Skip to main content

Notifications

Announcements

No record found.

Small and medium business | Business Central, N...
Suggested answer

Auto-coupling and Sync between Customers in BC & Accounts in D365 Sales Module

(0) ShareShare
ReportReport
Posted on by 873

Hello,

I am working on the synchronization process between BC & our D365 Sales Module to sync Accounts from Dataverse to BC and vice versa.

I started with setting up the dataverse connection setup and I was able to achieve that by following the below doc:

docs.microsoft.com/.../admin-how-to-set-up-a-dynamics-crm-connection

The main requirement that I want to achieve is the below:

  1. If an account was created in Dataverse, after the Job queue is executed on the customer table I want that account to be created in BC automatically and vice versa If I created an account on BC I want this account to be created automatically in dataverse.
  2. For the existing accounts I want BC to handle the coupling and not do setup anything manually. Example: If I imported 100k accounts to BC and these data should be synced to dataverse I don't want to do manual coupling for all the records.
  3. If an account was deleted from BC it should also be deleted from dataverse and vice versa.


What is the configuration that should be done to achieve these requirements based on what's included as OOB?

Can someone provide an example, documentation or a blog post, or a video to meet the above requirements?

Any help is highly appreciated.

Best regards,
EBMRay

  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels on at
    RE: Auto-coupling and Sync between Customers in BC & Accounts in D365 Sales Module

    Hello,

    Yes, you can indeed set the job queue to on hold and adjust the schedule to run within next minute. Or you can force the job queue to run in foreground (immediately). A temp job queue will be created and then deleted afterwards.

    More information about synch coupled records only can be found here:

    docs.microsoft.com/.../admin-manual-synchronization-of-table-mappings

    You can also synchronize modified records to start the synch independent of job queue schedule.

    Hope it answers the questions.

    Thank you.

  • EBMRay Profile Picture
    EBMRay 873 on at
    RE: Auto-coupling and Sync between Customers in BC & Accounts in D365 Sales Module

    Hello Samantha73 ,

    Thank you for your reply.

    If I unchecked the "Sync coupled records" it will not be needed to set up a manual coupling for the records? Is that mean if a customer was created in BC or from the Sales module and the job queue ran,  automatically the record will be created depending on the destination where it is created and it will handle so auto-coupling?

    I also read about the below documentation 
    docs.microsoft.com/.../admin-scheduled-synchronization-using-the-synchronization-job-queue-entries

    Can I force the job queue to run on demand when needed to make sure it is working instead of waiting for the set date/time?

    Sorry, I am asking a lot of questions but I am new to BC.

    Awating your response.

    Thank you,

    EBMRay

  • Samantha73 Profile Picture
    Samantha73 2,482 on at
    RE: Auto-coupling and Sync between Customers in BC & Accounts in D365 Sales Module

    For your questions you can look at a couple of fields in Integration Table Mapping screen :

    1. Untick Sync Coupled Records

    2. Resolve delete conflicts - uncouple

    When it comes importing records from configuration packages I have had inconsistencies as some of the tables triggers may not be invoked to auto couple

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

Congratulations 2024 Spotlight Honorees!

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December!

Congratulations to our December super stars! 🥳

Get Started Blogging in the Community

Hosted or syndicated blogging is available! ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,642 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,371 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans