CRM and Business Central Integration changes the owner from a team back to a user on records

(0) Share

Report

Posted on by Community Member Microsoft Employee

Hello, we have an issue with an integration with CRM & Business Central.

I have a user team set up with two sales people called West Coast. When accounts are updated in Business Central the integration changes the user in Business Central back to the user name versus the team name. I am told there is no way to create a user team in Business Central the same as it works in CRM. The problem is that the user cannot see any records that are assigned directly to him since he belongs to the team. Does anyone have a suggestion on how to fix this? We can do a search and reassign the records to the team but this is not ideal. Someone suggested putting them in a new business unit instead of a team? Thoughts? Can we do a workflow or something to change the records back to the team when it changes to the user?