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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / When Create Customer i...
Small and medium business | Business Central, N...
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When Create Customer in Business Central and try to sync in Sales 365(CRM) but "Relationship Type" field sync blank not customer also other fields value sync.

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Posted on by Janak Dangar Ahir 40

Hello Expert, When Create Customer in Business Central and try to sync in Sales 365(CRM) but "Relationship Type" field sync blank not customer also other fields value sync.

Scenario : Create new Customer in Business Central and try to sync in D365 Sales(CRM) so "Relationship Type" field in Sales sync blank value not customer and other fields sync as per requirements same during Vendor. 

More understanding issue add screen short :

pastedimage1671209975044v1.png

pastedimage1671210134482v2.png

So in "Relationship Type" not get value as a Customer.

Categories:
Dynamics 365 Business Central
  • Suggested answer
    Mohana Yadav Profile Picture
    Mohana Yadav 61,252 Super User 2026 Season 2 on at

    you can check what fields are mapped by opening the page like below.

    If you want new fields to sync then you have to extend the Integration

    https://yzhums.com/17065/

    pastedimage1671249849442v1.png

  • Janak Dangar Ahir Profile Picture
    Janak Dangar Ahir 40 on at

    Thanks Mohana for quick response

    I know fields mapping required If we required more fields mapping, but its standard integration for Customer and Vendor to Account so in that case not add field integration.  

  • Mohana Yadav Profile Picture
    Mohana Yadav 61,252 Super User 2026 Season 2 on at

    but its standard integration for Customer and Vendor to Account so in that case not add field integration.  

    Sorry.. I didnt get above part.

  • Suggested answer
    S.Kawamura Profile Picture
    S.Kawamura 1,532 on at

    Hi,

    I have traced your scenario in the newly created environment.
    pastedimage1671374214777v1.png

    Unfortunately, in my environment, Customer was set for Relationship..

    pastedimage1671374239589v2.png

    I think default set up will set "Customer" in Relationship field. So, please try to initialize settings below:
     1) Redeploy Integration Solution
    pastedimage1671374460813v3.png

     2) User Default Synchronization Setup
    pastedimage1671375310221v4.png

     3) Reset Transformation Rules
    pastedimage1671375400679v5.png

    I hope this helps you.
    S.Kawamura

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