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

Posted on by 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

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  • NAV2BC02 Profile Picture
    NAV2BC02 101 on at
    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 Profile Picture
    Nitin Verma 21,091 Super User 2024 Season 1 on at
    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 Profile Picture
    NAV2BC02 101 on at
    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 Profile Picture
    Nitin Verma 21,091 Super User 2024 Season 1 on at
    RE: Cannot manually couple customer in BC to a Account in D365 Sales

    Can you Untick this field and try again?

    pastedimage1674614938095v1.png

  • NAV2BC02 Profile Picture
    NAV2BC02 101 on at
    RE: Cannot manually couple customer in BC to a Account in D365 Sales

    Other fields in mapping table:

    pastedimage1674614803808v1.png

  • NAV2BC02 Profile Picture
    NAV2BC02 101 on at
    RE: Cannot manually couple customer in BC to a Account in D365 Sales

    Here is the mapping for customers:

    pastedimage1674614660957v1.png

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,091 Super User 2024 Season 1 on at
    RE: Cannot manually couple customer in BC to a Account in D365 Sales

    Please share your Integration table mapping page.

  • NAV2BC02 Profile Picture
    NAV2BC02 101 on at
    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 Profile Picture
    Nitin Verma 21,091 Super User 2024 Season 1 on at
    RE: Cannot manually couple customer in BC to a Account in D365 Sales

    Yes choose that account from the Lookup field.

    pastedimage1674613812338v1.png

  • NAV2BC02 Profile Picture
    NAV2BC02 101 on at
    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?   

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