Dynamics Community Forum Thread Details

Qualified Lead Accounts & Contacts Not Syncing from CRM to BC

Hi Everyone,

I am currently working on the integration between Dynamics 365 Sales CRM and Business Central.

The synchronization Job Queue is running successfully every 5 minutes. However, when I qualify a Lead in Dynamics CRM, the qualified Lead records (Accounts and Contacts) are not getting created in Business Central.

Additionally, I noticed that the CRM Account data is also not getting stored in the mediator table in Business Central (Account Dataverse table).

The Job Queue continuously shows “1 Unchanged” every time, and no records are being created in BC.

At the same time, if I create an individual Contact or Customer directly in CRM, the synchronization works properly and records are successfully created in BC.

So currently, the issue only occurs with records created through Lead Qualification.

Does anyone know why the qualified Lead (Accounts and Contacts) records are showing as “Unchanged” instead of syncing to BC and why the data is not getting inserted into the Account Dataverse mediator table?

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Categories:

Dynamics 365 Business Central

Hello,
This usually means the records created by Lead Qualification do not meet the BC integration mapping/filter rules, or BC is set to sync only coupled records. In Business Central, check Integration Table Mappings for CUSTOMER / CONTACTS / Dynamics CRM Account and verify: Sync. Only Coupled Records is not blocking new records, the sync direction allows From Integration Table / Bidirectional, and the Integration Table Filter does not exclude qualified-lead-created Accounts/Contacts. Microsoft notes that new Dataverse rows are only created in BC when the mapping allows uncoupled records to create destination records; otherwise the job can run successfully but show unchanged/skipped behaviour. Also compare a CRM Account created manually versus one created from lead qualification: fields like account type/customer type, required template fields, owner, company id, status, or custom filters may differ, so BC sees the qualified Account but does not consider it eligible for the CUSTOMER mapping.
Regards,
Oussama Sabbouh

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