Dynamics Community Forum Thread Details

Dual Write: Sync Contacts linked to Prospects?

Hey Guys!

Our customer is using Dual Write to sync data between CE and F&O. Prospects, Customer and Contacts.

When I check the out-of-the-box table maps for contacts I find 2 entries for the "CDS Contacts V2 (contacts)" table:

The difference between those 2 table maps is the CE filtering:

msdyn_contactforvendor eq true and msdyn_sellable eq false and msdyn_contactpersonid ne null à We are not intrested in syncing contacts to vendors
msdyn_contactfor eq 'Customer' and msdyn_sellable eq false and msdyn_contactpersonid ne null à This is the table map we're using

Is there anyone who has experience syncing contacts for Prospects? Is this even supported out-of-the-box? (as there is no table map for it)

Ideally what we want to do:

Create a Prospect in CE (= Account with Relationship type = 'Prospect') à Sync Account to F&O Prospect table [works fine]
Add a contact to that Prospect à Sync Contact to F&O [not synced currently because of the msdyn_contactfor eq "Customer' filter]
Convert the Prospect to a Customer (= Change Account Relationship type to 'Customer') à Prospect is converted to a Customer in F&O [works fine]
The contacts are synced to F&O for the Customer (= the ContactFor field is filled in (value 'Customer') using Power Automate) [works fine]