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Small and medium business | Business Central, N...
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How to synchronize the CRM/dataverse account number to business central?

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Hi,

I need to automatically create BC customers from our CRM (Dynamics 365 online CRM)

but I need to send the account number to BC and use it as the customer number in BC.

so, for example,

 I create a customer in the CRM with the account number C1000, I want to use this number in business central too.

but nowhere I can see any option to map the CRM account number to the BC number.

I'm a developer, not an AL developer, I can use and customize a custom code if its required.

but for now, I'm not able to find some sample code to do that.

thanks for your help.

  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels on at
    RE: How to synchronize the CRM/dataverse account number to business central?

    Hello,

    I believe this is written here:

    docs.microsoft.com/.../marketing-synchronize-contacts-customers-vendors-bank-accounts

    Synchronization does work automatically if number series is defined, etc.  If you this is missing functionality, I would suggest you raise a product feature update via https://aka.ms/bcideas

    Thanks.

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