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How to change Product Unit Group

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Posted on by CU17101358-0

Hi all,

I've integrated Dynamics 365 Business Central with Dynamics 365 Sales, meaning that our item list from Business Central syncs with the product list in Dataverse.

Now I needed to change the Unit of Measure in Business Central because of company requirements and this works fine in Business Central.

However, the synchronisation with these products now fails because in CRM the Unit Group is not permitted to change once the Product has been created in CRM.

Is there a way to still be able to change the Unit Group in CRM?

Thank you in advance.

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Inogic 715 on at

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Hi,

Unfortunately, as per Dynamics 365 Sales platform behavior, once a product is created, the Unit Group cannot be changed. This is by design, as Unit Groups and their associated units are tightly linked to pricing and transactional consistency in CRM.

But you should not face any issues if you follow the steps and information provided below.

To ensure successful synchronization of products from Business Central to Dynamics 365 Sales (CRM), please confirm that table synchronization is enabled for the following Business Central tables and their corresponding Dataverse tables:

Business Central table CRM table

ITEM-UOM Unit

ITEM-PRODUCT Product

UNIT GROUP Unit Group

Whenever a new product (item) is created in Business Central, the system automatically synchronizes data from all three of the above tables to Dataverse. Specifically:

A corresponding Unit Group is created in Dataverse,

A Base Unit record is created (named after the Unit Group)

Additionally, Business Central:

Maps the Unit and Unit Group to the product in Dataverse,

Automatically sets the Default Price List to "Business Central Default Price List", and

Generates related Price List Item records accordingly.

Please refer the below screenshots which shows the details when a new product is synced:

For example, when the Base Unit of Measure is updated in Business Central (e.g., changed to “PCS” in our case), this change is reflected in Dataverse as follows:

The Default Unit of the product is updated to "PCS",

A new Price List Item is added reflecting this unit.

Please refer the below screenshots:

Therefore, the newly updated unit(i.e. PCS) is added to the Unit Group that is associated with the product in CRM.
Note: Ensure that the Business Central integration user has sufficient privileges in Dataverse to create and update records in the Product, Unit, Unit Group, and Price List Item entities.

Hope this helps.

Thanks!

Inogic

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CU17101358-0 46 on at

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@Inogic thank you for your response.

I know it is possible to change the Unit Group when the integration is set so that the Assignment of Unit Group is activated.

However, we initially setup the integration with D365 Sales without this Unit Group Assignment available. Now, around 5000 products between D365 BC and D365 Sales are synced, however I need to change the Unit of Measure of a lot of these products and in Business Central this is now problem. However, when these products are synced to D365 Sales, the sync fails because the unit of measure can not be changed in D365 Sales because the Unit Group can not be changed. Therefore I need to be able to change the Unit Group.

Is there no other way to accomplish this?

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