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

(0) Share

Report

Posted on by NAV2BC02

101

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:

Business Central

All responses (13)

Answers (0)

NAV2BC02 101 on at

Like (0)

Report

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

I cannot delete because there are sales orders and quotes against account in CRM.
Suggested answer

Nitin Verma 21,091 Super User 2024 Season 1 on at

Like (0)

Report

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

Can you Deactivate and Delete that account in CRM and try again sync?

Thanks.
NAV2BC02 101 on at

Like (0)

Report

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

What will happen to the other customer records already coupled and synced? I don’t want to uncouple anything more. I’m just wary modifying any of the settings.
Suggested answer

Nitin Verma 21,091 Super User 2024 Season 1 on at

Like (0)

Report

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

Can you Untick this field and try again?
NAV2BC02 101 on at

Like (0)

Report

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

Other fields in mapping table:
NAV2BC02 101 on at

Like (0)

Report

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

Here is the mapping for customers:
Suggested answer

Nitin Verma 21,091 Super User 2024 Season 1 on at

Like (0)

Report

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

Please share your Integration table mapping page.
NAV2BC02 101 on at

Like (0)

Report

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

I cannot find account when I select the lookup field.
Suggested answer

Nitin Verma 21,091 Super User 2024 Season 1 on at

Like (0)

Report

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

Yes choose that account from the Lookup field.
NAV2BC02 101 on at

Like (0)

Report

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

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?