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Small and medium business | Business Central, N...
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BC - CRM Integration

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I have an integration between Nav2017 and CRM, we are upgrading to BC SaaS. There is a mod on the Customer that adds 3 fields, Team Code, CRM OwnerID Type, CRM Owner GUID. The mod allows a user to only populate either the salesperson code or the Team Code, which then populates the CRM OwnerID Type to be systemuser if salesperson code is entered or team if team code is entered, then the CRM Owner GUID is populated with the GUID from either Salesperson record or Team Record. then in the table field mappings we map the CRM OwnerID Type to OwnerIDType field 110, and CRM Owner GUID to Owner field 109. In Nav 2017 this is working fine, everything syncs in both directions. In BC it is working if the Salesperson Code is set and the CRM OwnerID Type is systemuser and CRM Owner GUID is Salesperson record GUID. But when a Customer has the Team Code populated, the CRM OwnerID Type is team and the CRM Owner GUID is the team record GUID , the sync says the record is modified and no errors occur, but the fields aren't actually changing, doesn't work in either direction. Any idea what could be the issue?
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  • Suggested answer
    Kamal Khakhkhar Profile Picture
    1,282 on at
    Hii there,
    in Business central some of changes on Base level is not possible as per like NAV, so please check the mapping IN NAV And BC.
    In BC SaaS CRM Integration mappings are more tightly bound. The table mapping needs to be explicitly updated to handle your custom Team Code → team GUID → CRM Owner flow.  
     
    so check the mapping and update it accourding .
     
    If you found answer mark it answer.
     
    Thank You.
    Kamal Khakhkhar.
  • Suggested answer
    Khushbu Rajvi. Profile Picture
    20,601 Super User 2025 Season 2 on at

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