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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to manage Customer...
Customer experience | Sales, Customer Insights,...
Suggested Answer

How to manage CustomerId from foreign systems ? [Best Practice Enquiry]

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Posted on by Community Member

Hi Everyone, 

First as it is my first post here, I would like to start by thanking you, the community, in advance for all your futur help, and I hope being able to help some of you as well.  

I have an enquiry regarding the best practice to centralise the customerID from various different systems such as ERP, various Magento, Partner sites, Extranet, POS, Social and etc ? (i could easily end up with 30 foreign keys in some companies). Up to now on the previous CRM i was managing, I was implementing a Table called [ContactUniqueKeys] with a composite primary key [SystemCode,SystemContactID] composed of the unique identifier for the system and the Primary key of the contact of the named system.
I know that another solution is to propagate the unique CRMID into the other systems, but i found personally that it is sometimes challenging and not possible (EDI with partner for example).

I wanted to hear your opinion on what is the best practice nowadays? 

Thank you Guys, 
SooS 

I have the same question (0)
  • Suggested answer
    Marco.P Profile Picture
    Marco.P 2,405 on at

    Hi,

    How do you plan ti migrate those information? If i were you, i'd use a tool like kingsway soft and in case of a First migration(the record are not currently in the System) that's what i would do:

    • prepare some staging tables with information i Need
    • Create an optionset field to store source environment information
    • If source customerId Is a standard GUID, Just map this field to dynamics AccountId e ContactId 
    • Use overridden created on to store the original "createdon" information.

    I you already have those record in your dynamics, create a new field (hidden) and store the sourceId right there and use that field and the optionset as a alternate Key.

    Hope It Helps!

  • Marco.P Profile Picture
    Marco.P 2,405 on at

    Hi @SooS ,

    Any news? Did you decide to go ahead with it ?

    If you found the answer helpful for you or other readers, please mark as Verified.

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