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') Ã 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') Ã 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]
What would be the best approach to make step #2 work?
Kind regards
Sven V.