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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Dataverse (CRM) Sync- ...
Small and medium business | Business Central, N...
Suggested Answer

Dataverse (CRM) Sync- Auto Create Customer in BC

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Posted on by Samantha73 3,299

Hi All

We are using Dynamics Sales to enter customers (Accounts) and want to automatically create a new record in BC.  The customer record is not created automatically, however if we click on the 365 Sales link (open coupled customer in BC) then it will create a coupling and updates will be synched. Have checked the filters and the account is active (only filter by default). Any other screen to check except below:

integration-table-mapping-cust.png

integration-table-mapping-cust-coupling.png

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  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels Microsoft Employee on at

    Hello,

    The synch only coupled records is not activated so this scenario should work. Does the automatic sync work for contacts or some other entities?

    Thanks.

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