CRM Service Lines & F&O Dimensions

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Posted on by MClay

Hi all,

Does anyone have any best practice suggestions on aligning Service Lines/Service Line Items in D365 Sales with F&O Dimensions? It would seem to be logical that services selected on an Opportunity could auto-populate in F&O upon Opportunity close, but that doesn't appear to be the case. Has anyone implemented anything along these lines? Or made specific decisions to keep them separate?

Thanks!

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Sayen Zhang on at

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RE: CRM Service Lines & F&O Dimensions

Hi partner,

You can check field mapping in Opportunity form.

1. Sign in Power Apps and select an environment.

2. Select Advanced settings > Customizations > Customize the System > Entity > Opportunity.

3. Click 1: N Relationships and Select a relationship that related with service.

4. Check Mappings to see if exists a mapping with services.

Here is a reference link: Create entity field mapping in Dynamics 365 Customer Engagement (on-premises) | Microsoft Learn

Best Regards,

Sayen Zhang

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