Modify Table Mappings for Synchronization | Microsoft Docs

An integration table mapping links a table in Business Central to an integration table for the Dynamics 365 for Sales entity. For each entity in Dynamics 365 for Sales that you want to synchronize with corresponding data in Business Central ], there must be a corresponding integration table mapping. An integration table mapping includes several settings that enable you to control how records in a Business Central table and a Dynamics 365 for Sales entity are synchronized by the corresponding integration synchronization jobs.

Filtering Records

If you do not want to synchronize all records for a specific entity in Dynamics 365 for Sales or table in Business Central , you can set up filters to limit the records that are synchronized. You set up filters on the Integration Table Mappings page.

To filter records for synchronization

Choose the icon, enter Integration Table Mappings, and then choose the related link.
To filter the Business Central records, set the Table Filter field.
To filter the Dynamics 365 for Sales records, set the Integration Table Filter field.

Creating New Records

By default, only records in Business Central and Dynamics 365 for Sales that are coupled will be synchronized by the integration synchronization jobs. You can set up table mappings so that new records will be created in the destination (for example, Business Central ) for each record in the source (for example, Dynamics 365 for Sales ) that is not already coupled.

For example, the SALESPEOPLE - Dynamics 365 for Sales synchronization job uses the table mapping SALESPEOPLE. The synchronization job copies data from user records in Dynamics 365 for Sales to salesperson records in Business Central . If you set up the table mapping to create new records, for every user in Dynamics 365 for Sales that is not already coupled to a salesperson in Business Central , a new salesperson record is created in Business Central .

To create new records during synchronization

Choose the icon, enter Integration Table Mappings, and then choose the related link.
In the table mapping entry in the list, clear the Synch. Only Coupled Records field.

Using Configuration Templates on Table Mappings

You can assign configuration templates to table mappings to use for new records that are created in Business Central or Dynamics 365 for Sales . For each table mapping, you can specify a configuration template to use for new Business Central records and another template to use new Dynamics 365 for Sales records.

If you install the default synchronization setup, most of the time, two configuration templates will be automatically created and used on the table mapping for Business Central customers and Dynamics 365 for Sales accounts: CRMCUST and CRMACCOUNT.

CRMCUST is used to create and synchronize new customers in Business Central based on an account in Dynamics 365 for Sales .

This template is created by copying an existing configuration template for customers in the application. The CRMCUST is created only if there is an existing configuration template and the Currency Code field in the template is blank. If a field in the configuration template contains a value, the value will be used instead of the value in the mapped field for the Dynamics 365 for Sales account. For example, if the Country/Region field in an account in Dynamics 365 for Sales contains U.S. and the Country/Region field in the configuration template is GB, then GB is used as the Country/Region for the customer in Business Central .
CRMACCOUNT creates and synchronizes new accounts in Dynamics 365 for Sales based on an account in Business Central .

To specify configuration templates on a table mapping

Choose the icon, enter Integration Table Mappings, and then choose the related link.
In the table mapping entry in the list, in the Table Config Template Code field, choose to the configuration template to use for new records in Business Central .
Set the Int. Tbl. Config Template Code field to the configuration template to use for new records in Dynamics 365 for Sales .