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Hi community,
Im struggling with a topic thrown down onto me buy our invoicing team.
Situation:
We are using a modestly customized OOB solution - I am a self thought CRM admin in our company (cant code yet :( )
The invoicing team is working with customer invoices on an external service called Optima (Comarch). Later they have to redo the action an recreate the invoice inside the CRM so that the rest of our company can review all the data that is being used in dashboards, reports, view etc. As you can guess this is very time consuming.
Expected solution:
Cut this process in half, so that we can create the invoice in one of these, and have it migrated to the other (this also includes updating existing invoices when status changes).
What i tried:
I tried using the data connectors in power apps, created a gateway in dataverse (success), setup a dataflow with pointing to the right table (invoice in this case) (also a success).
The problem:
1. It seems that the data flow imports the same invoices over and over again (does not detect that they already exist in the system, so on my test run of 4 invoices with a refresh set to 1h, i ended up with 96 invoices after a day)
2. Mapping - Even to most of the fields in the invoice can be mapped, it does not even have the option to map the most important ones, like "Customer "(Account), "Currency" and "Price list" (all of these are lookup fields - is this the case here?) - without these such import are useless.
Any tips on how can I overcome this problem? Maybe there is a different approach? Please help out a noob
Thank you!
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