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D365 Field Service Integration with D365 BC- Data not syncing

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Posted on by MA-29041525-0 43
Hi experts
 
I have completed all setups as mentioned in MS docs (Links attached at the end). Integration is setup successfully but business central data like Customers, Items, projects, etc. are not showing up on field service. I have tried full Sync and coupling but nothing worked out for me. Can anyone help me with the issue.
 
 
 
 
Categories:
Dynamics 365 Field Service
  • MA-29041525-0 Profile Picture
    MA-29041525-0 43 on at
    D365 Field Service Integration with D365 BC- Data not syncing
    Thank you for your response.
    I have followed the below mentioned steps but still facing the issue. Currently getting below error when synchronizing BC products to field service.
     
    The record in table CRM Pricelevel already exists. Identification fields and values: Price List='{838B8CAA-97A2-EF11-8A69-000D3A303A5B}'
     
    It would be great if anyone can help in resolving the issue.
     
    Regards
  • CU17111726-0 Profile Picture
    CU17111726-0 6 on at
    D365 Field Service Integration with D365 BC- Data not syncing

    Hi there,

    It seems you've followed the setup for integrating Microsoft Dynamics 365 Business Central with Field Service but are encountering issues with data synchronization. Here are some steps to troubleshoot and resolve the problem:

    1. Check Data Coupling and Mappings

    • Ensure that the entities like Customers, Items, and Projects are properly coupled between Business Central and Field Service.
    • In Business Central, navigate to Field Service Setup and verify that the mappings for these entities are correct.

    2. Verify Integration Settings

    • Go to the Integration Table Mappings in Business Central and confirm the following:
      • The tables for Customers, Items, and Projects are mapped correctly.
      • The integration records have valid mappings.
    • Ensure that the filters applied in these mappings are not unintentionally excluding data.

    3. Full Synchronization Check

    • When performing a full sync, verify that:
      • The synchronization jobs complete without errors.
      • No errors appear in the Integration Synchronization Jobs or logs.
    • Look for any blocked or incomplete synchronization jobs and attempt to restart them.

    4. Error Logs and Diagnostics

    • In Business Central, review the Integration Event Log to identify any errors or warnings during the data sync.
    • Check for errors in Field Service by navigating to the System Jobs under Advanced Settings.

    5. Check Field Service Settings

    • Ensure that Field Service is set up to receive data from Business Central.
    • Verify that the security roles assigned to the integration user allow access to the entities in Field Service.

    6. User Permissions

    • Make sure the user account performing the sync has appropriate permissions in both Business Central and Field Service.
    • The integration user should have full permissions for data synchronization tasks.

    7. Data Readiness

    • Ensure that the data in Business Central is complete and meets the required criteria for synchronization. For example:
      • Customers should have complete address and contact details.
      • Items should have proper inventory and pricing information.

    8. Run Test Sync

    • Try syncing a single record (e.g., one customer or one item) manually to confirm if the issue is with specific data or the overall process.

    9. Microsoft Support

    • If the issue persists, consider enabling telemetry for detailed logs and contacting Microsoft Support with the log details.
    • If you'r interested in more information: https://aniwave.com.pl/

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