The scenario is that you need to import contact persons for customers.
The information you have is information on the contact person (like name and phone) and the customer number it is related to.
In 365, the relation from contact person to customer is based on the customer’s partynumber. This partynumber is unknown for the external part, there we only know the customer number.
So, how do we handle this scenario? Is it is right now, it is not possible to use the customer number as part of the import file, since there is no convert from customer number to party number in the smmContactPersonEntity.
Our request is the possibility to have i.e. customer number as part of the data to import and have a method in the smmContactPersonEntity to use this number to set the AssociatedPartyNumber in the entity.
Comments
The contact person should use automatic number sequence and you need to leave the contact person ID empty in the file. The import should generate new contact person id automatically linked to the customer.
Category: Sales and marketing
Administrator on 3/4/2022 3:48:58 PM
Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Lachlan Cash – Principal Program Manager - Microsoft