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BC Integration with Dataverse -Item -Product

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Posted on by Vlora

How to do field mapping that are option from BC to CRM with Dataverse.

I need to to sync Type field in Item BC with Field Service Product Type in CRM Product table,Direction::ToIntegrationTable

Both are option and they have deferent values.

I did synchronization but doesn't work.

Can anyone has experience with this. Please write to me.

Thanks in Advance

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Vlora 12 on at

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RE: BC Integration with Dataverse -Item -Product

Hi

The synchronization is right.

All fields that are synchronized from Item BC are going well to CE ,except field Type.

In BC Field "Type" in Item Table is enum with values

value(0; "Inventory") { Caption = 'Inventory'; }

value(1; "Service") { Caption = 'Service'; }

value(2; "Non-Inventory") { Caption = 'Non-Inventory'; }

whereas field "Field Service Product Type" is Option in"CRM Product" table with this values

OptionMembers = " ",Inventory,"Non-Inventory",Labour;

OptionOrdinalValues = -1, 690970000, 690970001, 690970002;

I have done field mapping with this two fields and Id doesn't work properly. It doesn't sent the properly value to CE.

I need to do Direction::ToIntegrationTable .

for example if I select type Inventory in my Item and than create than Synchronize that Item with Item in CE it doesn't inherit this value to "Field Service Product Type" field.

I want to now If anyone has the same issue like me

Thanks

Vlora
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Vaishnavi J 3,060 on at

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RE: BC Integration with Dataverse -Item -Product

Hi,

Could you please tell me which user performs the synchronization?

Is the D365 Sales admin account being used as the integration account? If so, this could be one of the reasons why items are not syncing properly.

You must create a valid user in D365 Sales with no admin rights and a separate Integration user account under whose credentials the integration is run.

If my answer was helpful to you, please verify it so that other users know it worked. Thank you very much
Vlora 12 on at

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RE: BC Integration with Dataverse -Item -Product

Hello Vaishnavi

Thanks for your answer

I need to send all Items that I have created or Insert new in BC to CE, also I have to sent Type value field as I have in bc to field service Product type to CRM Product Table CE.

I did Integration field mapping. "Type" Field in Item is Enum whether "Field Service Product Type" is Option and they have different value;

When I create new Item it doesn't send the properly value to CE. Also It doesn't work when i do synchronization.
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Nitin Verma 21,571 Moderator on at

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RE: BC Integration with Dataverse -Item -Product

Hi,

please check by going to the Integration Table mapping > field and there you can set the direction of each field. see the image.
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Vaishnavi J 3,060 on at

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RE: BC Integration with Dataverse -Item -Product

Hi,

In Table filter add the below condition

Uncheck this if you want to create record

If my answer was helpful to you, please verify it so that other users know it worked. Thank you very much