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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!
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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