BC and CRM integration

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Posted on by Pushparaj

HI Experts,

I integrated BC with CRM in a Standard way.

I actually want to create Sales Order From CRM to BC.

It is working Perfectly. But only the Dates(Posting Dates,Order Date,Due Date) in business central is not Updating , BC actually get the posting Date from Working Date.

is there any way that i can mention the date in Sales Order in CRM and get the same date as a Posting date in BC?

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Dynamics 365 Business Central

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Suggested answer

Nitin Verma 21,696 Moderator on at

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RE: BC and CRM integration

Hi,

Posting Date mapping is not available as per standard system. You can try Table config. Template code field in Integration Table mapping page otherwise you need to create a custom mapping through code.

Thanks.

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Pushparaj on at

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RE: BC and CRM integration

Hi Nitin ,

Thanks For the quick reply.

Is there any documentation or tutorials related to those Solutions?

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Marco Mels on at

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RE: BC and CRM integration

Hello,

This is what we have in our docs:

learn.microsoft.com/.../administration-custom-cds-integration

There may be a similar posting for integration with the Sales part.

Thank you.

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Greg Enns 1,106 on at

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RE: BC and CRM integration

This would be a custom field mapping which is added with code. The link that Marco shared gives details on how to do that. Here is a quick summary of the steps:

Add the custom field in CRM.

Use the altpgen.exe tool to get an updated definition of the CRM table into BC.

Create custom field mapping code by subscribing to these 2 events (or others similar to them):

[EventSubscriber(ObjectType::Codeunit, Codeunit::"CDS Setup Defaults", 'OnAfterResetConfiguration', '', false, false)]
[EventSubscriber(ObjectType::Codeunit, Codeunit::"CRM Integration Management", 'OnBeforeHandleCustomIntegrationTableMapping', '', false, false)]

In the "Integration Table Mapping" page, select the mapping you want to update and then click "Use Default Synchronization Setup" to trigger a reset to base settings, and to trigger the "CRM Integration Management" event above.

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