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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Automatically populati...
Small and medium business | Business Central, N...
Suggested answer

Automatically populating the payment method field when synchronising CRM customers to Business central

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Posted on by KellyEnhanced 180

Afternoon Everyone,

I have a question and that is one of our customers we setup integration from CRM to business central and it is designed to synch and create new customer accounts or update changes on said customer accounts.

The issue is that for some reason on any new customer that appears in Business central, the system is automatically putting in the word bank into the Payment Method code. You can remove it manually. However if in the same company we manually create a new customer record it doesn't automatically put anything in the same payment method code field. I have asked our dev team to review the integration part and there definitely isn't anything that is mapped to do that. Checked the CRM record in case there is something in there and there is nothing in the payment section. They are running version 20.3 of business central. Has anyone had this issue before or could give any suggestions of what to try next. 

Any help would be gratefully received. 

Kind regards,

Kelly

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 1,029 Moderator on at
    RE: Automatically populating the payment method field when synchronising CRM customers to Business central

    Then i would check if there could be something in the Integration Table Mapping that could cause this.

  • KellyEnhanced Profile Picture
    KellyEnhanced 180 on at
    RE: Automatically populating the payment method field when synchronising CRM customers to Business central

    Dear Inge,

    What if we aren't using the new customer template on the Dataverse\sales integration setup in BC for synching new customers into 365 BC from CRM? Where would this default come from then? As manually when creating new customers in 365BC directly it doesn't automatically populate the payment method code field.

    Kind regards,

    Kelly

  • KellyEnhanced Profile Picture
    KellyEnhanced 180 on at
    RE: Automatically populating the payment method field when synchronising CRM customers to Business central

    Thanks Inge for your help, I will ask my development colleague to check this and I will come back to you if we are still struggling.

    Kind regards,

    Kelly

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 1,029 Moderator on at
    RE: Automatically populating the payment method field when synchronising CRM customers to Business central

    My guess is that this comes from a customer template that is invoked when you create a new customer i BC from Sales.

    I don't have a demo setup with that integration active at the moment and i can't find the exact page you should look at. But somewhere in the Dataverse / sales integration setup in BC there is a field where you select the template that you should use for creating new customers.

    Find that template and modify the values there in line with what you want them to be.

    The template is there to make sure all necessary fields are being populated when new customers are created.

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