web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Small and medium business | Business Central, N...
Answered

D365 CRM Sync - Keys, Keys, whose got the keys... Looking for CRM key in Virtual Table

(0) ShareShare
ReportReport
Posted on by 22

I have to say really loving the Dataverse Virtual Tables. But a HUGE miss is the associated CRM GUID aka Primary Key.

Use Case\Story


I am wiring up CRM to BC by pushing Completed Invoices to BC directly from CRM. Not wanting to complicate the system with Sales Orders (I know this works OOTB) but CRM delivers a higher quality Invoice with Grouping, and custom pricing than BC can (there's a lot happening in the background, Azure function/PowerBI,Flow Logic and Canvas Apps deployed to the field)

Ok back on point. The Goal is to push a CRM Invoice to BC. So using PowerAumate I have triggered on CRM Invoice Add/Mod and the flow creates the BC Sales Invoice. Next is the difficulty. That is having to take a CRM Product Item, go into BC based on Display Name (terrible idea) lookup the Item ID for every line item. Then do the same thing for Item UOM each line item

All of those unecessary lookups back to BC could be avoided by simply putting the CRM ID into the Dataverse BC Item table (and the same for the Item Unit of Measure).

Since BC is ALREADY sync'ing the item with CRM product somewhere somehow BC knows the items CRM primary GUID key.

Where is it and how can I get this into the BC Virtual Table

I have the same question (0)
  • Verified answer
    Greg Enns Profile Picture
    1,122 on at

    I have not worked with virtual tables, but the BC-CRM/CDS integration uses the CRM Integration Record table to record which CRMID is linked to which BC SystemID. If you're looking for items that are coupled, then filter to table 27 in there.

    If you're doing everything custom, I would still recommend utilizing that table to hold this data for you.

  • Suggested answer
    Bryan Tuttle Profile Picture
    22 on at

    Any Idea how to expose this table to MS PowerAutomate?

  • Suggested answer
    Greg Enns Profile Picture
    1,122 on at

    Did you try this:  community.dynamics.com/.../power-automate-for-custom-table

  • Suggested answer
    YUN ZHU Profile Picture
    102,590 Super User 2026 Season 1 on at

    Hi, hope the following can give you some new hints.

    Customizing an Integration with Microsoft Dataverse (Integrate custom tables)

    https://yzhums.com/17065/

    Thanks.
    ZHU

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the June Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 580 Super User 2026 Season 1

#2
YUN ZHU Profile Picture

YUN ZHU 462 Super User 2026 Season 1

#3
Grigorios Mavrogeorgis Profile Picture

Grigorios Mavrogeorgis 272 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Microsoft Training Manuals

Product updates

Dynamics 365 release plans