Small and medium business | Business Central, N...

Contacts as Customers

(5) Share

Report

Posted on by AXEON Man

1,075

I posted a similar question in the Dynamics 365 Integration Forum and have gotten no replies. We are a long-time Dynamics CRM on-prem customer (since 3.0). We recently migrated to online and are wanting to move to Business Central for our accounting because of the deep integration possible with Dynamics CRM (Sales and Customer Service).

My problem is with how customers are handled in BS vs Dataverse (Sales, CS, etc). We have both Accounts (businesses) and Contacts (people) as customers, probably 90% contacts vs accounts.

The Account table seems to sync easily with BC but I'm having a hard time understanding the Contact Sync and how that can allow our CRM/Dataverse contacts to be customers in BC without manual intervention and losing the integration that is so appealing.

Feedback and advice appreciated.

Categories:

Dynamics 365 Business Central

I have the same question (0)

All responses (7)

Answers (0)

KasparsSemjonovs 4,774 Super User 2025 Season 2 on at

Like (0)

Report

Hi,
haven't done integrations to CRM, so cannot fully answer the question, but the structure of Customers/Contacts in BC is following:

Customer table - this is the number to which invoices/payments and this customer contacts are linked.
Contacts - separate list of contact persons. You can have a Type Company to be as header under which You have all the contact cards from this one company. Company contact card is linked to the Customer card.

Also in Customer card You can indicate Partner Type = Company / Person - if You want to be able to easily filter out two types of customers.

So You should aim to synchronize your Account and contact list from CRM to the Customer list in BC. You can have different numbering here for both types and use the Partner Type = Company for the Accounts from CRM, and Partner Type = Person for the Contacts list from CRM.

Was this reply helpful? Yes No
Gerardo Rentería Ga... 25,236 Most Valuable Professional on at

Like (1)

Report

Hi, good day
I hope this can help you, and give you some hints.

How to Set Up Contacts in Dynamics Business Central

Best Regards
Gerardo

Was this reply helpful? Yes No
Suggested answer

AXEON Man 1,075 on at

Like (0)

Report

Thank you both for your information. I had discovered those things with available info on the subject and have concluded that the BC to Dataverse OOB connection is just not build to have customers as a table in BC sync with more than one table in Dataverse -which is Accounts and that makes sense.

I may try to use Virtual Tables or an OAUTH connection to pull some data from customers that are CRM contacts to their record in the future. For now, I'll focus on getting moved into Business Central from Sage 50 and getting the OOB integration working fully.

Maybe reading this will save someone else all the time I've spent looking for a solution that is not there OOB.

Thanks again.

Was this reply helpful? Yes No
Suggested answer

YUN ZHU 95,729 Super User 2025 Season 2 on at

Like (1)

Report

Hi, Maybe you can try Virtual Tables.

https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/powerplatform/powerplat-admin-reference?wt.mc_id=DX-MVP-5004336

More details:

https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/media/business-central-and-dataverse-integration.pdf

Thanks.

ZHU

Was this reply helpful? Yes No
Suggested answer

Suresh Kulla 50,245 Super User 2025 Season 2 on at

Like (1)

Report

Please check this link

https://stoneridgesoftware.com/how-to-connect-dynamics-365-business-central-and-dynamics-365-sales/

Was this reply helpful? Yes No
Suggested answer

Khushbu Rajvi. 20,579 Super User 2025 Season 2 on at

Like (1)

Report

If this helps: https://www.youtube.com/watch?v=bZ_NpCNLgw4

Was this reply helpful? Yes No
Vahid Ghafarpour 12,166 Super User 2025 Season 2 on at

Like (0)

Report

If any of the responses helped resolve your issue, please take a moment to mark the best answer. This helps others in the community quickly find solutions to similar problems.

To do this, simply click the "Does this answer your question?" button on the most helpful response and like the helpful posts. If your issue is still unresolved, feel free to provide more details so the community can assist further!

Thanks for being an active part of the Dynamics 365 Community!

Was this reply helpful? Yes No