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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

MS should provide the option to modify the default mapping as well as mapping new custom fields into the field mapping.

Category: Data Migrations

J

Hi Ivan,


On behalf of Jen, I can explain exactly what needs to be done.


 


Currently the filed mapping is locked that you can not add a filter or a field or a table (Entity).


if you try to edit the list in Excel (Similar to Customer, Vendor...), it's locked and you can not do anything to change the values.


 


SO what we are hoping for is allow users to modify field mapping and filters to bring specific information vs everything.


 


Please feel free to call me or email if I can be of any assistance.


 


Regards,


 


Tarek Chaker

Category: Data Migrations

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