Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Business Central forum / Account created from D...
Business Central forum

Account created from Dynamics 365 does not sync back Customer no assigned from Business Central

(0) ShareShare
ReportReport
Posted on by Trevor Bezzina 50

When an account is created in dynamics 365 and then pushed to business central through the integration the record in business central is given a customer No .  however this is not synced back to the dynamics 365 record.  

I have modified the integration field mapping to map the Business Central Customer no field to the Dynamics 365 Account Number field.  and when I force the synchronization or create the record from business central the field in dynamics 365 gets populated.

So with the above I can say that the field mapping has been done correctly however it seems that when the customer is created in business central it does not trigger a change back to dynamics 365 in order to update the mentioned field.  any clues on how this should be done ?

Categories:
Other
  • Verified answer
    ikoletic Profile Picture
    ikoletic 2,202 on at
    RE: Account created from Dynamics 365 does not sync back Customer no assigned from Business Central

    Correct, then the only way to do this is manually, either:

    - filtering all customers in BC with Last Modified By/Date and running Synchronize Now for selected customers, or

    - running Synchronize Modified Records from Integration Table Mapping for CUSTOMER mapping and deleting Synch Modified On Filter in Integration table mapping.

  • Trevor Bezzina Profile Picture
    Trevor Bezzina 50 on at
    RE: Account created from Dynamics 365 does not sync back Customer no assigned from Business Central

    Manual Sync works fine both ways and the account number gets copied into CRM but I need this to happen when an account is first inserted from crm to BC.  in other words some way to trigger back an update to CRM once BC assigns the account number.  it is not done by default since record would be modified by integration user which is ignored for sync

  • Suggested answer
    ikoletic Profile Picture
    ikoletic 2,202 on at
    RE: Account created from Dynamics 365 does not sync back Customer no assigned from Business Central

    Hi tbezzina

    Customer to account synchronization is bidirectional synchronization. By default, synchronization is triggered only between coupled records. What happens when you click Synchronize Now and choose direction is that BC customer and Account get coupled in the background. 

    Integration table mappings page contains a flag Sync Only Coupled records where you can control this. 

    You can read more about this here: https://docs.microsoft.com/en-us/dynamics365/business-central/admin-how-to-modify-table-mappings-for-synchronization#creating-new-records

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

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard > Business Central forum

Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans