Having used Dynamics CRM since 3.0, I am trying to wrap my head around what I just figured out.
Once you sync BC and Sales, you adopt the Business Central means of defining what an account (Customer) is and what a contact is.
In CRM/Sales/Dataverse, an Account is an entity, a company or organization but Contacts are people, both are customers.
In Business Central, Customers and Contacts are separate entities, and you can only invoice and quote Customers, not Contacts.
As a result, BC syncs Customers with Accounts in CRM, Contacts in CRM are not regarded as customers in BC.
So, when I sync a Contact from CRM to BC, then add a customer card to that contact, it creates a Customer (Account I. CRM terms) that is synced back to CRM so I now have both a Contact AND an Account record with the Sam information in CRM as well as BC.
This is going to take a while for me to get my head around. Coming from a CRM background, so much of my customizations are built on what and Account is and what a Contact is, this will take time.
There is no questions here -just maybe info for anyone searching this up in the future. If any of you have dealt with this and have any advice, I would appreciate hearing it.
Not pleased.
