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ReportHow to know which company does my account base belongs to.. as we have 2 companies
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How to know which company does my account base belongs to.. as we have 2 companies
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That means that the value from NAV and the value from CRM for the records that should match and are not matching are different. It is possible that this is due to spaces after the name for example. We had to use a lot of RTRIMs in our SQL statements when importing from GP, since the lookup controller will not see "AccountName" and "AccountName " as being the same.
You will need to add a Lookup component that will query CRM. Since you are using CRM 2013, this is pretty straight forward.
Make sure that you have a connection to the CRM database server.
After reading the data from NAV, there should be some field that you decide will be your key field to search for.
Create a lookup component, set the source to the CRM database, and enter a query to retrieve the accounts (with accountid field and accountname/accountnumber fields). There is where you are doing the match.
From the lookup component, you have two results - Match and No Match. The ones that match will go to update a record, the ones that don't match will create a new record.
See sample SSIS package screenshot on similar type of scenario (this is from GP, but logic is more or less the same).
The first screenshot takes the data from GP into staging table and updates if this is a New record or existing record
The second screenshot takes the data from Staging table to CRM, checks if record exists, and runs an Upsert option on CRM Destination Component.
You can probably merge the logic of both into one solution, and not need both. We need staging in our case, as not all the data goes into CRM.
How are you updating the records from NAV to CRM? SSIS, Connector?
You should have some match field in the Company/Account entity that will verify if it's an update or a create action.
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