web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Cannot manually couple...
Small and medium business | Business Central, N...
Suggested Answer

Cannot manually couple customer in BC to a Account in D365 Sales

(0) ShareShare
ReportReport
Posted on by NAV2BC02 218

I have the same customer in BC and CRM with the same account ID/Cust Code.  When I go to the customer card to couple the customer to CRM, I cannot find that Account in the "dataverse" field.  I do not want to create a new account in CRM because it already exists there, I simple want to couple both records together.  How can I do this without creating a new account in CRM?  Anything I can update in the BC tables to force the couple?

Thanks,
NAV2BC

Categories:
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,788 Moderator on at

    Hi,

    you can try as per below go to customer card.

    pastedimage1674613090100v1.png

    pastedimage1674613190586v2.png

  • NAV2BC02 Profile Picture
    NAV2BC02 218 on at

    I tried that but I do not see any of the values in the Integration Value column - see below:

    pastedimage1674613363909v2.png

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,788 Moderator on at

    Did you try this?

    pastedimage1674613449330v1.png

  • NAV2BC02 Profile Picture
    NAV2BC02 218 on at

    Yes, then system will create a duplicate account in CRM.  The account already exists in CRM and I want to link to BC now.  

    I ran a full sync to the customer integration tables as well.

    Suggestion to do that?   

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,788 Moderator on at

    Yes choose that account from the Lookup field.

    pastedimage1674613812338v1.png

  • NAV2BC02 Profile Picture
    NAV2BC02 218 on at

    I cannot find account when I select the lookup field.

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,788 Moderator on at

    Please share your Integration table mapping page.

  • NAV2BC02 Profile Picture
    NAV2BC02 218 on at

    Here is the mapping for customers:

    pastedimage1674614660957v1.png

  • NAV2BC02 Profile Picture
    NAV2BC02 218 on at

    Other fields in mapping table:

    pastedimage1674614803808v1.png

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,788 Moderator on at

    Can you Untick this field and try again?

    pastedimage1674614938095v1.png

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.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the February Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 2,055 Super User 2026 Season 1

#2
YUN ZHU Profile Picture

YUN ZHU 1,063 Super User 2026 Season 1

#3
Dhiren Nagar Profile Picture

Dhiren Nagar 1,014 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans