In Microsoft Dynamics 365 Sales, on the Account entity, there are 2 MS fields:

• Tax Exempt – yes/no datatype

• Tax Exempt Number – single line of text type

These fields have the following MS logic between them:

1. When both fields are on a form (e.g. Account form), Tax Exempt Number will only be visible when the Tax Exempt’s value is „Yes”.

2. When the Tax Exempt field is changed (either to „No” or to „Yes”), the value of the Tax Exempt Number field is deleted.

Regarding these points:

1. Visibility: This logic does not make sense, it makes the usage of the Tax Exempt field mandatory, despite the fact that it is not mandatory in Dynamics 365 Finance and Operations, meaning it makes for an inconsistent usage between the 2 systems.

2. Deletion: this seems to be a bug. The changing of the Tax Exempt Field should not delete the Tax Exempt Number field.

We have a workaround (works as expected )suggested to be implemented as an official fix :

we can add a business rule, which sets the tax exempt to Yes, if Tax exempt number contains data. Otherwise with the mapping, we think the tax exempt would always get the yes value, regardless the value of the tax exempt number.