Synchronize accounts directly from Sales to customers in Supply Chain Management

Article
09/29/2023

Note

Before you can use the Prospect to cash solution, you should be familiar with Integrate data into Microsoft Dataverse for Apps.

This article discusses the templates and underlying tasks that are used to synchronize accounts directly from Dynamics 365 Sales to Dynamics 365 Supply Chain Management.

Data flow in Prospect to cash

The Prospect to cash solution uses the Data integration feature to synchronize data across instances of Supply Chain Management and Sales. The Prospect to cash templates that are available with the Data integration feature enable the flow of data about accounts, contacts, products, sales quotations, sales orders, and sales invoices between Supply Chain Management and Sales. The following illustration shows how the data is synchronized between Supply Chain Management and Sales.

Templates and tasks

To access the available templates, open Power Apps Admin Center. Select Projects, and then, in the upper-right corner, select New project to select public templates.

The following template and underlying task are used to synchronize accounts from Sales to Supply Chain Management:

Name of the template in Data integration: Accounts (Sales to Fin and Ops) - Direct
Name of the task in the project: Accounts - Customers

No synchronization tasks are required before Account/Customer synchronization can occur.

Entity set

Sales	Supply Chain Management
Accounts	Customers V2

Entity flow

Accounts are managed in Sales and synchronized to Supply Chain Management as customers. The Is Externally Maintained property on these customers is set to Yes to track customers that originate from Sales. During invoicing, this information is used to filter invoices that are synchronized to Sales.

Prospect to cash solution for Sales

The Account Number column is available on the Account page. It has been made a natural and unique key in order to support the integration. The natural key feature of the Customer Relationship Management (CRM) solution might affect customers who already use the Account Number column, but who don't use unique Account Number values per account. Currently, the integration solution doesn't support this case.

When a new account is created, if an Account Number value doesn't already exist, it's automatically generated by using a number sequence. The value consists of ACC, followed by an increasing number sequence and then a suffix of six characters. Here is an example: ACC-01000-BVRCPS

When the integration solution for Sales is applied, an upgrade script sets the Account Number column for existing accounts in Sales. If there are no Account Number values, the number sequence that was mentioned earlier is used.

Preconditions and mapping setup

The CustomerGroupId mapping must be updated to a valid value in Supply Chain Management. You can specify a default value, or you can set the value by using a value map.

The default template value is 10.
By adding the following mappings, you can help reduce the number of manual updates that are required in Supply Chain Management. You can use a default value or a value map from, for example, Country/Region or City.
- SiteId – A site is required in order to generate quotations and sales order lines in Supply Chain Management. A default site can be taken either from the product, or from the customer from the order header.
  
  The default template value is 1.
- WarehouseId – A warehouse is required in order to process quotations and sales order lines in Supply Chain Management. A default warehouse can be taken either from the product, or from the customer from the order header in Supply Chain Management.
  
  The default template value is 13.
- LanguageId – A language is required in order to generate quotations and sales orders in Supply Chain Management. By default, the language from the order header from the customer is used.
  
  The default template value is en-us.

Template mapping in Data integration

Note

The Payment terms, Freight terms, Delivery terms, Shipping method, and Delivery mode columns aren't included in the default mappings. To map these columns, you must set up a value mapping that is specific to the data in the organizations that the table is synchronized between.

The following illustrations show an example of a template mapping in Data integration.

Note

The mapping shows which column information will be synchronized from Sales to Supply Chain Management.

Template mapping in Data integration.