Accounts are not syncing From CRM To Dynamics 365 Business Central?

(0) Share

Report

Posted on by Ramakanta

2,715

Hello All,

Today i did the default mapping setup for Microsoft Dynamics 365 Connector , i am successfully test all the entity integration(Accounts,Products etc) from Dynamics 365 Business Central CRM but my Accounts are not syncing From CRM To Dynamics 365 Business Central Customers.I did checked all the connection settings all looks good and also i am not getting error or message in the Sync Job Log

I have done below checks but no luck

1. Search for and open the Microsoft Dynamics CRM Connection Setup page. In the ribbon, click on the Integration Table Mappings button. In the Integration Table Mappings page, locate the line with Name/Table value of CUSTOMER/Customer. Ensure that the far right column (Synch Only Coupled Records) is unmarked.

2. In CRM, for each Account that you wish to synchronize, the Relationship Type field value must be Customer. This field is not included in the Account page, by default. It must be added to the page.

3.Added all fields in Account Form required for Integration Mapping

Categories:

Data Migrations

I have the same question (0)

All responses (7)

Answers (0)

Community Member on at

Like (0)

Report
Copy link

Link copied!

When you integrate Common Data Service with Business Central, you can decide whether to synchronize data in selected fields of Business Central records (such as customers, contacts, and sales people) with equivalent records in Common Data Service (such as accounts, contacts, and users). Depending on the type of record, you can synchronize data from Common Data Service to Business Central, or vice versa.

Synchronization uses the following elements:

Integration table mappings

Integration field mappings

Synchronization rules

Coupled records

When synchronization is set up you can couple Business Central records to Common Data Service records to synchronize their data. You can start a synchronization manually, or based on a schedule. The following table provides on overview of the ways you can synchronize records.

Was this reply helpful? Yes No
Hedi Daneels 487 on at

Like (0)

Report
Copy link

Link copied!

Hi,

I have the same problem. It will only sync if i modify the record first in the CRM.

Anyone else found a work around?

I cannot even sync to a new table...

Cheers

Was this reply helpful? Yes No
aluzaja178 102 on at

Like (0)

Report
Copy link

Link copied!

Hi Team,

Is there any luck here ? I am also facing the same issue. Have performed all the checks mentioned above. But no luck

Thanks.

Was this reply helpful? Yes No
Marco Mels on at

Like (0)

Report
Copy link

Link copied!

Hi Ivan,

I think the job queue does not pick up the changes hence no synch / hence no error. In support we have seen this before, but we do not have a consistent repro. It does look like it depends how you create the customer in CRM (with or without a contact assigned to it).

I did ask RK to also check with what account he is using to create the customer in CRM (should be different from what is defined on the connection page in BC). I think there is another forum thread started with the job queue OnHold scenario that I was able to answer.

Maybe it is best if RK contacts Microsoft Support and file a ticket for further analysis. We would love to obtain a consistent repro so that we can further handle it (or send the ticket your way requesting for a fix).

Thanks.

Was this reply helpful? Yes No
ikoletic 2,202 on at

Like (0)

Report
Copy link

Link copied!

In Job queue entries, find CUSTOMER Integration Job, select it and click, Log entries.

do you have any errors there?

Was this reply helpful? Yes No
Ramakanta 2,715 on at

Like (0)

Report
Copy link

Link copied!

No I am not getting Error,I am able to sync CRM Account with an Empty Customer in BC Manually,but the same thing is not happening with synchronization Job,Yes i have have salespeople mapped to users in D365 Sales (CRM).

Was this reply helpful? Yes No
ikoletic 2,202 on at

Like (0)

Report
Copy link

Link copied!

Hi RK,

Do you see any error in Coupled Data Syncrhonization Errors page?

Do you have salespeople mapped to users in D365 Sales (CRM)?

Was this reply helpful? Yes No