Dynamics 365 Sales integration

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Posted on by Community Member

Hello,

Did anyone managed to synchronize custom fields between Dynamics 365 Sales and Business Central?

I managed to do all the settings for the integration, to sync accounts, articles etc. but we cannot add our custom fields (or other standard fields in addition to the default ones) in the Integration Field Mapping List.

Thank you

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Andy Sather on at

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RE: Dynamics 365 Sales integration

After some research, if we look through the documentation, where give example code on how to do this: docs.microsoft.com/.../administration-custom-cds-integration, It does look like you have to have a Primary ID.

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To connect a Business Central table record with a Common Data Service entity record, you create a coupling. A coupling consists of the primary ID, which is typically a GUID, from a Common Data Service record and the integration ID, also often a GUID, from Business Central.

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Terrance Morgan 515 on at

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RE: Dynamics 365 Sales integration

Integrating the applications lets you access data in Sales from Business Central, and in some cases the other way around. You can work with and synchronize data that both services have in common, such as customers, contacts, and sales information, and keep the data up to date in both applications.

For example, a salesperson in Dynamics 365 Sales can use the price lists from Business Central when they create a sales order. When they add the item to the sales order line in Dynamics 365 Sales, they can see the inventory level (availability) of the item from Business Central.

Conversely, order processors in Business Central can handle sales orders that are automatically or manually transferred from Dynamics 365 Sales. For example, they can create and post-sales order lines for items or resources that were entered in Dynamics 365 Sales as write-in products. For more information.

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Community Member on at

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RE: Dynamics 365 Sales integration

Thank you for your answer, but I think I haven't made myself clear on what my problem is.

I will try to be more specific.

Out customer has some custom fields created in Dynamics Sales on the product table. We created the same fields in Business Central in an extension for the Item table. Now, how do I map those custom fields? How do I add them on the Integration Field Mapping List below? (the list for the Item table of course, not the Contact as presented in this image). Because this page has the property insert allowed set to false.

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Community Member on at

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RE: Dynamics 365 Sales integration

We managed to solve this problem by creating an extension that adds from AL new record in the Integration Field Mapping List.

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