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Small and medium business | Business Central, N...
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Dataverse integration: sync all contacts

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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

  • Verified answer
    Marco Mels Profile Picture
    on at
    RE: Dataverse integration: sync all contacts

    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;

  • GER_Nico Profile Picture
    117 on at
    RE: Dataverse integration: sync all contacts

    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?

  • Samantha73 Profile Picture
    2,823 on at
    RE: Dataverse integration: sync all contacts

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

  • Suggested answer
    Vaishnavi J Profile Picture
    3,058 on at
    RE: Dataverse integration: sync all contacts

    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

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