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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Dataverse -> BC Int...
Small and medium business | Business Central, N...
Suggested Answer

Dataverse -> BC Integration

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Posted on by Gurnek Uppal 15

Hello to All,

I have setup the integration between D365 Sales and Business Central successfully.  Creation and updates of accounts is working fine between the two systems however when i deactivate an account in D365 Sales this does not update the Customer in Business Central.  I am using the OOTB functionality.  

I was just wondering what should happen to teh Customer record through the integration when we deactivate/reactivate an account in D365 Sales.

Please accept my apologies if i have posted this on the wrong forum.

Look forward to hearing from you all. 

Kind Regards

Gurnek

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  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels on at
    RE: Dataverse -> BC Integration

    Hello,

    Is there a way to deactivate a customer in Dynamics 365 Business Central apart from setting the status to Blocked. I assume you do not want to synch inactive customers to Dynamics 365 Business Central. Out of the box it will synch via full synchronization. But you can maybe setup a filtering:

    community.dynamics.com/.../757150

    Thanks.

  • Suggested answer
    Greg Enns Profile Picture
    Greg Enns 1,106 on at
    RE: Dataverse -> BC Integration

    First thing you need to decide is what you want the system to do in BC with an Inactive account. The only OOB method is the Blocked field as Marco mentioned. Set this to "Blocked::All" and you essentially block any documents from being posted against the Customer.

    Then to make the integration do this, you'll need to do some customization on either the D365 Sales side or the BC side.

    Customize the BC Side:  You can write code to subscribe to an event during the sync process and then if the account is inactive, mark the Customer as blocked.

    OR

    Customize the Sales Side: You could create an option field called "Blocked" in the Account table with values that match the BC side. Use a Workflow to update this field during any Status changes. Then in the BC Field Mapping, map this new field to the BC "Blocked" field.

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