Dynamics Community Forum Thread Details

Data Retrieval Issue When Creating a New Customer in Dynamics 365 F&O

The Problem:

When creating a new customer in Dynamics 365 Finance and Operations, the Inserted event on the CustTable table is triggered. This event calls code that retrieves customer data (phone number, email address, fax number, address) and sends it to an external CRM system.

Current Behavior:

In the case of creating a new customer, the additional data (phone, email, fax, address) arrives empty in the CRM system.
In the case of updating an existing customer, all data arrives correct and complete in the CRM system.

I tried it : I attempted to resolve the issue by adding a delay (using the `sleep()` function) before executing the data retrieval code, but this approach did not work, and the contact data (phone, email, fax, address) still arrived empty when creating a new customer.

The Question:

Why do contact data (phone, email, fax) and address data arrive empty when creating a new customer, but arrive correctly when updating an existing customer, even though the same data retrieval code is used in both cases?

Categories:

Dynamics 365 Finance

You can't expect strangers on internet to identify where your solution fails, especially if you don't share information about the design of your solution. Instead, you'll need to do some work on the problem isolation, because knowing just that the final result isn't correct clearly doesn't tell you what to fix.

If I was you, I'd first check the places where the data leaves F&O and where it enters the other system. This will tell you where to look for the problem. If wrong data is sent, you need to check your logic preparing the data in F&O (and you can ignore the whole CRM and the communication with it, because the problem doesn't lie there). Similarly, if you know that you receive correct data in the CMR but it's not persisted correctly, you can take F&O and the communication out of question, because the problem is somewhere in F&O. And if you found that the data is sent correctly but didn't reach CRM, you'd need to check the communication channel in between.

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