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

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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

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 74,115 Super User 2024 Season 2 on at
    RE: D365 CRM Sync - Keys, Keys, whose got the keys... Looking for CRM key in Virtual Table

    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

  • Suggested answer
    Greg Enns Profile Picture
    Greg Enns 1,102 on at
    RE: D365 CRM Sync - Keys, Keys, whose got the keys... Looking for CRM key in Virtual Table

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

  • Suggested answer
    Bryan Tuttle Profile Picture
    Bryan Tuttle 20 on at
    RE: D365 CRM Sync - Keys, Keys, whose got the keys... Looking for CRM key in Virtual Table

    Any Idea how to expose this table to MS PowerAutomate?

  • Verified answer
    Greg Enns Profile Picture
    Greg Enns 1,102 on at
    RE: D365 CRM Sync - Keys, Keys, whose got the keys... Looking for CRM key in Virtual Table

    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.

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