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ReportHow do I create coupled accounts from Sales to BC when BC has no existing contacts, accounts, or anything other than sales people?
The contacts, opportunities, and salespeople are synced and coupled. The accounts are synced, but not coupled, so no accounts are available in BC. Only some products and and unit groups are coupled. The US Dollar isn't coupled because BC only lists CAD, EUR, and MXN, not USD??
We have been using Dynamics 365 Customer Engagement and have many accounts, contacts, etc. entered.
We acquired Business Central recently with the goal of purchases created in Sales flowing through to BC for invoicing and payment. This has turned out to be much more difficult than anticipated.
We don't have an existing financial software we can import accounts from. We want to automatically create them in BC from Sales data. How can we do this?
https://docs.microsoft.com/en-us/dynamics365/business-central/marketing-integrate-dynamicscrm doesn't provide nearly enough detail.
https://community.dynamics.com/business/b/dynamics365financialssupport/archive/2017/04/04/dynamics-365-for-sales-crm-initial-setup-and-synchronization-with-dynamics-365-for-financials seems out of date and references videos which aren't on the page.
A detailed walk-through with videos of the current process in BC would be very much appreciated.
Matt
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