Can contacts sync from CRM to Financials?

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Posted on by Xine

Hello. I'm still setting up Financials. I was able to sync CRM Accounts to Financials Customers; that was pretty exciting! However it did not pull over any contact information. Is there a video or article on this specifically? I'm coming up empty. If I can't sync a primary contact, is there a way to assign one of the CRM contacts to the Financials account card? It's probably simple and I'm missing it.

Thanks.

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Chris Bulson Microsoft Employee on at

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Hello,

Contacts should sync based on the following filters.

Microsoft Dynamics 365 for Financials contact filter: Type is Person and the contact is assigned to a company.

Microsoft Dynamics 365 for Sales contact filter: Contact is assigned to a company and the parent customer type is Account.

Thanks,

Chris
Xine on at

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I think I have that all correct, at least in CRM. As for Financials, I would if there was a contact to assign as a person.

I will include some screenshots of my test account.

The Financials contact does not show in the customer list view:

The CRM contact is assigned to a company/Account:

The CRM relationship type is Customer:

In Financials, if I open the account and click on the contact card list I only see the company

but there clearly is a contact in CRM. Two, in fact:

In Financials, when I search "contacts" I see that some contacts did in fact come over, but are not assigned to their respective companies. I can go through that 100 or so and assign them if I must. Most however, are like my test account and did not come over at all.

When I compare the contacts that are in the Contact search of Financials, with those that are not found there, I see no differences in the way they are in CRM, so I don't know why some would come over and some would not.

So step one is getting them all over. Step two is assigning them to their respective accounts. I thought it would all be part of the same sync. Any other thoughts?

Thanks again.