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BC Integration with Dataverse -Item -Product

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Posted on by 10

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

  • Vlora Profile Picture
    Vlora 10 on at
    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

  • Suggested answer
    Vaishnavi J Profile Picture
    Vaishnavi J 3,056 on at
    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 Profile Picture
    Vlora 10 on at
    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.

    pastedimage1656589590297v1.png

    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.

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,091 Super User 2024 Season 1 on at
    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.

    pastedimage1656587539743v1.png

    pastedimage1656587568272v2.png

  • Suggested answer
    Vaishnavi J Profile Picture
    Vaishnavi J 3,056 on at
    RE: BC Integration with Dataverse -Item -Product

    Hi,

    In Table filter add the below  condition

    pastedimage1656587042691v2.png

    pastedimage1656587023737v1.png

    pastedimage1656587058243v3.png

    pastedimage1656587078883v4.png

    pastedimage1656587092196v5.png

    Uncheck this if you want to create record 

    pastedimage1656587131016v7.png

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

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