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Microsoft Dynamics 365 | Integration, Dataverse...
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Dual Write: Sync Contacts linked to Prospects?

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Posted on by 112
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: 
  1. Create a Prospect in CE (= Account with Relationship type = 'Prospect') à Sync Account to F&O Prospect table [works fine]
  2. Add a contact to that Prospect à Sync Contact to F&O [not synced currently because of the msdyn_contactfor eq "Customer' filter]
  3. Convert the Prospect to a Customer (= Change Account Relationship type to 'Customer') à Prospect is converted to a Customer in F&O [works fine]
  4. The contacts are synced to F&O for the Customer (= the ContactFor field is filled in (value 'Customer') using Power Automate) [works fine]

What would be the best approach to make step #2 work? 
 

Kind regards
Sven V. 

 

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