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Suggested answer

Number series

Posted on by 27
Hello,
 
We are having an issue where we have 5 D365 BC online companies in which we are wanting to sync data across. Specifically, contact records. As it stands, the process is this: Customer/Partner accounts get created in D365 CRM, we have a Power Automate flow to replicate that data across all BC companies. That works fine. The issue we are running in to is when the Customer/Partner accounts are created, by default a Company Contact is created. Not a big deal, but when a Vendor, Bank, or Employee record gets created, it throws our number series out of sync. The end users don't want to sync that data across all BC companies (vendor, bank, emp), just the Customers/Partners and their Contacts. We've tried a few different approaches, but in the end the Company Contact that gets created continues to be a thorn in our side. If anyone has any insight on best practices, ideas, implementations they've done, I'm more than happy to listen. Thanks. 
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  • YUN ZHU Profile Picture
    YUN ZHU 64,086 Super User on at
    Number series
    How about manually creating a contact and then associating it to the customer?
     
     
    Thanks
    ZHU
  • swebb111 Profile Picture
    swebb111 27 on at
    Number series
    @Yun Zhu, 
     
    You are correct, however, this seems to create orphaned contacts that I cannot relate to customers. What impact(s) does this have on invoicing, reminders, notifications, etc? That is what these contacts are for.
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 64,086 Super User on at
    Number series
    Hi, You can actually turn this feature off.
    Dynamics 365 Business Central: Automatically create contacts when creating customers/vendors/bank accounts
     
    Hope this helps.
    Thanks.
    ZHU
  • swebb111 Profile Picture
    swebb111 27 on at
    Number series
    I forgot to mention one key element to all of this, we have the power automate flow write back the BC number to CRM. We want our CRM to be our source of truth.
  • swebb111 Profile Picture
    swebb111 27 on at
    Number series
    @Valentin Castravet,
     
    The issue is that, as far as I can tell, all contacts are treated/numbered from the same number series, whether it is a customer/partner contact, vendor contact, etc. as defined under the Marketing Setup.

     
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 7,109 Super User on at
    Number series
    What about having a different number series for the customers/partner contacts? Since you're using power automate to sync these perhaps in the flow you can select which number series to use? 
     
    And then all other records (vendor, bank, employee) would use a default number series. This way you have a number series for data you sync and a number series for all other data. 
     
     
     

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