Currently there is a Dataverse sync that syncs vendors, customers and contact of type person to Dataverse.

Vendors and customers goes into the table account and contacts of type person goes to the contact table.

But you have also contacts of type company. That data you cannot sync to Dataverse. Also not with a customized integration.

The contacts of type company should synced in the table account in Dataverse with the type prospect.

If this is synced you can send quotes from Dynamics Sales to your contacts. Because you don't want to create a customer or vendor directly when you want to send something to your contact.

And with the sync of contact with the type company you can use that data in Dynamics Sales and Field Services.

Category: General
Needs Votes
Ideas Administrator

Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future. Best regards, Business Central Team



great idea

Category: General