web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Small and medium business | Business Central, N...
Answered

Dataverse integration: sync all contacts

(0) ShareShare
ReportReport
Posted on by 117

hi everyone,

can someone tell me how to sync all contacts of type "person" with the corresponding dataverse table. I thought it would be enough to adjust the table filters on the Integration Table Mapping page. But unfortunately that didn't change anything.

tablefilter.jpg

tablefilter_2D00_2.jpg

Thank you for your help and best regards
Nico

I have the same question (0)
  • Suggested answer
    Vaishnavi J Profile Picture
    3,096 on at

    Hi,

    Is there any condition on other system. As per the screenshot I can see you have added the filter on Integration Table Filter part as well. By default it is set as person in the Integration table mapping field.

    pastedimage1656950151709v2.png

    if you want to sync only the contacts with type person then  add the type field in the Table filter section

    pastedimage1656950091161v1.png

    If my answer was helpful to you, please verify it so that other users know it worked. Thank you very much

  • Samantha73 Profile Picture
    3,328 on at

    With the currenct OTB dataverse integration you can only sync contacts that re attached to a customer account

  • GER_Nico Profile Picture
    117 on at

    Is there a way to change that? Maybe with an AL extension?

    I have already figured out that the same filters are also in the code. For example, the buttons under "Dataverse" (Contact, Synchronize, Couling, etc.) appear as follows: 

    Enabled = (Type <> Type::Company) AND ("Company No." <> '');

    But where else does this query appear?

  • Verified answer
    Marco Mels Profile Picture
    Microsoft Employee on at

    Hello,

    To override this default behavior and allow synchronization of such contacts that do not have a parent customer, you need to add this subscriber in an extension and publish it to the environment (tenant):

       [EventSubscriber(ObjectType::Codeunit, Codeunit::"CRM Synch. Helper", 'OnGetIsContactBusinessRelationOptional', '', false, false)]

       local procedure HandleOnGetIsContactBusinessRelationOptional(var Optional: Boolean)

       begin

           Optional := true;

       end;

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the June Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 647 Super User 2026 Season 1

#2
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 447 Most Valuable Professional

#3
YUN ZHU Profile Picture

YUN ZHU 366 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Microsoft Training Manuals

Product updates

Dynamics 365 release plans