When Create Customer in Business Central and try to sync in Sales 365(CRM) but "Relationship Type" field sync blank not customer also other fields value sync.

(0) Share

Report

Posted on by Janak Dangar Ahir

Hello Expert, When Create Customer in Business Central and try to sync in Sales 365(CRM) but "Relationship Type" field sync blank not customer also other fields value sync.

Scenario : Create new Customer in Business Central and try to sync in D365 Sales(CRM) so "Relationship Type" field in Sales sync blank value not customer and other fields sync as per requirements same during Vendor.

More understanding issue add screen short :

So in "Relationship Type" not get value as a Customer.

Categories:

Dynamics 365 Business Central

I have the same question (0)

All responses (4)

Answers (0)

Suggested answer

S.Kawamura 1,530 on at

Like (0)

Report

RE: When Create Customer in Business Central and try to sync in Sales 365(CRM) but "Relationship Type" field sync blank not customer also other fields value sync.

Hi,

I have traced your scenario in the newly created environment.

Unfortunately, in my environment, Customer was set for Relationship..

I think default set up will set "Customer" in Relationship field. So, please try to initialize settings below:
1) Redeploy Integration Solution

2) User Default Synchronization Setup

3) Reset Transformation Rules

I hope this helps you.
S.Kawamura

Was this reply helpful? Yes No
Mohana Yadav 60,381 Super User 2025 Season 2 on at

Like (0)

Report

RE: When Create Customer in Business Central and try to sync in Sales 365(CRM) but "Relationship Type" field sync blank not customer also other fields value sync.

but its standard integration for Customer and Vendor to Account so in that case not add field integration.

Sorry.. I didnt get above part.

Was this reply helpful? Yes No
Janak Dangar Ahir 40 on at

Like (0)

Report

RE: When Create Customer in Business Central and try to sync in Sales 365(CRM) but "Relationship Type" field sync blank not customer also other fields value sync.

Thanks Mohana for quick response

I know fields mapping required If we required more fields mapping, but its standard integration for Customer and Vendor to Account so in that case not add field integration.

Was this reply helpful? Yes No
Suggested answer

Mohana Yadav 60,381 Super User 2025 Season 2 on at

Like (1)

Report

RE: When Create Customer in Business Central and try to sync in Sales 365(CRM) but "Relationship Type" field sync blank not customer also other fields value sync.

you can check what fields are mapped by opening the page like below.

If you want new fields to sync then you have to extend the Integration

https://yzhums.com/17065/

Was this reply helpful? Yes No