are maintained in Company B on the customer master or sales order
- Goods are shipped directly from Company A to the end customer (drop shipment / intercompany scenario)
- Requirement is to have customer contact information from Company B available on documents (e.g., packing slip) in Company A
- Currently, contact details are not transferred or visible in Company A intercompany sales order

2) Reason
- Standard intercompany functionality in D365 SCM primarily synchronizes:
- Core order data (item, quantity, dates, addresses)
- Customer/Delivery address (postal address)

- However, contact details (email, phone, contact person) are not part of standard intercompany synchron.
- Contact data can be stored in multiple places:
- Customer master (DirParty / LogisticsElectronicAddress)
- Contact person records (ContactPerson entity)
- Sales order-specific contact fields
- Intercompany framework does not replicate:
- ContactPerson relationships
- Electronic address details
- Sales order header contact fields
- As a result, Company A only receives the delivery address but not the associated contact communication details
- This is standard system behavior and not a missing configuration

3) Resolution
Standard / configuration-based approaches:
- Use delivery address fields (name, attention/description fields) in Company B to include contact information
- Ensure these fields are transferred via intercompany and printed on documents in Company A
- Maintain contact person on customer master and reference it in sales order (limited propagation support)

Best-practice approach (low/no customization):
- Store key contact details in delivery address (postal address description or attention field)
- Adjust document templates (e.g., packing slip) in Company A to print those fields
- This ensures data flows through standard intercompany address synchronization

Alternative data model approach:
- Use Contact Person records instead of only customer master fields
- Link contact person to customer and assign on sales order
- Note: Still limited standard intercompany propagation → may require validation

Advanced / recommended solution (if full automation required):
- Implement a customization or extension to:
- Copy contact details (email/phone/contact person) from Company B sales order
- Populate corresponding fields in Company A intercompany order during creation
- Extend data entities or intercompany sync framework

Additional considerations:
- Use Docentric / SSRS customization to enhance packing slip layout
- Validate legal entity data policies (shared vs company-specific party data)
- Consider Power Platform / Dual-write only if broader integration scenario exists

Conclusion:
- No standard parameter exists to fully synchronize contact details in intercompany
- Best practical approach is to use delivery address fields, or implement custom extension for structured automation

For a more detailed answer, please provide more information.

Rg,

Alexander

*Due to the complex and different possibilities of deploying Dynamics 365 I highly recommend not to setup the application without some expert/partner or support. (For more information contact me under anassl@inno-solutions.info or visit www.inno-solutions.de)

*The Information comes directly from the manufacturer or provider and are validated (not guaranteed) up to date of creation of the posting.

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