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BC-CE Integration, sync a related field in CRM to proxy table

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Posted on by JacoB1234

Hi all,

I'm customizing the BC-CE integration with custom tables and fields. I was wondering if it's possible to sync a related field in CRM to the proxy table, so that I can sync this field to BC?
For example: in CRM I've a lookup field to the custom table Segment. I want to sync a field on the Segment table to Customer in BC. Is this possible?

Thanks in advance!

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Sagar Dangar, MCP 783 Super User 2025 Season 2 on at

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BC-CE Integration, sync a related field in CRM to proxy table

Hi,

Yes, it is possible.

You need to write program to add this maaping in integration table mapping.

You need add it on integration table mapping

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Mansi Soni 8,876 Super User 2025 Season 2 on at

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BC-CE Integration, sync a related field in CRM to proxy table

Hello,

Yes, it is possible to sync a related field from a lookup in Dataverse (CRM) to a proxy table and then to Business Central. However, since the integration engine syncs direct fields from the proxy table, you would first need to bring the related field's value into the proxy table itself. Once it's available as a standalone field, it can then be mapped to Business Central using the integration mapping. So, while indirect (lookup) fields aren’t synced automatically, this scenario can be achieved with some customization.

Regards,
Mansi Soni

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JacoB1234 84 on at

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BC-CE Integration, sync a related field in CRM to proxy table

Thanks for your help!

I tried adding the following to the proxy table, but the field is not being filled:

        field(111; Segment_name; Text[100])
        {
            ExternalName = 'tst_segmentid.tst_name';
            ExternalType = 'Segment;
            Description = 'Segment name';
            Caption = 'Segment name';
            TableRelation = "CRM Segment".tst_name;
        }

How can i add the field to the proxy table?

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Ramesh Kumar 7,511 Super User 2025 Season 2 on at

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BC-CE Integration, sync a related field in CRM to proxy table

Hi,

I hope below link can help you add the required tables

https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/administration/administration-custom-cds-integration?utm

https://yzhums.com/49260/?utm

Thanks

Ramesh

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Gerardo Rentería Ga... 23,574 Most Valuable Professional on at

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BC-CE Integration, sync a related field in CRM to proxy table

Hi, good day
I hope this can help you, and give you some hints.

Dynamics 365 Business Central and CRM (Sales) - Sync a Custom Field.

BC24: Manual integration mapping with Dataverse and Business Central - Discover Microsoft Business Central

Best Regards
Gerardo

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YUN ZHU 92,656 Super User 2025 Season 2 on at

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BC-CE Integration, sync a related field in CRM to proxy table

Hi, hope the following helps as well.

Dynamics 365 Business Central: Customizing an Integration with Microsoft Dataverse (Integrate custom tables)

https://yzhums.com/17065/

Thanks.

ZHU

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Khushbu Rajvi. 19,139 Super User 2025 Season 2 on at

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BC-CE Integration, sync a related field in CRM to proxy table

Hope this helps : https://www.bertverbeek.nl/blog/2024/03/07/bc24-manual-integration-mapping-with-dataverse-and-business-central/

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