I've been working with Business Central for 8+ years now and am currently working on my first solo D365 integration project. My client is getting ready to launch Field Service, but we have hit a bit of a snag with the way the integration handles addresses. In BC our customers "Bill-To" address lives on the customer card and the "Ship-To" address lives in it's own table. In this particular business the majority of customers bill to a location that doesn't represent the physical service location. The functional location system in field service would work perfectly, however I cannot seem to figure out how to get the records into D365 through the integration. I can map the tables manually in BC but because CRM doesn't use Customer numbers as a primary key, I'm at a loss for how to get that data linked to account records in CRM. Any help would be greatly appreciated.
Sorry for the novice question, but this is my first time branching out into the CRM world from being very much in the BC functional weeds.
Hi there! Good morning, evening, or afternoon - depending on where you are :) Hope you are well today!
Apologies if you've already tried or thought of this:
- Initial data integration could grab the GUID from CRM after being created and store back in BC for a solid linking between the two systems
- Any new BC accounts which are created, since GUID is not present - will create the record in CRM and as a step --- link back CRM GUID to BC custom field
- This way, if the accounts are UPDATED in BC, since GUID is present -> will identify the exact record in CRM to update vs creating duplicates
Just a thought - hope this helps some!
Was this reply helpful?YesNo
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
6
Share
Report
All responses (
Answers (
