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365 CRM (Sales) Integration - Set Default Posting Groups for customers

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Posted on by Samantha73

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Hi All

We have bidirectional integration setup with Dynamics Sales. When the customer (account in 365 Sales) is created in Dynamics Sales, we would like to find a way to default mandatory fields and other key fields such as dimensions. Is there a way to do this using templates? It looks like template are useful when the integration direction from BC to Sales? How do others solve this problem?

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YUN ZHU 82,945 Super User 2025 Season 1 on at

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RE: 365 CRM (Sales) Integration - Set Default Posting Groups for customers

Hi, I agree with Inge.
You can specifies a configuration template to use when creating new records in the Dynamics 365 business table (specified by the Table ID field) during synchronization on the Integration Table Mappings page.

For example:

Hope this will help.

Thanks.

ZHU
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Inge M. Bruvik 1,025 Moderator on at

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RE: 365 CRM (Sales) Integration - Set Default Posting Groups for customers

Is this the template setup you are looking for?

docs.microsoft.com/.../admin-how-to-modify-table-mappings-for-synchronization
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S.Kawamura 1,524 on at

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RE: 365 CRM (Sales) Integration - Set Default Posting Groups for customers

In my case, I used Power Automate to fill default value for newly created Account on D365Sales/Dataverse.

I hope this helps you.

S.Kawamura