Skip to main content

Notifications

Announcements

No record found.

Small and medium business | Business Central, N...
Unanswered

How to couple and synchronize customer, item and unit of measure

(0) ShareShare
ReportReport
Posted on by 76
Hi, 
     Currently I'm integrating BC Online (Currency INR) with CRM (Currency USD). Completed the integration setup, Enabled the connection in Microsoft 365 Connection Setup. After the setup, in the Integration table mapping, Selected Customer table, enabled the buttons as shown below using match based coupling. Later Run Full synchronization. Like this I done for each and every table in integration table mapping. But, after all these steps, If I went to Customer Page or Item Page, I select One customer and tried to couple, sunchronize in CRM. I couldn't couple it. again and again getting message like /The Customer Record is not coupled to Dataverse/. 
 
    Also, If I create a quote or order in CRM, i can able to push those quote and Order to BC. But couldn't able to process those quote/order in BC. 
 
    I can able to create Invoice from the existing sale order in BC, and post it and synchronize that posted sales Invoice with CRM. I can bale to see that invoice in CRM,
 
    Issues I'm facing here is i cannot able to couple and synchronize the tables in the integration table mapping. How to do that? where I stuck and How to proceed further? Also why I'm unable to create quote or order from quote - dynamics 365 sales / order - dynamics 365 sales page? How to do that?  
    
    Please help me to find where I go wrong in the integration process. 
 
 
 
   

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,391 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,445 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans