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How 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seems out of date and references videos which aren't on the page.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
Hi Matt,
As I recall it, with regards to Customers (as Business Central calls them) and Accounts (as Sales calls them), the flow of direction is thus:
Customers from Business Central are synched to Sales as Accounts initially; and subsequently, sync for update to the records can happen in any direction. And only Customers associated with Business Central salespeople who are mapped to Users in Sales are synced.
Customer in Business Central contain more data relevant to accounting and posting to the General Ledger than Sales does; and thus, when setting up the systems to work together, a best practice is to have Business Central the system of record for this table (or as Sales calls it, entity).
The first of your two links shows the direction of flow for the tables/entities that are synced between the two systems.
As for your comment on the currencies: the General Ledger Setup in Business Central is where the base currency is defined. In the US, we set it to USD. The Currency table in Business Central then lists all the additional currencies we may deal in and their exchange rates relative to the base currency in Business Central. This is why you are not seeing USD listed among the other currencies (it is the base currency). I have seen some end-users redundantly add USD as a currency, and set the exchange rate as 1 to 1. From a dollar and cents perspective, it will do no harm, but from a reporting perspective, you will see some transactions with no currency code, and others with a USD currency code. The system will think of a transaction in a foreign currency with an equivalent value to the base currency, so at the end of the day, your General Ledger will be just fine.
I agree that the documentation may not be as thorough as you'd like to be able to self-implement. There are areas of the system that are easy to DIY, and there are times when it will make sense to have your partner provide some training or a workshop to help you successfully configure and use a certain functional area. This is definitely one of those areas where working with your partner/trainer who has done this before can save you a lot of headache.
I hope this helps. If my response has answered your question, please verify by clicking Yes next to "Did this answer your question?"
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