Use Configuration Templates to Create Contact Type: Person Customers via Integration Table Mappings

(4) Share

Report

Posted on by AXEON Man

1,075

In my quest to get CRM/Sales Accounts to create "Person" type contact card/customers in BC, I decided to try configuration templates.

With Customer Templates, in the "General" section in creating a new one, you can choose "Company" or "Person" and go from there. If you choose a template with the Contact Type "Person" when making a new customer, a customer is made and a Contact Card as a person is attached. It works great.

So, since Microsoft added Configuration Templates to the integration table setup and sync process, it seemed to me I should be able to leverage this to get my wish.

I created a Config Template with the following settings (notice the last line):

I applied it to the Table Config Template options in the Integration Table Mappings like this:

It's filtered to apply on a choice field from CRM/Sales and all of those lines in the config apply properly when I create a BC Customer from a Sales Account except for the "Contact Type" -it still creates a Company Contact Type -not a Person.

This should work. What is the mysterious mechanism that makes Customers have a Company Contact Card or a Person Contact Card?

Categories:

Dynamics 365 Business Central

I have the same question (0)

All responses (5)

Answers (1)

Suggested answer

Jainam M. Kothari 15,639 Super User 2025 Season 2 on at

Like (3)

Report

Hello,

In Microsoft Dynamics 365 Business Central, the mechanism that determines whether a Customer has a Company Contact Card or a Person Contact Card is based on the Contact Type field in the Contact Card page. When creating a contact, you can specify whether it is a Person or a Company. This distinction is crucial because it affects the available fields and actions for the contact. If the integration from CRM/Sales is not correctly setting the Contact Type, it may be due to the mapping configuration. Ensure that the mapping for the Contact Type field is correctly set to reflect the desired type (Person or Company) during the integration process.

https://learn.microsoft.com/en-us/dynamics365/business-central/marketing-contacts

https://learn.microsoft.com/en-us/dynamics365/business-central/marketing-create-contact-companies

Was this reply helpful? Yes No
AXEON Man 1,075 on at

Like (1)

Report

Jainam-

Thank you. When the contact comes from CRM, it set the Contact type correctly. I'm trying to get the synchronization to create a Person contact when the Account is sync'd.

What I discovered is that my Configuration Template successfully sets the Contact Type field in the new BC customer as "Person" but still creates a "Company" type contact card.

Here are two test companies created with the config template -they set the field properly so it is in fact working -something I didn't realize. That appears to be an information field only since it didn't prompt BC to make a person contact card, but a company one.

Here is the contact card it made -a company one.

So, I'm going to try syncing with the Contact and Account already in CRM/Sales to see if that sets them up correctly.

Was this reply helpful? Yes No
Verified answer

AXEON Man 1,075 on at

Like (1)

Report

OK, I'm going to consider this resolved.

Creating the Configuration Template and applying it to the import from Dataverse to BC let me set the Contact Type field to "Person" vs "Company". I also set the posting groups and such at that stage so all my reporting will delineate between B2B and B2C work.

I don't care what Contacts Cards are made as they have no bearing in our workflow. We do all customer communication via CRM so all I need is the Customer entity in BC.

I have an on-demand workflow that creates a parent Account in CRM/Sales linked to the Contact. We just then click "Open In Business Central" and voila, we have the Customer linked, labeled as Company or Person based on the field I set up in Dataverse (I used the Category Column because it was unused and was included in the OOB extension) and invoice from there.

I hope this helps someone in the future.

Was this reply helpful? Yes No
Suggested answer

YUN ZHU 95,729 Super User 2025 Season 2 on at

Like (1)

Report

Hi, Just adding some information:

Dynamics 365 Business Central: Automatically create contacts when creating customers/vendors/bank accounts

https://yzhums.com/21949/

Thanks.

ZHU

Was this reply helpful? Yes No
AXEON Man 1,075 on at

Like (1)

Report

This is true, Yun Zhu, but I wanted it to create "person" or "company" contacts based on if the Account from Sales/CRM was a person or a company. This appears to not be possible without extensive customization.

Contacts are not a requirement and as far as my research showed, you can delete the Contact Cards in BC without negative impact on working with Customers.

They are an "extra" as I see it, more for those using BC as a basic CRM tool and we already have one.

So, Customers in BC labeled as "Person" or "Company" for organizational purposes sync'd to Accounts in Dataverse works for my needs.

Jason

Was this reply helpful? Yes No