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Customers are using the CRM/Financials integration, but they would like the ability to configure these integrations...partner is requesting we add the enable configuration for the CRM Integration

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. We are considering adding it to our longer term roadmap.


Your help is greatly appreciated,
Ivan Koletic

PM, Microsoft 

Comments

J

Dear Microsoft Specialist, My colleagues and I have been working on D365BC to D365 for Sales integration. We have found that both products can benefit greatly from a simple enhancement: Make Page 5335 (Integration Table Mapping List) editable from user interface and Table 5336 (Integration Field Mapping) through Configuration Worksheet. This should allow mapping Customer No. and other important Fields for a more efficient integration without any external tools or development. Thank you, Iaroslav

Category: Data Migrations

J

Additional remark:
When there is a filter set up in the integration of CE accounts > BC customers, that filter should also apply to contacts linked to that account/customer.
Now you'll get many contact persons in BC that are not linked to a contact company in BC, because the CE account will never be synched to BC (due to the filter that was set up). This is a flaw i.m.o.

Category: Data Migrations

J

Yes!!! Customer templates in bc. The ability to link the no series so the UI can have a unique ID. POSTING GROUPS need the ability to match

Category: Data Migrations

J

Great suggestions.
Sadly, the integration did not improve in recent updates / release waves, only worse.
This has frustrated quite some implementations.

Category: Data Migrations

J

Please consider allowing the ability to Edit Integration Table Mappings and Integration Fields Mappings directly from the UI/UX.

this is one crucial element which has caused us days of delays in delivery.

Category: Data Migrations

J

I agree, we need to be able to have custom fields (both sides) available to be mirrored on

Customer<>Account
Item<>Product
BC Sales Order<>CRM Sales Order

Customers have unique fields that they would like to see and use in both BC and CRM and not have to manually enter from on to the other.

Category: Data Migrations

J

Yes please, the integration by itself is only usable up to a point, no flexibility to add field mapping without doing an extension. The extension I usually deploy if using the CRM integration is the following:

CRM accounts with all fields for reference
Field Mapping page as editable
Table Mapping page as editable
Integration Record Page (tracking the record, to the integration record, to the coupling record, to the CRM record).

Category: Data Migrations

J

To expand on this a little further...

I've had my first experience of implementing this in a Saas customer today and it has been frustrating. At least with on prem you could open the table from the development environment and change/add mappings.

You also can't add new mappings meaning that when creating Customers from CRM accounts there is no ability to use different Customer Templates. That means that Posting Groups (VAT most importantly) are filled in incorrectly.

Currency Code also doesn't come across from the CRM Account and there is no coupling between Countries in the 2 systems meaning you have to have the codes identical to allow bi directional mapping.

You also can't add new filters, only amend existing ones although this seems to be a wider issue with the web client.

Category: Data Migrations

J

This is not a nice to have but a must have for most customers using both platforms. It would make it viable to use both on SaaS until CDS arrives for Business Central

Category: Data Migrations

J

Great suggestion. This was one of the first things I did when I started customizing our integration. Also, I like having a filtered view of Field Mapping available from the Table Mapping. Action Button title: "Related Field Mappings" filters on the current table mapping selected.

Category: Data Migrations