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Customer experience | Sales, Customer Insights,...
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Dynamics 365 ERP and CRM Integration - Mapping a multiple-key ERP table to a crm entity

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Greetings,

In our current project we are trying to integrate Dynamics Business Central (ERP) with the online CRM. Most precisely we want to synchronize a custom ERP table (let's say TaxOffice) with two primary key fields (Code, Name) with an entity in CRM (let's call it new_crmtaxoffice). Mapping TaxOffice.Code(Text) with new_crmtaxoffice.Id(GUID) and TaxOffice.Name(Text) with new_crmtaxoffice.new_Description(Text) does the trick and couples the records between those two applications. So far so good.

The problem lies when another ERP table to be integrated (table Customer) has a lookup field to TaxOffice. When we are trying to map an ERP Customer with a CRM Account, the process for the field TaxOffice can't find the respective record in entity new_crmtaxoffice in CRM. We can't exactly understand how the Customer's mapping for that field should be to be honest. The ERP seems to match the records with the primary key and it doesn't work when the table has not a single field as a key. Any suggestions? What do we miss, or we should check? Any ideas?

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