Contacts Integration

Contacts Integration

As part of this feature, Contacts are integrated from Project operations to Business Central. This integration supports creation, modification and deletion of contacts from Project Operations to Business Central.

A new mandatory field is introduced on the Contacts form, under the evergreen tab in Project Operations, which specifies the company in Business Central for which the Contact is created (non-editable GUID field).

Account Name is now made mandatory, linking Contacts to specific Accounts for integration with Business Central.

Sales > Contacts (under Customers menu group) > My Active Contacts view

Contacts Integration in D365 Business Central from Project Operations

A new table, “Dataverse Contacts,” has been introduced in Business Central to streamline the integration of contacts from Project Operations. This integration ensures seamless synchronization and supports both manual and automatic updates between Project Operations and Business Central.

Users can create, modify, and update contacts from Project Operations directly into Business Central.

Users can select a record in the Dataverse Contacts form and manually trigger the “Create Business Central” button. This action will create contacts in Business Central or update existing records if modifications are made in Project Operations.

A “Coupled” field in the Dataverse Contacts table switches to “Yes” upon successful creation of the contact in Business Central.

Navigation Menu > Contacts > Dataverse > Dataverse Contacts (Form)

The Contacts are created successfully in Business Central.

Navigation Menu > Contacts > Business Central > BC Contacts

Automatic Integration

Dataverse Contacts table facilitates automatic integration of contacts from Project Operations to Business Central. Users have the option to configure Job/batch processes that automatically create or update contacts in Business Central based on changes made in Project Operations.

Contact Creation and Sync from Business Central to Project Operations

Contacts created in Business Central are seamlessly integrated with Project Operations upon synchronization, ensuring data consistency across platforms.

Contacts created, modified or updated in Business Central are synchronized with Project Operations. Integration Table Mappings for Contacts are bidirectional.

After creating a contact in Business Central, users can initiate synchronization by clicking the ‘Synchronize’ button, this action ensures that the contact details are created/updated in Project Operations.

The Company field under evergreen tab is integrated from Business Central specifying the company in which the contact was created. The field Company Name must be provided while creation, which is mapped to the mandatory field Account Name in Project Operations.

Navigation Menu > Contacts > Business Central > BC Contacts

Project Operations > Sales > Customers > Contacts > Active Contacts (view)

Deletion of contacts integration from project Operations to Business central

A new table, “Dataverse Deleted Contacts,” has been introduced in Business Central to streamline the integration of deleted contacts from Project Operations. This integration ensures seamless synchronization and supports both manual and automatic deletion between Project Operations and Business Central.

Users can select a record in the Dataverse Deleted Contacts form and manually trigger the “Create Business Central” button. This action will delete contacts in Business Central.

A “Coupled” field in the Dataverse Deleted Contacts table switches to “Yes” upon successful deletion of the contact in Business Central.

Project Operations > Sales > Customers > Contacts > Active Contacts (View)

Navigation Menu > Contacts > Dataverse > Dataverse Deleted Contacts

Automatic Integration

Dataverse Deleted Contacts table facilitates automatic integration of contacts deletion from Project Operations to Business Central. Users have the option to configure batch processes that automatically deletes the contacts in Business Central.

Deleting a contact from Business Central to Project Operations is not possible. deletion must occur from Project Operations for the contact to be eventually deleted in Business Central.”