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

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Posted on by NAV2BC02

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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

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Dynamics 365 Business Central

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Nitin Verma 21,698 Moderator on at

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Hi,

you can try as per below go to customer card.

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NAV2BC02 170 on at

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

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Nitin Verma 21,698 Moderator on at

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Did you try this?

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NAV2BC02 170 on at

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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?

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Nitin Verma 21,698 Moderator on at

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Yes choose that account from the Lookup field.

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NAV2BC02 170 on at

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I cannot find account when I select the lookup field.

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Nitin Verma 21,698 Moderator on at

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Please share your Integration table mapping page.

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NAV2BC02 170 on at

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Here is the mapping for customers:

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NAV2BC02 170 on at

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Other fields in mapping table:

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Nitin Verma 21,698 Moderator on at

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Can you Untick this field and try again?

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