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D365 Sales Account -> MS Dynamics BC Customer Add/Update

This transfer will transfer new and updated D365 Sales accounts into MS Dynamics Business Central customers. All mappings are either 1:1 or additional lookups have been created. However, there are specific mappings where you have more than 1 option to map the indicated fields:

  1. Address1_country -> Country_Region_Code
    2. D365 Sales Field MS Dynamics Business Central Field
    ##LSLOOKUP('COUNTRIES'+'#REVERSE',"address1_country") Country_Region_Code
    address1_country Country_Region_Code

    Note:Address1_country is a free text field in D365 Sales. It can be turned into a picklist by updating the current setup ( Settings -> Customization -> Entities -> Accounts). In Business Central, the Country_Region_Code is a picklist and only the available options will be allowed.

    • 1:1 mapping if both address1_country and Country_Region_Code contain the same information, which is the country code ( ISO Code).
    • Formula ##LSLOOKUP('COUNTRIES'+'#REVERSE',"address1_country") which will retrieve the country code from a predefined static lookup table called COUNTRIES.
  2. Owner ID -> Salesperson Code
    3. D365 Sales Field MS Dynamics Business Central Field
    ##LSLOOKUP('%%LSUSER%'+'#REVERSE',"_ownerid_value") Salesperson_Code
    ##IF(EQUALS(_ownerid_value,''),SKIPFIELD(),DBLOOKUP('SOURCEDS','systemuser','systemuserid',"_ownerid_value",'nickname'))) Salesperson_Code

    Note:The owner ID field is a GUID field in D365 Sales and it will need to be converted to the Business Central Salesperson Code.

    • Formula ##LSLOOKUP('%%LSUSER%'+'#REVERSE',"_ownerid_value") where the Salesperson_Code is retrieved from a dynamic lookup table and the field is populated in Business Central.
    • Formula ##IF(EQUALS(_ownerid_value,''),SKIPFIELD(),DBLOOKUP('SOURCEDS','systemuser','systemuserid',"_ownerid_value",'nickname')) where a lookup is made on the destination system ( D365 Sales) and the Salesperson_Code is retrieved from the field called nickname. Note: The field nickname will have to be used to populate it with the salesperson’s code ( the same code used in Business Central).