Өзгерту

Бөлісу құралы:

Dual-write mapping reference

  • Мақала

Mapping tables

Mapping types

There are several different mapping types. The following table explains the symbols used in the template tables.

Symbol Description
> One-way
>> One-way, and data is transformed in the process.
= Bidirectional
>< Bidirectional, and data is transformed in the process.
<< One-way, and data is transformed in the process.

Filters

The source filter and reverse source filter determine which rows are synchronized.

Default values

If a synchronized field does not exist in either the finance and operations table or the customer engagement table, then a default value is assigned in the synchronized table. In some cases, the default value is an integer that is a lookup to an attribute value in Dataverse. For example, in the Contact table, the default value for address1AddressTypeCode is 3 (Primary address).

Templates

Finance and operations app Customer engagement app Description
All products msdyn_globalproducts
Asset management asset lifecycle models msdyn_assetlifecyclemodels
Asset management asset lifecycle states msdyn_assetlifecyclestates
Asset management asset types msdyn_customerassetcategories
Asset management assets msdyn_customerassets
Asset management functional location lifecycle models msdyn_functionallocationlifecyclemodels
Asset management functional location lifecycle states msdyn_functionallocationlifecyclestates
Asset management functional location types msdyn_functionallocationtypes
Asset management functional locations msdyn_functionallocations
Asset management manufacturers msdyn_manufacturers
Asset management models msdyn_models
Asset management warranty msdyn_warranties
CDS Contacts V2 contacts
CDS Exchange Rates msdyn_currencyexchangerates
CDS Parties msdyn_parties
CDS Party postal address locations msdyn_partypostaladdresses
CDS inventory on-hand entries msdyn_inventoryonhandentries
CDS inventory on-hand requests msdyn_inventoryonhandrequests
CDS postal address history V2 msdyn_postaladdresses
CDS postal address locations msdyn_postaladdresscollections
CDS purchase order line entity msdyn_purchaseorderproducts
CDS purchase order line soft deleted entity msdyn_purchaseorderproducts
CDS released distinct products products
CDS sales order headers salesorders
CDS sales order lines salesorderdetails
CDS sales quotation header quotes
CDS sales quotation lines quotedetails
Chart of accounts msdyn_chartofaccountses
Colors msdyn_productcolors
Compensation job function cdm_jobfunctions
Compensation job type cdm_jobtypes
Complimentary closings msdyn_complimentaryclosings
Configurations msdyn_productconfigurations
Contact person titles msdyn_salescontactpersontitles
Contacts V2 msdyn_contactforparties
Currencies transactioncurrencies
Customer Attachments annotations
Customer groups msdyn_customergroups
Customer hierarchies msdyn_customerhierarchies
Customer hierarchy nodes msdyn_customerhierarchynodes
Customer payment method msdyn_customerpaymentmethods
Customers V3 accounts
Customers V3 contacts
Decision making roles msdyn_decisionmakingroles
Default order settings msdyn_productdefaultordersettings
DV released distinct products products
DV released products msdyn_sharedproductdetails
Dynamics 365 Sales feature management states msdyn_supplychainfeaturestates
Dynamics 365 Sales order headers salesorders
Dynamics 365 Sales order lines salesorderdetails
Dynamics 365 Sales quotation header quotes
Dynamics 365 Sales quotation lines quotedetails
Employment job functions msdyn_employmentjobfunctions
Employment per company cdm_employments
Ethnic origins cdm_ethnicorigins
Exchange rate currency pair msdyn_currencyexchangeratepairs
Exchange rate type msdyn_exchangeratetypes
Financial dimension format msdyn_financialdimensionformats
Financial dimensions msdyn_dimensionattributes
Fiscal calendar integration entity msdyn_fiscalcalendars
Fiscal calendar period msdyn_fiscalcalendarperiods
Fiscal calendar year integration entity msdyn_fiscalcalendaryears
Inventory aisle msdyn_warehouseaisles
Item sales tax group msdyn_taxitemgroups
Jobs cdm_jobs
Language codes cdm_languages
Ledger msdyn_ledgers
Legal entities cdm_companies
Legal entities msdyn_internalorganizations
Loyalty card msdyn_loyaltycards
Loyalty levels msdyn_loyaltylevels
Loyalty reward points msdyn_loyaltyrewardpoints
Main account msdyn_mainaccounts
Main account categories msdyn_mainaccountcategories
Mixed reality guides entity msmrw_guides
Modes of delivery msdyn_shipvias
Name affixes msdyn_nameaffixes
Operating unit msdyn_internalorganizations
Organization hierarchy - published msdyn_internalorganizationhierarchies
Organization hierarchy purposes msdyn_internalorganizationhierarchypurposes
Organization hierarchy type msdyn_internalorganizationhierarchytypes
Party contacts V3 msdyn_partyelectronicaddresses
Payment day lines CDS V2 msdyn_paymentdaylines
Payment days CDS msdyn_paymentdays
Payment schedule msdyn_paymentschedules
Payment schedule lines msdyn_paymentschedulelines
Personal character types msdyn_personalcharactertypes
Position type cdm_positiontypes
Position worker assignments cdm_positionworkerassignmentmaps
Positions V2 cdm_jobpositions
Price customer groups msdyn_pricecustomergroups
Product Number Identified Barcode msdyn_productbarcodes
Product categories msdyn_productcategories
Product category assignments msdyn_productcategoryassignments
Product category hierarchies msdyn_productcategoryhierarchies
Product category hierarchy roles msdyn_productcategoryhierarchyroles
Product default order settings V2 msdyn_productspecificdefaultordersettings
Product dimension groups msdyn_productdimensiongroups
Product master colors msdyn_sharedproductcolors
Product master configurations msdyn_sharedproductconfigurations
Product master sizes msdyn_sharedproductsizes
Product master styles msdyn_sharedproductstyles
Product receipt header msdyn_purchaseorderreceipts
Product receipt line msdyn_purchaseorderreceiptproducts
Product specific unit conversions msdyn_productspecificunitofmeasureconversions
Prospects leads
Purchase order header document attachments annotations
Purchase order headers V2 msdyn_purchaseorders
Released products V2 msdyn_sharedproductdetails
Sales invoice headers V2 invoices
Sales invoice lines V2 invoicedetails
Sales order header document attachments annotations
Sales order origin codes msdyn_salesorderorigins
Sales tax authorities msdyn_taxauthorities
Sales tax exempt code entity CDS msdyn_taxexemptcodes
Sales tax groups msdyn_taxgroups
Sales tax ledger posting groups V2 msdyn_taxpostinggroups
Salutations msdyn_salutations
Sites msdyn_operationalsites
Sizes msdyn_productsizes
Storage dimension groups msdyn_productstoragedimensiongroups
Styles msdyn_productstyles
Terms of delivery msdyn_termsofdeliveries
Terms of payment msdyn_paymentterms
Tracking dimension groups msdyn_producttrackingdimensiongroups
Unit conversions msdyn_unitofmeasureconversions
Units uoms
Vendor document attachments annotations
Vendor groups msdyn_vendorgroups
Vendor payment method msdyn_vendorpaymentmethods
Vendors V2 msdyn_vendors
Veteran status cdm_veteranstatuses
Warehouse locations msdyn_inventorylocations
Warehouse work headers msdyn_warehouseworkheaders
Warehouse work lines msdyn_warehouseworklines
Warehouse zone groups msdyn_warehousezonegroups
Warehouse zones msdyn_warehousezones
Warehouses msdyn_warehouses
Withholding tax codes msdyn_withholdingtaxcodes
Withholding tax groups msdyn_withholdingtaxgroups
Worker cdm_workers

All products (msdyn_globalproducts)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
PRODUCTNAME > msdyn_productname
PRODUCTNUMBER > msdyn_productnumber

Asset management asset lifecycle models (msdyn_assetlifecyclemodels)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
ACTIVELIFECYCLESTATEID = msdyn_activelifecyclestate.msdyn_assetlifecyclestate_id
INBOUNDLIFECYCLESTATEID = msdyn_inboundlifecyclestate.msdyn_assetlifecyclestate_id
INSTORAGELIFECYCLESTATEID = msdyn_instoragelifecyclestate.msdyn_assetlifecyclestate_id
LIFECYCLEMODELID = msdyn_assetlifecyclemodel_id
NAME = msdyn_name
ONLOANLIFECYCLESTATEID = msdyn_onloanlifecyclestate.msdyn_assetlifecyclestate_id
OUTBOUNDLIFECYCLESTATEID = msdyn_outboundlifecyclestate.msdyn_assetlifecyclestate_id
RECEIVEDLIFECYCLESTATEID = msdyn_receivedlifecyclestate.msdyn_assetlifecyclestate_id

Asset management asset lifecycle states (msdyn_assetlifecyclestates)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
DELETEOPENCALENDARLINES ><
yes : True
no : False		 msdyn_deleteopencalendarlines
LIFECYCLESTATEID = msdyn_assetlifecyclestate_id
LINE = msdyn_line
MAINTENANCEASSETACTIVE ><
yes : True
no : False		 msdyn_maintenanceassetactive
NAME = msdyn_name

Asset management asset types (msdyn_customerassetcategories)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
LIFECYCLEMODELID = msdyn_lifecyclemodel.msdyn_assetlifecyclemodel_id
MAINTENANCEASSETTYPEID = msdyn_maintenanceassettypeid
NAME = msdyn_name
CALCULATEKPITOTAL ><
no : False
yes : True		 msdyn_calculatekpitotal

Asset management assets (msdyn_customerassets)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
ACQUISITIONCOST = msdyn_acquisitioncost
ACQUISITIONDATE = msdyn_acquisitiondate
ACTIVEFROM = msdyn_activefrom
ACTIVETO = msdyn_activeto
FUNCTIONALLOCATIONID = msdyn_functionallocation.msdyn_functionallocation_id
MAINTENANCEASSETLIFECYCLESTATEID = msdyn_assetlifecyclestate.msdyn_assetlifecyclestate_id
MODELID = msdyn_model.msdyn_model_id
MODELPRODUCTID = msdyn_model.msdyn_manufacturer.msdyn_manufacturer_id
MODELYEAR = msdyn_modelyear
NAME = msdyn_name
NOTES = msdyn_notes
PURCHASEORDERID = msdyn_purchaseorderid
REPLACEMENTDATE ><
1/1/1900 : blank		 msdyn_replacementdate
REPLACEMENTVALUE = msdyn_replacementvalue
SERIALID = msdyn_serialid
VENDACCOUNT = msdyn_vendaccount
WARRANTYDATEFROMVEND = msdyn_warrantydatefromvend
WARRANTYID = msdyn_warranty.msdyn_warranty_id
WRKCTRID = msdyn_wrkctrid
FIXEDASSETID = msdyn_fixedassetid
MAINTENANCEASSETID = msdyn_maintenanceassetid
PARENTMAINTENANCEASSETID = msdyn_parentasset.msdyn_maintenanceassetid
MAINTENANCEASSETTYPEID = msdyn_customerassetcategory.msdyn_maintenanceassettypeid
PRODUCTID = msdyn_manufacturer.msdyn_manufacturer_id

Asset management functional location lifecycle models (msdyn_functionallocationlifecyclemodels)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
LIFECYCLEMODELID = msdyn_functionallocationlifecyclemodel_id
NAME = msdyn_name

Asset management functional location lifecycle states (msdyn_functionallocationlifecyclestates)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
ALLOWDELETELOCATION ><
yes : True
no : False		 msdyn_allowdeletelocation
ALLOWNEWSUBLOCATIONS ><
yes : True
no : False		 msdyn_allownewsublocations
ALLOWRENAMELOCATION ><
yes : True
no : False		 msdyn_allowrenamelocation
FUNCTIONALLOCATIONACTIVE ><
yes : True
no : False		 msdyn_functionallocationactive
LIFECYCLESTATEID = msdyn_functionallocationlifecyclestate_id
NAME = msdyn_name
ALLOWINSTALLMAINTENANCEASSETS ><
yes : True
no : False		 msdyn_allowinstallmaintenanceassets
CREATELOCATIONMAINTENANCEASSET ><
yes : True
no : False		 msdyn_createlocationmaintenanceasset
MAINTENANCEASSETLIFECYCLESTATEID = msdyn_assetlifecyclestate.msdyn_assetlifecyclestate_id

Asset management functional location types (msdyn_functionallocationtypes)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
ALLOWMULTIPLEINSTALLEDASSETS ><
yes : True
no : False		 msdyn_allowmultipleinstalledassets
FUNCTIONALLOCATIONTYPEID = msdyn_functionallocationtype_id
NAME = msdyn_name
UPDATEASSETDIMENSION ><
yes : True
no : False		 msdyn_updateassetdimension
LIFECYCLEMODELID = msdyn_lifecyclemodelid.msdyn_functionallocationlifecyclemodel_id
MAINTENANCEASSETTYPEID = msdyn_maintenanceassettype.msdyn_maintenanceassettypeid

Asset management functional locations (msdyn_functionallocations)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
FUNCTIONALLOCATIONID = msdyn_functionallocation_id
INVENTORYLOCATIONID = msdyn_inventorylocationid
INVENTORYSITEID = msdyn_inventorysiteid
NAME = msdyn_name
NOTES = msdyn_notes
PARENTFUNCTIONALLOCATIONID = msdyn_parentfunctionallocation.msdyn_functionallocation_id
FUNCTIONALLOCATIONLIFECYCLESTATEID = msdyn_functionallocationlifecyclestate.msdyn_functionallocationlifecyclestate_id
FUNCTIONALLOCATIONTYPEID = msdyn_functionallocationtype.msdyn_functionallocationtype_id

Asset management manufacturers (msdyn_manufacturers)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
DESCRIPTION = msdyn_description
PRODUCTID = msdyn_manufacturer_id

Asset management models (msdyn_models)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
DESCRIPTION = msdyn_description
MODELID = msdyn_model_id
PRODUCTID = msdyn_manufacturer.msdyn_manufacturer_id
MAINTENANCEASSETTYPEID = msdyn_maintenanceassettype.msdyn_maintenanceassettypeid

Asset management warranty (msdyn_warranties)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
NAME = msdyn_name
WARRANTYID = msdyn_warranty_id

CDS Contacts V2 (contacts)

This template synchronizes data between finance and operations apps and Dataverse.

Source filter: (AssociatedContactType = 1)

Reversed source filter: msdyn_contactforvendor eq true and msdyn_sellable eq false and msdyn_contactpersonid ne null

Finance and operations field Map type Customer engagement column Default value
CONTACTPERSONPARTYNUMBER = msdyn_partyid.msdyn_partynumber
ASSOCIATEDCONTACTTYPE << none Vendor
ASSOCIATEDCONTACTNUMBER = msdyn_vendorcontactid.msdyn_vendoraccountnumber
EMPLOYMENTDEPARTMENT = department
NOTES = description
GOVERNMENTIDENTIFICATIONNUMBER = governmentid
ISRECEIVINGDIRECTMAIL ><
no : False
yes : True		 donotemail
SPOUSENAME = spousesname
none >> msdyn_contactforvendor True
CONTACTPERSONID = msdyn_contactpersonid

CDS Exchange Rates (msdyn_currencyexchangerates)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
EXCHANGERATETYPENAME > msdyn_currencyexchangeratepair.msdyn_currencyexchangeratetypeid.msdyn_name
FROMCURRENCYCODE > msdyn_currencyexchangeratepair.msdyn_fromtransactioncurrencyid.isocurrencycode
TOCURRENCYCODE > msdyn_currencyexchangeratepair.msdyn_totransactioncurrencyid.isocurrencycode
RATE > msdyn_exchangerate
VALIDFROM > msdyn_validfrom
VALIDTO > msdyn_validto

CDS Parties (msdyn_parties)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
PARTYNUMBER = msdyn_partynumber
PARTYTYPE ><
person : 192350001
organization : 192350002
legalEntity : 192350003
team : 192350004
operatingUnit : 192350005
none : 192350000		 msdyn_partytype
NAMEALIAS = msdyn_namealias
KNOWNAS = msdyn_nickname
LANGUAGEID ><
ar : 192350000
ar-ae : 192350001
en-us : 192350015
en-gb : 192350009
cs : 192350002
da : 192350003
de : 192350004
de-at : 192350005
de-ch : 192350006
en-au : 192350007
en-ca : 192350008
en-ie : 192350010
en-in : 192350011
en-my : 192350012
en-nz : 192350013
en-sg : 192350014
en-za : 192350016
es : 192350017
es-mx : 192350018
et : 192350019
fi : 192350020
fr : 192350021
fr-be : 192350022
fr-ca : 192350023
fr-ch : 192350024
hu : 192350025
is : 192350026
it : 192350027
it-ch : 192350028
ja : 192350029
lt : 192350030
lv : 192350031
nb-no : 192350032
nl : 192350033
nl-be : 192350034
pl : 192350035
pt-br : 192350036
ru : 192350037
sv : 192350038
th : 192350039
tr : 192350040
zh-hans : 192350041		 msdyn_language
ORGANIZATIONNAME = msdyn_organizationname
ORGANIZATIONABCCODE ><
a : 192350000
b : 192350001
c : 192350002
none : 192350003		 msdyn_organizationabccode
ORGANIZATIONNUMOFEMPLOYEES = msdyn_numberofemployees
ORGANIZATIONNUMBER = msdyn_organizationnumber
ORGANIZATIONPHONETICNAME = msdyn_organizationphoneticname
PERSONFIRSTNAME = msdyn_firstname
PERSONMIDDLENAME = msdyn_middlename
PERSONLASTNAME = msdyn_lastname
PERSONLASTNAMEPREFIX = msdyn_lastnameprefix
PERSONINITIALS = msdyn_initials
PERSONPROFESSIONALTITLE = msdyn_professionaltitle
PERSONPROFESSIONALSUFFIX = msdyn_professionalsuffix
PERSONPHONETICFIRSTNAME = msdyn_phoneticfirstname
PERSONPHONETICLASTNAME = msdyn_phoneticlastname
PERSONPHONETICMIDDLENAME = msdyn_phoneticmiddlename
PERSONGENDER ><
male : 1
female : 2
non-Specific : 192350000
unknown : 192350001		 msdyn_gender
PERSONMARITALSTATUS ><
single : 1
married : 2
divorced : 3
widowhood : 4
none : 192350000		 msdyn_maritalstatus
PERSONHOBBIES = msdyn_hobbies
PERSONCHILDRENNAMES = msdyn_childrennames
PERSONANNIVERSARYDAY = msdyn_anniversaryday
PERSONANNIVERSARYYEAR = msdyn_anniversaryyear
PERSONBIRTHDAY = msdyn_birthday
PERSONBIRTHYEAR = msdyn_birthyear
PERSONANNIVERSARYMONTH ><
january : 1
february : 2
march : 3
none : 0
april : 4
may : 5
june : 6
july : 7
august : 8
september : 9
october : 10
november : 11
december : 12		 msdyn_anniversarymonth
PERSONBIRTHMONTH ><
none : 0
january : 1
february : 2
march : 3
april : 4
may : 5
june : 6
july : 7
august : 8
september : 9
october : 10
november : 11
december : 12		 msdyn_birthmonth

CDS Party postal address locations (msdyn_partypostaladdresses)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
ISPRIMARY ><
no : False
yes : True		 msdyn_isprimary
LOCATIONID = msdyn_postaladdresscollectionid.msdyn_location
PARTYNUMBER = msdyn_partyid.msdyn_partynumber
PURPOSE = msdyn_postaladdresspurposenames
ISLOCATIONOWNER >>
no : False
yes : True		 msdyn_islocationowner

CDS inventory on-hand entries (msdyn_inventoryonhandentries)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
REQUESTID = msdyn_request.msdyn_requestid
INVENTORYSITEID = msdyn_inventorysite.msdyn_siteid
INVENTORYWAREHOUSEID = msdyn_inventorywarehouse.msdyn_warehouseidentifier
AVAILABLEONHANDQUANTITY > msdyn_availableonhandquantity
AVAILABLEORDEREDQUANTITY > msdyn_availableorderedquantity
ONHANDQUANTITY > msdyn_onhandquantity
ONORDERQUANTITY > msdyn_onorderquantity
ORDEREDQUANTITY > msdyn_orderedquantity
RESERVEDONHANDQUANTITY > msdyn_reservedonhandquantity
RESERVEDORDEREDQUANTITY > msdyn_reservedorderedquantity
TOTALAVAILABLEQUANTITY > msdyn_totalavailablequantity
ATPDATE = msdyn_atpdate
ATPQUANTITY > msdyn_atpquantity
PROJECTEDISSUEQUANTITY > msdyn_projectedissuequantity
PROJECTEDONHANDQUANTITY > msdyn_projectedonhandquantity
PROJECTEDRECEIPTQUANTITY > msdyn_projectedreceiptquantity
ORDERQUANTITY > msdyn_orderquantity
UNAVAILABLEONHANDQUANTITY > msdyn_unavailableonhandquantity

CDS inventory on-hand requests (msdyn_inventoryonhandrequests)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
REQUESTID = msdyn_requestid
PRODUCTNUMBER < msdyn_product.msdyn_productnumber
ISATPCALCULATION <<
no : False
yes : True		 msdyn_isatpcalculation
ORDERQUANTITY < msdyn_orderquantity
INVENTORYSITEID < msdyn_inventorysite.msdyn_siteid
INVENTORYWAREHOUSEID < msdyn_inventorywarehouse.msdyn_warehouseidentifier
REFERENCENUMBER < msdyn_referencenumber
LINECREATIONSEQUENCENUMBER < msdyn_linecreationsequencenumber

CDS postal address history V2 (msdyn_postaladdresses)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
LOCATIONID = msdyn_postaladdresscollectionid.msdyn_location
VALIDFROM = msdyn_validfrom
VALIDTO = msdyn_validto
DESCRIPTION = msdyn_name
STREET = msdyn_street
STREETNUMBER = msdyn_streetnumber
CITY = msdyn_city
STATE = msdyn_state
COUNTRYREGIONID = msdyn_countryregionid
ZIPCODE = msdyn_zipcode
COUNTY = msdyn_county
DISTRICTNAME = msdyn_district
BUILDINGCOMPLIMENT = msdyn_buildingcompliment
POSTBOX = msdyn_postbox

CDS postal address locations (msdyn_postaladdresscollections)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
DESCRIPTION = msdyn_description
LOCATIONID = msdyn_location

CDS purchase order line entity (msdyn_purchaseorderproducts)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
REQUESTEDDELIVERYDATE = msdyn_dateexpected
LINEDESCRIPTION = msdyn_description
LINENUMBER = msdyn_lineorder
PRODUCTNUMBER = msdyn_product.msdyn_productnumber
PURCHASEORDERNUMBER = msdyn_purchaseorder.msdyn_name
ORDEREDPURCHASEQUANTITY = msdyn_quantity
LINEAMOUNT > msdyn_lineamount
PURCHASEPRICE > msdyn_unitcost
BARCODE = msdyn_barcode
CATCHWEIGHTUNITSYMBOL = msdyn_catchweightunitsymbol.msdyn_symbol
CONFIRMEDSHIPPINGDATE = msdyn_confirmedshippingdate
CUSTOMERREFERENCE = msdyn_customerreference
CUSTOMERREQUISITIONNUMBER = msdyn_customerrequisitionnumber
EXTERNALITEMNUMBER = msdyn_externalitemnumber
ISPARTIALDELIVERYPREVENTED ><
yes : true
no : false		 msdyn_ispartialdeliveryprevented
LINEDISCOUNTAMOUNT > msdyn_linediscountamount
LINEDISCOUNTPERCENTAGE > msdyn_linediscountpercentage
ORDEREDCATCHWEIGHTQUANTITY = msdyn_orderedcatchweightquantity
PURCHASEORDERLINESTATUS >>
none : 192350000
backorder : 192350001
received : 192350002
invoiced : 192350003
canceled : 192350004		 msdyn_purchaseorderlinestatus
PURCHASEPRICEQUANTITY = msdyn_purchasepricequantity
RECEIVINGSITEID = msdyn_receivingsiteid.msdyn_siteid
REQUESTEDSHIPPINGDATE = msdyn_requestedshippingdate
REQUESTERPERSONNELNUMBER = msdyn_requesterpersonnelnumber.cdm_workernumber
PROCUREMENTPRODUCTCATEGORYNAME > msdyn_procurementproductcategory.msdyn_name
PROCUREMENTPRODUCTCATEGORYHIERACHYNAME > msdyn_procurementproductcategory.msdyn_hierarchy.msdyn_name
CURRENCYCODE > transactioncurrencyid.isocurrencycode
CONFIRMEDDELIVERYDATE = msdyn_confirmeddeliverydate
DELIVERYADDRESSCITY > msdyn_deliveryaddresscity
DELIVERYADDRESSCOUNTRYREGIONID > msdyn_deliveryaddresscountryregionid
DELIVERYADDRESSSTATEID > msdyn_deliveryaddressstate
DELIVERYADDRESSSTREET > msdyn_deliveryaddressstreet
DELIVERYADDRESSSTREETNUMBER > msdyn_deliveryaddressstreetnumber
DELIVERYADDRESSZIPCODE > msdyn_deliveryaddresszipcode
FORMATTEDDELVERYADDRESS > msdyn_formatteddeliveryaddress
PURCHASEUNITSYMBOL = msdyn_unit.msdyn_symbol
RECEIVINGWAREHOUSEID = msdyn_associatetowarehouse.msdyn_warehouseidentifier
DELIVERYADDRESSDESCRIPTION > msdyn_deliveryaddressdescription
DELIVERYADDRESSNAME > msdyn_deliveryaddressname

CDS purchase order line soft deleted entity (msdyn_purchaseorderproducts)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
LINENUMBER > msdyn_lineorder
PURCHASEORDERNUMBER > msdyn_purchaseorder.msdyn_name
ISDELETED >>
yes : true
no : false		 msdyn_issoftdeletedinscm

CDS released distinct products (products)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
PRODUCTNUMBER > msdyn_productnumber
PRODUCTNAME > name
PRODUCTDESCRIPTION > description
ITEMNUMBER > msdyn_itemnumber
CURRENCYCODE > transactioncurrencyid.isocurrencycode
SALESUNITSYMBOL > defaultuomid.msdyn_symbol
SALESPRICE > price
UNITCOST > currentcost
PRODUCTTYPE >>
item : 1
service : 3		 producttypecode
SALESUNITDECIMALPRECISION >> quantitydecimal 0
ISCATCHWEIGHTPRODUCT >>
no : false
yes : true		 msdyn_iscatchweight
ISSTOCKEDPRODUCT >>
no : False
yes : True		 msdyn_isstockedproduct
PRODUCTCOLORID > msdyn_productcolor.msdyn_productcolorname
PRODUCTCONFIGURATIONID > msdyn_productconfiguration.msdyn_productconfiguration
PRODUCTSIZEID > msdyn_productsize.msdyn_productsize
PRODUCTSTYLEID > msdyn_productstyle.msdyn_productstyle
FIELDSERVICEPRODUCTTYPE >>
Inventory : 690970000
NonInventory : 690970001
Service : 690970002		 msdyn_fieldserviceproducttype
[None] >> msdyn_shouldsyncwithsharedproductdetails False

CDS sales order headers (salesorders)

This template synchronizes data between finance and operations apps and Dataverse.

Reversed source filter: msdyn_ordertype eq 192350000

Finance and operations field Map type Customer engagement column Default value
SALESORDERNUMBER = msdyn_salesordernumber
ORDERINGCUSTOMERACCOUNTNUMBER = customerid.Account(accountnumber).Contact(msdyn_contactpersonid)
CURRENCYCODE = transactioncurrencyid.isocurrencycode
DELIVERYADDRESSCITY = shipto_city
DELIVERYADDRESSCOUNTRYREGIONISOCODE ><
us : united states
de : germany
fr : france
gb : united kingdom
jp : japan
in : india
es : spain
nz : new zealand
au : australia
co : columbia
za : south africa
be : belgium
ca : canada
at : austria
tr : türkiye
cn : china
dk : denmark
se : sweden
no : norway
fi : finland
eg : egypt		 shipto_country
DELIVERYADDRESSSTREETNUMBER = shipto_line2
DELIVERYADDRESSZIPCODE = shipto_postalcode
DELIVERYADDRESSSTREET = shipto_line1
DELIVERYADDRESSSTATEID = shipto_stateorprovince
SALESORDERNAME > name
INVOICEADDRESSCITY > billto_city
INVOICEADDRESSSTREET > billto_line1
INVOICEADDRESSSTREETNUMBER > billto_line2
INVOICEADDRESSCOUNTRYREGIONISOCODE > billto_country
INVOICEADDRESSSTATEID > billto_stateorprovince
INVOICEADDRESSZIPCODE > billto_postalcode
ORDERTOTALAMOUNT > totalamount
TOTALDISCOUNTAMOUNT > discountamount
ORDERTOTALTAXAMOUNT > totaltax
ORDERTOTALCHARGESAMOUNT > freightamount
AREPRICESINCLUDINGSALESTAX ><
no : False
yes : True		 msdyn_arepricesincludingsalestax
CONFIRMEDRECEIPTDATE = msdyn_confirmedreceiptdate
CONFIRMEDSHIPPINGDATE = msdyn_confirmedshippingdate
CONTACTPERSONID = msdyn_associatedcontact.msdyn_contactforpartynumber
CUSTOMERREQUISITIONNUMBER = msdyn_customerrequisitionnumber
DEFAULTSHIPPINGSITEID = msdyn_defaultshippingsite.msdyn_siteid
DEFAULTSHIPPINGWAREHOUSEID = msdyn_defaultshippingwarehouse.msdyn_warehouseidentifier
DELIVERYADDRESSCOUNTYID = msdyn_deliveryaddresscountyid
DELIVERYADDRESSDESCRIPTION = msdyn_deliveryaddressdescription
DELIVERYADDRESSDISTRICTNAME = msdyn_deliveryaddressdistrictname
DELIVERYADDRESSDUNSNUMBER = msdyn_deliveryaddressdunsnumber
DELIVERYADDRESSLATITUDE = msdyn_deliveryaddresslatitude
DELIVERYADDRESSLOCATIONID = msdyn_deliveryaddresslocationid
DELIVERYADDRESSLONGITUDE = msdyn_deliveryaddresslongitude
DELIVERYADDRESSNAME = msdyn_deliveryaddressname
DELIVERYADDRESSPOSTBOX = msdyn_deliveryaddresspostbox
DELIVERYBUILDINGCOMPLIMENT = msdyn_deliverybuildingcompliment
FORMATTEDDELVERYADDRESS > msdyn_formatteddeliveryaddress
EMAIL = emailaddress
FORMATTEDINVOICEADDRESS > msdyn_formattedinvoiceaddress
INVOICEADDRESSCOUNTYID > msdyn_invoiceaddresscountyid
INVOICEADDRESSDISTRICTNAME > msdyn_invoiceaddressdistrictname
INVOICEADDRESSLATITUDE > msdyn_invoiceaddresslatitude
INVOICEADDRESSLONGITUDE > msdyn_invoiceaddresslongitude
INVOICEADDRESSPOSTBOX > msdyn_invoiceaddresspostbox
INVOICEBUILDINGCOMPLIMENT > msdyn_invoicebuildingcompliment
INVOICECUSTOMERACCOUNTNUMBER = msdyn_invoicecustomerid.Account(accountnumber).Contact(msdyn_contactpersonid)
ISDELIVERYADDRESSORDERSPECIFIC ><
no : False
yes : True		 msdyn_isdeliveryaddressorderspecific
ISDELIVERYADDRESSPRIVATE ><
no : False
yes : True		 msdyn_isdeliveryaddressprivate
ISINVOICEADDRESSPRIVATE >>
no : False
yes : True		 msdyn_isinvoiceaddressprivate
ISONETIMECUSTOMER ><
no : False
yes : True		 msdyn_isonetimecustomer
ISSALESPROCESSINGSTOPPED ><
no : False
yes : True		 msdyn_issalesprocessingstopped
PAYMENTTERMSBASEDATE = msdyn_paymenttermsbasedate
PAYMENTTERMSNAME = msdyn_paymentterms.msdyn_name
PRICECUSTOMERGROUPCODE = msdyn_pricecustomergroup.msdyn_groupcode
QUOTATIONNUMBER = msdyn_quotationnumber
REQUESTEDRECEIPTDATE = msdyn_requestedreceiptdate
REQUESTEDSHIPPINGDATE = requestdeliveryby
SALESORDERPROMISINGMETHOD ><
none : 192350000
salesLeadTime : 192350001
atp : 192350002
atpPlusIssueMargin : 192350003
ctp : 192350004		 msdyn_salesorderpromisingmethod
URL = msdyn_url
SALESORDERPROCESSINGSTATUS ><
active : 192350000
confirmed : 192350001
picked : 192350002
partiallyDelivered : 192350003
delivered : 192350004
invoiced : 192350005
partiallyInvoiced : 192350006
canceled : 192350007		 msdyn_processingstatus
LANGUAGEID ><
ar : 192350000
ar-ae : 192350001
cs : 192350002
da : 192350003
de : 192350004
de-at : 192350005
de-ch : 192350006
en-au : 192350007
en-gb : 192350009
en-ie : 192350010
en-in : 192350011
en-ca : 192350008
en-my : 192350012
en-nz : 192350013
en-sg : 192350014
en-us : 192350015
en-za : 192350016
es : 192350017
es-mx : 192350018
et : 192350019
fi : 192350020
fr : 192350021
fr-be : 192350022
fr-ca : 192350023
fr-ch : 192350024
hu : 192350025
is : 192350026
it : 192350027
it-ch : 192350028
ja : 192350029
lt : 192350030
lv : 192350031
nb-no : 192350032
nl : 192350033
nl-be : 192350034
pl : 192350035
pt-br : 192350036
ru : 192350037
sv : 192350038
th : 192350039
tr : 192350040
zh-hans : 192350041		 msdyn_language
CUSTOMERSORDERREFERENCE = msdyn_customersorderreference
DELIVERYMODECODE = msdyn_deliverymode.msdyn_name
DELIVERYTERMSCODE = msdyn_deliveryterms.msdyn_termscode
SALESORDERORIGINCODE = msdyn_salesorderorigin.msdyn_origincode
none >> msdyn_ordertype 192350000
CURRENCYCODE > msdyn_isocurrencycode

CDS sales order lines (salesorderdetails)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
CURRENCYCODE > transactioncurrencyid.isocurrencycode
DELIVERYADDRESSCITY = shipto_city
DELIVERYADDRESSCOUNTRYREGIONISOCODE ><
us : united states
de : germany
fr : france
gb : united kingdom
jp : japan
in : india
es : spain
nz : new zealand
au : australia
co : columbia
za : south africa
be : belgium
ca : canada
at : austria
tr : türkiye
cn : china
dk : denmark
se : sweden
no : norway
fi : finland
eg : egypt		 shipto_country
DELIVERYADDRESSZIPCODE = shipto_postalcode
DELIVERYADDRESSSTATEID = shipto_stateorprovince
DELIVERYADDRESSSTREET = shipto_line1
DELIVERYADDRESSSTREETNUMBER = shipto_line2
LINEAMOUNT > extendedamount
LINECREATIONSEQUENCENUMBER = sequencenumber
ORDEREDSALESQUANTITY = quantity
PRODUCTNAME = description
PRODUCTNUMBER = productid.msdyn_productnumber
SALESORDERNUMBER = salesorderid.msdyn_salesordernumber
SALESUNITSYMBOL = uomid.msdyn_symbol
TOTALDISCOUNTAMOUNT = manualdiscountamount
TOTALTAXAMOUNT > tax
SALESPRICE = priceperunit
LINEAMOUNT > baseamount
SALESPRODUCTCATEGORYNAME = msdyn_salesproductcategory.msdyn_name
SALESPRODUCTCATEGORYHIERARCHYNAME > msdyn_salesproductcategory.msdyn_hierarchy.msdyn_name
ISDELIVERYADDRESSORDERSPECIFIC ><
no : False
yes : True		 msdyn_isdeliveryaddressspecific
ISDELIVERYADDRESSPRIVATE ><
no : False
yes : True		 msdyn_isdeliveryaddressprivate
ISLINESTOPPED ><
no : False
yes : True		 msdyn_islinestopped
ALLOWEDOVERDELIVERYPERCENTAGE = msdyn_allowedoverdeliverypercentage
ALLOWEDUNDERDELIVERYPERCENTAGE = msdyn_allowedunderdeliverypercentage
CONFIRMEDSHIPPINGDATE = msdyn_confirmedshippingdate
CONFIRMEDRECEIPTDATE = msdyn_confirmedreceiptdate
DELIVERYADDRESSCOUNTYID = msdyn_deliveryaddresscountyid
DELIVERYADDRESSDESCRIPTION = msdyn_deliveryaddressdescription
DELIVERYADDRESSDISTRICTNAME = msdyn_deliveryaddressdistrictname
DELIVERYADDRESSDUNSNUMBER = msdyn_deliveryaddressdunsnumber
DELIVERYADDRESSLATITUDE = msdyn_deliveryaddresslatitude
DELIVERYADDRESSLOCATIONID = msdyn_deliveryaddresslocationid
DELIVERYADDRESSLONGITUDE = msdyn_deliveryaddresslongitude
DELIVERYADDRESSNAME = msdyn_deliveryaddressname
DELIVERYADDRESSPOSTBOX = msdyn_deliveryaddresspostbox
DELIVERYBUILDINGCOMPLIMENT = msdyn_deliverybuildingcompliment
EXTERNALITEMNUMBER = msdyn_externalitemnumber
FIXEDPRICECHARGES = msdyn_fixedpricecharges
FORMATTEDDELIVERYADDRESS = msdyn_formatteddeliveryaddress
LINEDESCRIPTION = msdyn_linedescription
LINEDISCOUNTAMOUNT = msdyn_linediscountamount
LINEDISCOUNTPERCENTAGE = msdyn_linediscountpercentage
MULTILINEDISCOUNTAMOUNT = msdyn_multilinediscountamount
MULTILINEDISCOUNTPERCENTAGE = msdyn_multilinediscountpercentage
REQUESTEDRECEIPTDATE = msdyn_requestedreceiptdate
REQUESTEDSHIPPINGDATE = requestdeliveryby
SALESORDERLINESTATUS >>
none : 192350000
backorder : 192350001
delivered : 192350002
invoiced : 192350003
canceled : 192350004		 msdyn_linestatus
SALESORDERPROMISINGMETHOD ><
none : 192350000
salesLeadTime : 192350001
atp : 192350002
atpPlusIssueMargin : 192350003
ctp : 192350004		 msdyn_salesorderpromisingmethod
SALESPRICEQUANTITY = msdyn_salespricequantity
SHIPPINGSITEID = msdyn_shippingsite.msdyn_siteid
SHIPPINGWAREHOUSEID = msdyn_shippingwarehouse.msdyn_warehouseidentifier
none >> ispriceoverridden true
TOTALCHARGESAMOUNT > msdyn_totalchargesamount
DELIVERYMODECODE = msdyn_deliverymode.msdyn_name
DELIVERYTERMSID = msdyn_deliveryterms.msdyn_termscode

CDS sales quotation header (quotes)

This template synchronizes data between finance and operations apps and Dataverse.

Reversed source filter: msdyn_ordertype eq 192350000 and statecode eq 0

Finance and operations field Map type Customer engagement column Default value
SALESQUOTATIONNUMBER = msdyn_quotenumber
REQUESTINGCUSTOMERACCOUNTNUMBER = customerid.Account(accountnumber).Contact(msdyn_contactpersonid)
CURRENCYCODE = transactioncurrencyid.isocurrencycode
CUSTOMERSREFERENCE = msdyn_customersreference
DELIVERYADDRESSCITY = shipto_city
DELIVERYADDRESSCOUNTRYREGIONISOCODE ><
us : united states
de : germany
fr : france
gb : united kingdom
jp : japan
in : india
es : spain
nz : new zealand
au : australia
co : columbia
za : south africa
be : belgium
ca : canada
at : austria
tr : türkiye
cn : china
dk : denmark
se : sweden
no : norway
fi : finland
eg : egypt		 shipto_country
DELIVERYADDRESSSTREETNUMBER = shipto_line2
DELIVERYADDRESSZIPCODE = shipto_postalcode
DELIVERYADDRESSSTREET = shipto_line1
DELIVERYADDRESSSTATEID = shipto_stateorprovince
SALESQUOTATIONNAME = name
INVOICEADDRESSCITY > billto_city
INVOICEADDRESSSTREET > billto_line1
INVOICEADDRESSSTREETNUMBER > billto_line2
INVOICEADDRESSCOUNTRYREGIONISOCODE > billto_country
INVOICEADDRESSSTATEID > billto_stateorprovince
INVOICEADDRESSZIPCODE > billto_postalcode
QUOTATIONTOTALAMOUNT > totalamount
TOTALDISCOUNTAMOUNT > discountamount
QUOTATIONTOTALTAXAMOUNT > totaltax
QUOTATIONTOTALCHARGESAMOUNT > freightamount
AREPRICESINCLUDINGSALESTAX ><
no : False
yes : True		 msdyn_arepricesincludingsalestax
CONTACTPERSONID = msdyn_associatedcontact.msdyn_contactforpartynumber
CUSTOMERREQUISITIONNUMBER = msdyn_customerrequisitionnumber
DEFAULTSHIPPINGSITEID = msdyn_defaultshippingsite.msdyn_siteid
DEFAULTSHIPPINGWAREHOUSEID = msdyn_defaultshippingwarehouse.msdyn_warehouseidentifier
DELIVERYADDRESSCOUNTYID = msdyn_deliveryaddresscountyid
DELIVERYADDRESSDESCRIPTION = msdyn_deliveryaddressdescription
DELIVERYADDRESSDISTRICTNAME = msdyn_deliveryaddressdistrictname
DELIVERYADDRESSDUNSNUMBER = msdyn_deliveryaddressdunsnumber
DELIVERYADDRESSLATITUDE = msdyn_deliveryaddresslatitude
DELIVERYADDRESSLOCATIONID = msdyn_deliveryaddresslocationid
DELIVERYADDRESSLONGITUDE = msdyn_deliveryaddresslongitude
DELIVERYADDRESSNAME = msdyn_deliveryaddressname
DELIVERYADDRESSPOSTBOX = msdyn_deliveryaddresspostbox
DELIVERYBUILDINGCOMPLIMENT = msdyn_deliverybuildingcompliment
FORMATTEDDELIVERYADDRESS > msdyn_formatteddeliveryaddress
FORMATTEDINVOICEADDRESS > msdyn_formattedinvoiceaddress
GENERATEDSALESORDERNUMBER = msdyn_generatedsalesordernumber.msdyn_salesordernumber
INVOICEADDRESSCOUNTRYREGIONID > msdyn_invoiceaddresscountryregionid
INVOICEADDRESSCOUNTYID > msdyn_invoiceaddresscountyid
INVOICEADDRESSDISTRICTNAME > msdyn_invoiceaddressdistrictname
INVOICEADDRESSLATITUDE > msdyn_invoiceaddresslatitude
INVOICEADDRESSLONGITUDE > msdyn_invoiceaddresslongitude
INVOICEADDRESSPOSTBOX > msdyn_invoiceaddresspostbox
INVOICEBUILDINGCOMPLIMENT > msdyn_invoicebuildingcompliment
INVOICECUSTOMERACCOUNTNUMBER = msdyn_invoicecustomerid.Account(accountnumber).Contact(msdyn_contactpersonid)
ISDELIVERYADDRESSORDERSPECIFIC ><
no : False
yes : True		 msdyn_isdeliveryaddressorderspecific
ISDELIVERYADDRESSPRIVATE ><
no : False
yes : True		 msdyn_isdeliveryaddressprivate
ISINVOICEADDRESSPRIVATE >>
no : False
yes : True		 msdyn_isinvoiceaddressprivate
LANGUAGEID ><
ar : 192350000
ar-ae : 192350001
cs : 192350002
da : 192350003
de : 192350004
de-at : 192350005
de-ch : 192350006
en-au : 192350007
en-gb : 192350009
en-ie : 192350010
en-in : 192350011
en-ca : 192350008
en-my : 192350012
en-nz : 192350013
en-sg : 192350014
en-us : 192350015
en-za : 192350016
es : 192350017
es-mx : 192350018
et : 192350019
fi : 192350020
fr : 192350021
fr-be : 192350022
fr-ca : 192350023
fr-ch : 192350024
hu : 192350025
is : 192350026
it : 192350027
it-ch : 192350028
ja : 192350029
lt : 192350030
lv : 192350031
nb-no : 192350032
nl : 192350033
nl-be : 192350034
pl : 192350035
pt-br : 192350036
ru : 192350037
sv : 192350038
th : 192350039
tr : 192350040
zh-hans : 192350041		 msdyn_language
PAYMENTTERMSNAME = msdyn_paymentterms.msdyn_name
PRICECUSTOMERGROUPCODE = msdyn_pricecustomergroup.msdyn_groupcode
RECEIPTDATEREQUESTED = msdyn_requestedreceiptdate
REQUESTEDSHIPPINGDATE = requestdeliveryby
SALESORDERPROMISINGMETHOD ><
none : 192350000
salesLeadTime : 192350001
atp : 192350002
atpPlusIssueMargin : 192350003
ctp : 192350004		 msdyn_salesorderpromisingmethod
SALESQUOTATIONCONFIRMATIONDATE = msdyn_salesquotationconfirmationdate
SALESQUOTATIONEXPIRYDATE = msdyn_salesquotationexpirydate
SALESQUOTATIONFOLLOWUPDATE = msdyn_salesquotationfollowupdate
SALESQUOTATIONSTATUS ><
created : 192350000
sent : 192350001
confirmed : 192350002
lost : 192350003
cancelled : 192350004
reset : 192350005
modified : 192350006
submitted : 192350007
approved : 192350008
revised : 192350009		 msdyn_salesquotationstatus
TOTALDISCOUNTPERCENTAGE = msdyn_totaldiscountpercentage
URL = msdyn_url
EMAIL = emailaddress
none >> msdyn_ordertype 192350000
CURRENCYCODE > msdyn_isocurrencycode
OPERATINGUNITPARTYNUMBER = msdyn_operatingunit.msdyn_partynumber

CDS sales quotation lines (quotedetails)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
ALLOWEDOVERDELIVERYPERCENTAGE = msdyn_allowedoverdeliverypercentage
ALLOWEDUNDERDELIVERYPERCENTAGE = msdyn_allowedunderdeliverypercentage
SALESQUOTATIONNUMBER = quoteid.msdyn_quotenumber
LINECREATIONSEQUENCENUMBER = sequencenumber
CURRENCYCODE > transactioncurrencyid.isocurrencycode
DELIVERYADDRESSCITY = shipto_city
DELIVERYADDRESSCOUNTRYREGIONISOCODE ><
us : united states
de : germany
fr : france
gb : united kingdom
jp : japan
in : india
es : spain
nz : new zealand
au : australia
co : columbia
za : south africa
be : belgium
ca : canada
at : austria
tr : türkiye
cn : china
dk : denmark
se : sweden
no : norway
fi : finland
eg : egypt		 shipto_country
DELIVERYADDRESSCOUNTYID = msdyn_deliveryaddresscountyid
DELIVERYADDRESSDESCRIPTION = msdyn_deliveryaddressdescription
DELIVERYADDRESSDISTRICTNAME = msdyn_deliveryaddressdistrictname
DELIVERYADDRESSDUNSNUMBER = msdyn_deliveryaddressdunsnumber
DELIVERYADDRESSLATITUDE = msdyn_deliveryaddresslatitude
DELIVERYADDRESSLOCATIONID = msdyn_deliveryaddresslocationid
DELIVERYADDRESSLONGITUDE = msdyn_deliveryaddresslongitude
DELIVERYADDRESSNAME = msdyn_deliveryaddressname
DELIVERYADDRESSPOSTBOX = msdyn_deliveryaddresspostbox
DELIVERYADDRESSSTATEID = shipto_stateorprovince
DELIVERYADDRESSSTREET = shipto_line1
DELIVERYADDRESSSTREETNUMBER = shipto_line2
DELIVERYADDRESSZIPCODE = shipto_postalcode
DELIVERYBUILDINGCOMPLIMENT = msdyn_deliverybuildingcompliment
EXTERNALITEMNUMBER = msdyn_externalitemnumber
FIXEDPRICECHARGES = msdyn_fixedpricecharges
FORMATTEDDELIVERYADDRESS = msdyn_formatteddeliveryaddress
ISDELIVERYADDRESSPRIVATE ><
no : False
yes : True		 msdyn_isdeliveryaddressprivate
ISDELIVERYADDRESSORDERSPECIFIC ><
no : False
yes : True		 msdyn_isdeliveryaddressspecific
LINEAMOUNT > baseamount
LINEAMOUNT > extendedamount
LINEDESCRIPTION = msdyn_linedescription2
LINEDISCOUNTAMOUNT = msdyn_linediscountamount
LINEDISCOUNTPERCENTAGE = msdyn_linediscountpercentage
MULTILINEDISCOUNTAMOUNT = msdyn_multilinediscountamount
MULTILINEDISCOUNTPERCENTAGE = msdyn_multilinediscountpercentage
PRODUCTNAME = description
PRODUCTNUMBER = productid.msdyn_productnumber
REQUESTEDRECEIPTDATE = msdyn_requestedreceiptdate
REQUESTEDSALESQUANTITY = quantity
REQUESTEDSHIPPINGDATE = requestdeliveryby
SALESPRICE = priceperunit
SALESPRICEQUANTITY = msdyn_salespricequantity
SALESQUOTATIONPROMISINGMETHOD ><
none : 192350000
salesLeadTime : 192350001
atp : 192350002
atpPlusIssueMargin : 192350003
ctp : 192350004		 msdyn_salesquotationpromisingmethod
SALESQUOTATIONSTATUS ><
created : 192350000
sent : 192350001
confirmed : 192350002
lost : 192350003
cancelled : 192350004
reset : 192350005
modified : 192350006
submitted : 192350007
approved : 192350008
revised : 192350009		 msdyn_salesquotationstatus
SALESUNITSYMBOL = uomid.msdyn_symbol
SHIPPINGSITEID = msdyn_shippingsite.msdyn_siteid
SHIPPINGWAREHOUSEID = msdyn_shippingwarehouse.msdyn_warehouseidentifier
TOTALCHARGESAMOUNT > msdyn_totalchargesamount
TOTALDISCOUNTAMOUNT = manualdiscountamount
TOTALTAXAMOUNT > tax
SALESPRODUCTCATEGORYHIERARCHYNAME > msdyn_salesproductcategory.msdyn_hierarchy.msdyn_name
SALESPRODUCTCATEGORYNAME = msdyn_salesproductcategory.msdyn_name
none >> ispriceoverridden true

Chart of accounts (msdyn_chartofaccountses)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
DESCRIPTION = msdyn_description
MAINACCOUNTMASK = msdyn_mainaccountmask
CHARTOFACCOUNTS = msdyn_name

Colors (msdyn_productcolors)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
COLORID > msdyn_productcolorname

Compensation job function (cdm_jobfunctions)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
JOBFUNCTIONID = cdm_name
DESCRIPTION = cdm_description

Compensation job type (cdm_jobtypes)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
JOBTYPEID = cdm_name
DESCRIPTION = cdm_description
EXEMPTSTATUS ><
exempt : 754400000
nonexempt : 754400001
doesnotapply : 754400002		 cdm_exemptstatus

Complimentary closings (msdyn_complimentaryclosings)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
CLOSINGPHRASE = msdyn_closingphrase

Configurations (msdyn_productconfigurations)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
CONFIGURATIONID > msdyn_productconfiguration

Contact person titles (msdyn_salescontactpersontitles)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
JOBTITLE = msdyn_jobtitle
JOBTITLEALIAS = msdyn_jobtitlealias

Contacts V2 (msdyn_contactforparties)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
CONTACTPERSONID = msdyn_contactforpartynumber
CONTACTPERSONPARTYNUMBER = msdyn_contactpartyid.msdyn_partynumber
ASSOCIATEDPARTYNUMBER = msdyn_associatedpartyid.msdyn_partynumber
EMPLOYMENTPROFESSION = msdyn_employmentprofession
EMPLOYMENTDEPARTMENT = msdyn_employmentdepartment
PRIMARYSALUTATIONPHRASE = msdyn_primarysalutationphrase.msdyn_salutationphrase
ASSISTANTNAME = msdyn_assistantname
ASSISTANTPHONENUMBER = msdyn_assistantphonenumber
AVAILABLEFROMTIME = msdyn_availablefromtime
AVAILABLETOTIME = msdyn_availabletotime
CONTACTACTIVITYSENSITIVITYLEVEL ><
normal : 192350000
personal : 192350001
private : 192350002
confidential : 192350003		 msdyn_contactactivitysensitivitylevel
CONTACTPERSONRESPONSIBLEPERSONNELNUMBER = msdyn_employeeresponsible.cdm_workernumber
DECISIONMAKINGROLECODE = msdyn_decisionmakingrole.msdyn_rolename
EMPLOYMENTCOMPUTERNETWORKNAME = msdyn_employmentcomputernetworkname
EMPLOYMENTJOBFUNCTIONNAME = msdyn_employmentjobfunctionname
EMPLOYMENTJOBTITLE = msdyn_jobtitle.msdyn_jobtitlealias
EMPLOYMENTOFFICELOCATION = msdyn_employmentofficelocation
GOVERNMENTIDENTIFICATIONNUMBER = msdyn_governmentidentificationnumber
HASREQUESTEDINTERNETACCESS ><
no : False
yes : True		 msdyn_hasrequestedinternetaccess
IDENTITYCARDNUMBER = msdyn_identitycardnumber
ISRECEIVINGDIRECTMAIL ><
no : False
yes : True		 msdyn_isreceivingdirectmail
ISVIP ><
no : False
yes : True		 msdyn_isvip
LOYALTYLEVELPHRASE = msdyn_loyaltylevelphrase.msdyn_levelphrase
MANAGERCONTACTPERSONID = msdyn_parentcontactforpartyid.msdyn_contactforpartynumber
MICROSOFTOUTLOOKCATEGORIES = msdyn_microsoftoutlookcategories
MILEAGEDISTANCE = msdyn_mileagedistance
NOTES = msdyn_notes
ORGANIZATIONIDENTIFICATIONNUMBER = msdyn_organizationidentificationnumber
PERSONALCHARACTERTYPECODE = msdyn_personalcharactertypecode.msdyn_typename
PRIMARYCOMPLIMENTARYCLOSINGPHRASE = msdyn_primarycomplimentaryclosingphrase.msdyn_closingphrase
CONTACTINFORMATIONLANGUAGEID ><
ar : 192350000
ar-ae : 192350001
cs : 192350002
da : 192350003
de : 192350004
de-at : 192350005
de-ch : 192350006
en-au : 192350007
en-gb : 192350009
en-ie : 192350010
en-in : 192350011
en-ca : 192350008
en-my : 192350012
en-nz : 192350013
en-sg : 192350014
en-us : 192350015
en-za : 192350016
es : 192350017
es-mx : 192350018
et : 192350019
fi : 192350020
fr : 192350021
fr-be : 192350022
fr-ca : 192350023
fr-ch : 192350024
hu : 192350025
is : 192350026
it : 192350027
it-ch : 192350028
ja : 192350029
lt : 192350030
lv : 192350031
nb-no : 192350032
nl : 192350033
nl-be : 192350034
pl : 192350035
pt-br : 192350036
ru : 192350037
sv : 192350038
th : 192350039
tr : 192350040
zh-hans : 192350041		 msdyn_nativelanguage
SPOUSENAME = msdyn_spousename

Currencies (transactioncurrencies)

This template synchronizes data between finance and operations apps and Dataverse.

Source filter: ((CURRENCYCODE != "999"))

Finance and operations field Map type Customer engagement column Default value
CURRENCYCODE = isocurrencycode
NAME = currencyname
SYMBOL = currencysymbol
none >> exchangerate 1.0000000000

Customer Attachments (annotations)

This template synchronizes data between finance and operations apps and Dataverse.

Source filter: ((TypeId == "Note") || (TypeId == "URL"))

Reversed source filter: (objecttypecode eq 'account' or objecttypecode eq 'contact') and msdyn_relatedentityid ne null

Finance and operations field Map type Customer engagement column Default value
DOCUMENTID = msdyn_notesid
NAME = subject
none >> objecttypecode account
CUSTOMERACCOUNTNUMBER = msdyn_relatedentityid
TYPEID << none Note
NOTES = notetext
RESTRICTION ><
internal : 0
external : 1		 msdyn_restriction

Customer groups (msdyn_customergroups)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
CUSTOMERGROUPID = msdyn_groupid
DESCRIPTION = msdyn_description
ISSALESTAXINCLUDEDINPRICE ><
no : False
yes : True		 msdyn_issalestaxincludedinprice
PAYMENTTERMID = msdyn_paymenttermid.msdyn_name
CLEARINGPERIODPAYMENTTERMNAME = msdyn_clearingperiodpaymenttermname.msdyn_name

Customer hierarchies (msdyn_customerhierarchies)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
CUSTOMERHIERARCHYID = msdyn_customerhierarchynumber
NAME = msdyn_name
ORGANIZATIONPARTYNUMBER = msdyn_organizationpartynumber.msdyn_partynumber
PURPOSE ><
B2BOrganization : 192350000		 msdyn_purpose

Customer hierarchy nodes (msdyn_customerhierarchynodes)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
CUSTOMERHIERARCHYID = msdyn_customerhierarchynumber.msdyn_customerhierarchynumber
NODEPARTYNUMBER = msdyn_nodepartynumber.msdyn_partynumber
NODETYPE ><
Customer : 192350000		 msdyn_nodetype
ROLE ><
Admin : 192350000
User : 192350001		 msdyn_role

Customer payment method (msdyn_customerpaymentmethods)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
NAME = msdyn_name
ACCOUNTTYPE ><
ledger : 806380000
cust : 806380001
vend : 806380002
project : 806380003
fixedassets : 806380004
bank : 806380005		 msdyn_accounttype
DISCOUNTGRACEPERIODDAYS = msdyn_discountgraceperioddays
BRIDGINGPOSTINGENABLED ><
no : False
yes : True		 msdyn_bridgingpostingenabled
ISSEPA ><
no : False
yes : True		 msdyn_issepa
LASTFILENUMBER = msdyn_lastfilenumber
LASTFILENUMBERTODAY = msdyn_lastfilenumbertoday
DESCRIPTION = msdyn_description
PAYMENTTYPE ><
other : 806380000
electronicPayment : 806380001
check : 806380002
billOfExchange : 806380003
creditCard : 806380004		 msdyn_paymenttype
CREATEANDDRAWBILLOFEXCHANGEDURINGINVOICEPOSTING ><
no : False
yes : True		 msdyn_invoiceupdate
PAYMENTSTATUS ><
none : 806380000
sent : 806380001
recieved : 806380002
confirmed : 806380003
rejected : 806380004		 msdyn_paymentstatus
SUMBYPERIOD ><
invoice : 806380000
week : 806380002
total : 806380003
transDate : 806380001		 msdyn_sumbyperiod
ENABLEPOSTDATEDCHECKCLEARINGPOSTING ><
no : False
yes : True		 msdyn_enablepostdatescheckclearingposting
BILLOFEXCHANGEDRAFTTYPE ><
acceptance : 806380002
promissory : 806380003
bankAcceptance : 806380004
nodraft : 806380000
noacceptance : 806380001		 msdyn_billofexchangedrafttype
DIRECTDEBIT ><
no : False
yes : True		 msdyn_directdebit

Customers V3 (accounts)

This template synchronizes data between finance and operations apps and Dataverse.

Source filter: ((PartyType == "Organization"))

Reversed source filter: customertypecode eq 3

Finance and operations field Map type Customer engagement column Default value
CUSTOMERACCOUNT = accountnumber
CREDITLIMIT = creditlimit
SALESCURRENCYCODE = transactioncurrencyid.isocurrencycode
SALESMEMO = description
CREDITLIMITISMANDATORY ><
no : False
yes : True		 msdyn_creditlimitismandatory
CREDITRATING = msdyn_creditrating
CUSTOMERGROUPID = msdyn_customergroupid.msdyn_groupid
IDENTIFICATIONNUMBER = msdyn_identificationnumber
INVOICEACCOUNT = msdyn_billingaccount.accountnumber
ISONETIMECUSTOMER ><
no : False
yes : True		 msdyn_onetimecustomer
ONHOLDSTATUS ><
no : 806380000
invoice : 806380001
all : 806380002
payment : 806380003
requisition : 806380004
never : 806380005		 msdyn_onholdstatus
PARTYCOUNTRY = msdyn_partycountry
PARTYSTATE = msdyn_partystateprovince
PAYMENTDAY = msdyn_paymentday.msdyn_name
PAYMENTMETHOD = msdyn_customerpaymentmethod.msdyn_name
PAYMENTSCHEDULE = msdyn_paymentschedule.msdyn_name
PAYMENTTERMS = msdyn_paymentterm.msdyn_name
PAYMENTTERMSBASEDAYS = msdyn_paymenttermsbasedays
TAXEXEMPTNUMBER = msdyn_taxexemptnumber
VENDORACCOUNT = msdyn_vendor.msdyn_vendoraccountnumber
none >> customertypecode 3
PARTYTYPE << none Organization
PARTYNUMBER = msdyn_partyid.msdyn_partynumber
CONTACTPERSONID = msdyn_primarycontact.msdyn_contactforpartynumber
SALESTAXGROUP = msdyn_salestaxgroup.msdyn_name

Customers V3 (contacts)

This template synchronizes data between finance and operations apps and Dataverse.

Source filter: ((PartyType == "Person"))

Reversed source filter: msdyn_sellable eq true and msdyn_contactpersonid ne null

Finance and operations field Map type Customer engagement column Default value
none >> msdyn_sellable True
PARTYTYPE << none Person
PARTYNUMBER = msdyn_partyid.msdyn_partynumber
CUSTOMERACCOUNT = msdyn_contactpersonid
CUSTOMERGROUPID = msdyn_customergroupid.msdyn_groupid
IDENTIFICATIONNUMBER = msdyn_identificationnumber
PARTYCOUNTRY = msdyn_partycountry
PARTYSTATE = msdyn_partystateprovince
SALESCURRENCYCODE = transactioncurrencyid.isocurrencycode
SALESMEMO = description
PAYMENTDAY = msdyn_paymentday.msdyn_name
PAYMENTSCHEDULE = msdyn_paymentschedule.msdyn_name
PAYMENTMETHOD = msdyn_customerpaymentmethod.msdyn_name
SALESTAXGROUP = msdyn_salestaxgroup.msdyn_name
PAYMENTTERMS = msdyn_paymentterms.msdyn_name
CONTACTPERSONID = msdyn_primarycontact.msdyn_contactforpartynumber

Decision making roles (msdyn_decisionmakingroles)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
ROLEDESCRIPTION = msdyn_roledescription
ROLENAME = msdyn_rolename

Default order settings (msdyn_productdefaultordersettings)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
INVENTWAREHOUSEID = msdyn_inventorywarehouse.msdyn_warehouseidentifier
INVENTORYSITEID = msdyn_inventorysite.msdyn_siteid
INVENTORYATPDELAYEDDEMANDOFFSETDAYS = msdyn_inventoryatpdelayeddemandoffsetdays
INVENTORYATPDELAYEDSUPPLYOFFSETDAYS = msdyn_inventoryatpdelayedsupplyoffsetdays
ITEMNUMBER = msdyn_itemnumber.msdyn_itemnumber
INVENTORYATPBACKWARDDEMANDTIMEFENCEDAYS = msdyn_inventoryatpbackwarddemandtimefencedays
INVENTORYATPBACKWARDSUPPLYTIMEFENCEDAYS = msdyn_inventoryatpbackwardsupplytimefencedays
INVENTORYATPTIMEFENCEDAYS = msdyn_inventoryatptimefencedays
MAXIMUMINVENTORYORDERQUANTITY = msdyn_maximuminventoryorderquantity
MAXIMUMPROCUREMENTORDERQUANTITY = msdyn_maximumprocurementorderquantity
MAXIMUMSALESORDERQUANTITY = msdyn_maximumsalesorderquantity
MINIMUMINVENTORYORDERQUANTITY = msdyn_minimuminventoryorderquantity
MINIMUMPROCUREMENTORDERQUANTITY = msdyn_minimumprocurementorderquantity
MINIMUMSALESORDERQUANTITY = msdyn_minimumsalesorderquantity
STANDARDINVENTORYORDERQUANTITY = msdyn_standardinventoryorderquantity
STANDARDPROCUREMENTORDERQUANTITY = msdyn_standardprocurementorderquantity
STANDARDSALESORDERQUANTITY = msdyn_standardsalesorderquantity
INVENTORYLEADTIMEDAYS = msdyn_inventoryleadtimedays
INVENTORYQUANTITYMULTIPLES = msdyn_inventoryquantitymultiples
PROCUREMENTQUANTITYMULTIPLES = msdyn_procurementquantitymultiples
SALESQUANTITYMULTIPLES = msdyn_salesquantitymultiples
PROCUREMENTSITEID = msdyn_procurementsite.msdyn_siteid
PROCUREMENTLEADTIMEDAYS = msdyn_procurementleadtimedays
SALESSITEID = msdyn_salessite.msdyn_siteid
SALESATPDELAYEDDEMANDOFFSETDAYS = msdyn_salesatpdelayeddemandoffsetdays
SALESATPDELAYEDSUPPLYOFFSETDAYS = msdyn_salesatpdelayedsupplyoffsetdays
SALESATPBACKWARDDEMANDTIMEFENCEDAYS = msdyn_salesatpbackwarddemandtimefencedays
SALESATPBACKWARDSUPPLYTIMEFENCEDAYS = msdyn_salesatpbackwardsupplytimefencedays
SALESATPTIMEFENCEDAYS = msdyn_salesatptimefencedays
SALESLEADTIMEDAYS = msdyn_salesleadtimedays
PROCUREMENTWAREHOUSEID = msdyn_procurementwarehouse.msdyn_warehouseidentifier
SALESWAREHOUSEID = msdyn_saleswarehouse.msdyn_warehouseidentifier
AREINVENTORYORDERPROMISINGDEFAULTSOVERRIDDEN ><
no : False
yes : True		 msdyn_areinventoryorderdefaultsoverridden
INVENTORYORDERPROMISINGMETHOD ><
none : 192350000
salesLeadTime : 192350001
atp : 192350002
atpPlusIssueMargin : 192350003
ctp : 192350004		 msdyn_inventoryorderpromisingmethod
ISINVENTORYATPINCLUDINGPLANNEDORDERS ><
false : False
true : True		 msdyn_isinventoryatpincludingplannedorders
ISINVENTORYUSINGWORKINGDAYS ><
no : False
yes : True		 msdyn_isinventoryusingworkingdays
ISINVENTORYSITEMANDATORY ><
no : False
yes : True		 msdyn_isinventorysitemandatory
ISINVENTORYPROCESSINGSTOPPED ><
no : False
yes : True		 msdyn_isinventoryprocessingstopped
ISPROCUREMENTUSINGWORKINGDAYS ><
no : False
yes : True		 msdyn_isprocurementusingworkingdays
ISPROCUREMENTSITEMANDATORY ><
no : False
yes : True		 msdyn_isprocurementsitemandatory
ISPROCUREMENTPROCESSINGSTOPPED ><
no : False
yes : True		 msdyn_isprocurementprocessingstopped
ARESALESORDERPROMISINGDEFAULTSOVERRIDDEN ><
no : False
yes : True		 msdyn_aresalesorderdefaultsoverridden
SALESORDERPROMISINGMETHOD ><
none : 192350000
salesLeadTime : 192350001
atp : 192350002
atpPlusIssueMargin : 192350003
ctp : 192350004		 msdyn_salesorderpromisingmethod
ISSALESATPINCLUDINGPLANNEDORDERS ><
false : False
true : True		 msdyn_issalesatpincludingplannedorders
ISSALESSITEMANDATORY ><
no : False
yes : True		 msdyn_issalessitemandatory
ISSALESLEADTIMEOVERRIDDEN ><
no : False
yes : True		 msdyn_issalesleadtimeoverridden
ISSALESPROCESSINGSTOPPED ><
no : False
yes : True		 msdyn_issalesprocessingstopped
ISINVENTORYWAREHOUSEMANDATORY ><
no : False
yes : True		 msdyn_isinventorywarehousemandatory
ISPROCUREMENTWAREHOUSEMANDATORY ><
no : False
yes : True		 msdyn_isprocurementwarehousemandatory
ISSALESWAREHOUSEMANDATORY ><
no : False
yes : True		 msdyn_issaleswarehousemandatory

DV released distinct products (products)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
PRODUCTNUMBER > msdyn_productnumber
PRODUCTNAME > name
PRODUCTDESCRIPTION > description
ITEMNUMBER > msdyn_itemnumber
PRODUCTTYPE >>
item : 1
service : 3		 producttypecode
PRODUCTCOLORID > msdyn_productcolor.msdyn_productcolorname
PRODUCTCONFIGURATIONID > msdyn_productconfiguration.msdyn_productconfiguration
PRODUCTSIZEID > msdyn_productsize.msdyn_productsize
PRODUCTSTYLEID > msdyn_productstyle.msdyn_productstyle
ITEMNUMBER > msdyn_sharedproductdetailid.msdyn_itemnumber
[None] >> msdyn_shouldsyncwithsharedproductdetails True

DV released products (msdyn_sharedproductdetails)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
PRODUCTNUMBER > msdyn_globalproduct.msdyn_productnumber
INTRASTATCHARGEPERCENTAGE > msdyn_intrastatchargepercentage
ITEMNUMBER > msdyn_itemnumber
APPROXIMATESALESTAXPERCENTAGE > msdyn_approximatesalestaxpercentage
BESTBEFOREPERIODDAYS > msdyn_bestbeforeperioddays
CARRYINGCOSTABCCODE >>
none : 806380000
a : 806380001
b : 806380002
c : 806380003		 msdyn_carryingcostabccode
CONSTANTSCRAPQUANTITY > msdyn_constantscrapquantity
COSTCHARGESQUANTITY > msdyn_costchargesquantity
DEFAULTRECEIVINGQUANTITY > msdyn_defaultreceivingquantity
FIXEDPURCHASEPRICECHARGES > msdyn_fixedpurchasepricecharges
FIXEDSALESPRICECHARGES > msdyn_fixedsalespricecharges
GROSSDEPTH > msdyn_grossdepth
GROSSPRODUCTHEIGHT > msdyn_grossproductheight
GROSSPRODUCTWIDTH > msdyn_grossproductwidth
INVENTORYUNITSYMBOL > msdyn_inventoryunitsymbol.msdyn_symbol
ISDISCOUNTPOSREGISTRATIONPROHIBITED >>
no : False
yes : True		 msdyn_isdiscountposregistrationprohibited
ISEXEMPTFROMAUTOMATICNOTIFICATIONANDCANCELLATION >>
no : False
yes : True		 msdyn_exemptautomaticnotificationcancel
ISINSTALLMENTELIGIBLE >>
no : False
yes : True		 msdyn_isinstallmenteligible
ISINTERCOMPANYPURCHASEUSAGEBLOCKED >>
no : False
yes : True		 msdyn_isintercompanypurchaseusageblocked
ISINTERCOMPANYSALESUSAGEBLOCKED >>
no : False
yes : True		 msdyn_isintercompanysalesusageblocked
ISMANUALDISCOUNTPOSREGISTRATIONPROHIBITED >>
no : False
yes : True		 msdyn_ismanualdiscposregistrationprohibited
ISPHANTOM >>
no : False
yes : True		 msdyn_isphantom
ISPOSREGISTRATIONBLOCKED >>
no : False
yes : True		 msdyn_isposregistrationblocked
ISPOSREGISTRATIONQUANTITYNEGATIVE >>
no : False
yes : True		 msdyn_isposregistrationquantitynegative
ISPURCHASEPRICEAUTOMATICALLYUPDATED >>
no : False
yes : True		 msdyn_ispurchasepriceautomaticallyupdated
ISPURCHASEPRICEINCLUDINGCHARGES >>
no : False
yes : True		 msdyn_ispurchasepriceincludingcharges
ISSALESWITHHOLDINGTAXCALCULATED >>
no : False
yes : True		 msdyn_issaleswithholdingtaxcalculated
ISRESTRICTEDFORCOUPONS >>
no : False
yes : True		 msdyn_isrestrictedforcoupons
ISSALESPRICEADJUSTMENTALLOWED >>
no : False
yes : True		 msdyn_issalespriceadjustmentallowed
ISSALESPRICEINCLUDINGCHARGES >>
no : False
yes : True		 msdyn_issalespriceincludingcharges
ISSCALEPRODUCT >>
no : False
yes : True		 msdyn_isscaleproduct
ISSHIPALONEENABLED >>
no : False
yes : True		 msdyn_isshipaloneenabled
ISUNITCOSTPRODUCTVARIANTSPECIFIC >>
no : False
yes : True		 msdyn_isunitcostproductvariantspecific
ISVARIANTSHELFLABELSPRINTINGENABLED >>
no : False
yes : True		 msdyn_isvariantshelflabelsprintingenabled
ISZEROPRICEPOSREGISTRATIONALLOWED >>
no : False
yes : True		 msdyn_iszeropriceposregistrationallowed
KEYINPRICEREQUIREMENTSATPOSREGISTER >>
notMandatory : 806380000
newPrice : 806380001
higherEqual : 806380002
lowerEqual : 806380003
noPrice : 806380004		 msdyn_keyinpricerequirementsatposregister
KEYINQUANTITYREQUIREMENTSATPOSREGISTER >>
notMandatory : 806380000
keyIn : 806380001
notKeyIn : 806380002		 msdyn_keyinquantityrequirementsatposregister
MARGINABCCODE >>
none : 806380000
a : 806380001
b : 806380002
c : 806380003		 msdyn_marginabccode
MAXIMUMPICKQUANTITY > msdyn_maximumpickquantity
MUSTKEYINCOMMENTATPOSREGISTER >>
no : False
yes : True		 msdyn_mustkeyincommentatposregister
NECESSARYPRODUCTIONWORKINGTIMESCHEDULINGPROPERTYID > msdyn_necessaryproductionworkingtimeschedulingp
NETPRODUCTWEIGHT > msdyn_netproductweight
PACKINGDUTYQUANTITY > msdyn_packingdutyquantity
POSREGISTRATIONACTIVATIONDATE > msdyn_posregistrationactivationdate
POSREGISTRATIONBLOCKEDDATE > msdyn_posregistrationblockeddate
POSREGISTRATIONPLANNEDBLOCKEDDATE > msdyn_posregistrationplannedblockeddate
POTENCYBASEATTIBUTETARGETVALUE > msdyn_potencybaseattibutetargetvalue
POTENCYBASEATTRIBUTEVALUEENTRYEVENT >>
purchProdReceipt : 806380000
quality : 806380001		 msdyn_potencybaseattributevalueentryevent
PRODUCTTYPE >>
item : 806380001
service : 806380002		 msdyn_producttype
PRODUCTIONCONSUMPTIONDENSITYCONVERSIONFACTOR > msdyn_productionconsumptiondensityconversion
PRODUCTIONCONSUMPTIONDEPTHCONVERSIONFACTOR > msdyn_productionconsumptiondepthconversion
PRODUCTIONCONSUMPTIONHEIGHTCONVERSIONFACTOR > msdyn_productionconsumptionheightconversion
PRODUCTIONCONSUMPTIONWIDTHCONVERSIONFACTOR > msdyn_productionconsumptionwidthconversion
PRODUCTVOLUME > msdyn_productvolume
PURCHASECHARGESQUANTITY > msdyn_purchasechargesquantity
PURCHASEOVERDELIVERYPERCENTAGE > msdyn_purchaseoverdeliverypercentage
PURCHASEPRICE > msdyn_purchaseprice
PURCHASEPRICEDATE > msdyn_purchasepricedate
PURCHASEPRICINGPRECISION > msdyn_purchasepricingprecision
PURCHASEUNDERDELIVERYPERCENTAGE > msdyn_purchaseunderdeliverypercentage
RAWMATERIALPICKINGPRINCIPLE >>
staging : 806380000
orderPicking : 806380001		 msdyn_rawmaterialpickingprinciple
SALESCHARGESQUANTITY > msdyn_saleschargesquantity
SALESOVERDELIVERYPERCENTAGE > msdyn_salesoverdeliverypercentage
SALESPRICE > msdyn_salesprice
SALESPRICECALCULATIONCHARGESPERCENTAGE > msdyn_salespricecalculationchargespercentage
SALESPRICECALCULATIONCONTRIBUTIONRATIO > msdyn_salespricecalculationcontributionratio
SALESPRICECALCULATIONMODEL >>
none : 806380000
contributionratio : 806380001
percentMarkup : 806380002		 msdyn_salespricecalculationmodel
SALESPRICEDATE > msdyn_salespricedate
SALESPRICINGPRECISION > msdyn_salespricingprecision
SALESUNDERDELIVERYPERCENTAGE > msdyn_salesunderdeliverypercentage
SALESUNITSYMBOL > msdyn_salesunitsymbol.msdyn_symbol
SCALEINDICATOR >>
relevant : 806380000
notRelevant : 806380001		 msdyn_scaleindicator
SELLSTARTDATE > msdyn_sellstartdate
SHELFADVICEPERIODDAYS > msdyn_shelfadviceperioddays
SHELFLIFEPERIODDAYS > msdyn_shelflifeperioddays
SHIPSTARTDATE > msdyn_shipstartdate
TAREPRODUCTWEIGHT > msdyn_tareproductweight
TRANSFERORDEROVERDELIVERYPERCENTAGE > msdyn_transferorderoverdeliverypercentage
TRANSFERORDERUNDERDELIVERYPERCENTAGE > msdyn_transferorderunderdeliverypercentage
UNITCOST > msdyn_unitcost
UNITCOSTDATE > msdyn_unitcostdate
UNITCOSTQUANTITY > msdyn_unitcostquantity
VARIABLESCRAPPERCENTAGE > msdyn_variablescrappercentage
WAREHOUSEMOBILEDEVICEDESCRIPTIONLINE1 > msdyn_warehousemobiledevicedescriptionline1
WAREHOUSEMOBILEDEVICEDESCRIPTIONLINE2 > msdyn_warehousemobiledevicedescriptionline2
WILLINVENTORYISSUEAUTOMATICALLYREPORTASFINISHED >>
no : False
yes : True		 msdyn_willinventoryissueautoreportasfinished
WILLINVENTORYRECEIPTIGNOREFLUSHINGPRINCIPLE >>
no : False
yes : True		 msdyn_willinventoryreceiptignoreflushing
WILLPICKINGWORKBENCHAPPLYBOXINGLOGIC >>
no : False
yes : True		 msdyn_willpickingworkbenchapplyboxinglogic
WILLTOTALPURCHASEDISCOUNTCALCULATIONINCLUDEPRODUCT >>
no : False
yes : True		 msdyn_willtotalpurchdiscountcalcincludeproduct
WILLTOTALSALESDISCOUNTCALCULATIONINCLUDEPRODUCT >>
no : False
yes : True		 msdyn_willtotalsalesdiscountcalcincludeproduct
WILLWORKCENTERPICKINGALLOWNEGATIVEINVENTORY >>
no : False
yes : True		 msdyn_willworkcenterpickingallownegativeinvent
YIELDPERCENTAGE > msdyn_yieldpercentage
ISUNITCOSTAUTOMATICALLYUPDATED >>
no : False
yes : True		 msdyn_isunitcostautomaticallyupdated
PURCHASEUNITSYMBOL > msdyn_purchaseunitsymbol.msdyn_symbol
PURCHASEPRICEQUANTITY > msdyn_purchasepricequantity
ISUNITCOSTINCLUDINGCHARGES >>
no : False
yes : True		 msdyn_isunitcostincludingcharges
FIXEDCOSTCHARGES > msdyn_fixedcostcharges
MINIMUMCATCHWEIGHTQUANTITY > msdyn_minimumcatchweightquantity
MAXIMUMCATCHWEIGHTQUANTITY > msdyn_maximumcatchweightquantity
ALTERNATIVEITEMNUMBER > msdyn_alternativeitemnumber.msdyn_itemnumber
BOMUNITSYMBOL > msdyn_bomunitsymbol.msdyn_symbol
CATCHWEIGHTUNITSYMBOL > msdyn_catchweightunitsymbol.msdyn_symbol
COMPARISONPRICEBASEUNITSYMBOL > msdyn_comparisonpricebaseunitsymbol.msdyn_symbol
PRIMARYVENDORACCOUNTNUMBER > msdyn_vendorid.msdyn_vendoraccountnumber
ISCATCHWEIGHTPRODUCT >>
no : False
yes : True		 msdyn_iscatchweight
PRODUCTDIMENSIONGROUPNAME > msdyn_productdimensiongroupid.msdyn_groupname
STORAGEDIMENSIONGROUPNAME > msdyn_storagedimensiongroup.msdyn_groupname
TRACKINGDIMENSIONGROUPNAME > msdyn_trackingdimensiongroup.msdyn_groupname
PRODUCTNAME > msdyn_productname
PRODUCTDESCRIPTION > msdyn_productdescription
ISSTOCKEDPRODUCT >>
no : False
yes : True		 msdyn_isstockedproduct
FIELDSERVICEPRODUCTTYPE >>
Inventory : 690970000
NonInventory : 690970001
Service : 690970002		 msdyn_fieldserviceproducttype
CURRENCYCODE > msdyn_transactioncurrencyid.isocurrencycode
[None] >> msdyn_shouldsyncwithproducts True

Dynamics 365 Sales feature management states (msdyn_supplychainfeaturestates)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
NAME = msdyn_name
ISENABLED ><
no : 1
yes : 0		 statecode

Dynamics 365 Sales order headers (salesorders)

This template synchronizes data between finance and operations apps and Dataverse.

Reversed source filter: msdyn_ordertype eq 192350000 and msdyn_isreadytosync eq true

Finance and operations field Map type Customer engagement column Default value
SALESORDERNUMBER = msdyn_salesordernumber
ORDERINGCUSTOMERACCOUNTNUMBER = customerid.Account(accountnumber).Contact(msdyn_contactpersonid)
CURRENCYCODE = transactioncurrencyid.isocurrencycode
DELIVERYADDRESSCITY = shipto_city
DELIVERYADDRESSCOUNTRYREGIONISOCODE ><
us : united states
de : germany
fr : france
gb : united kingdom
jp : japan
in : india
es : spain
nz : new zealand
au : australia
co : columbia
za : south africa
be : belgium
ca : canada
at : austria
tr : turkey
cn : china
dk : denmark
se : sweden
no : norway
fi : finland
eg : egypt		 shipto_country
DELIVERYADDRESSSTREETNUMBER = shipto_line2
DELIVERYADDRESSZIPCODE = shipto_postalcode
DELIVERYADDRESSSTREET = shipto_line1
DELIVERYADDRESSSTATEID = shipto_stateorprovince
SALESORDERNAME > name
INVOICEADDRESSCITY > billto_city
INVOICEADDRESSSTREET > billto_line1
INVOICEADDRESSSTREETNUMBER > billto_line2
INVOICEADDRESSCOUNTRYREGIONISOCODE > billto_country
INVOICEADDRESSSTATEID > billto_stateorprovince
INVOICEADDRESSZIPCODE > billto_postalcode
ORDERTOTALAMOUNT > totalamount
TOTALDISCOUNTAMOUNT > discountamount
ORDERTOTALTAXAMOUNT > totaltax
ORDERTOTALCHARGESAMOUNT > freightamount
AREPRICESINCLUDINGSALESTAX ><
no : False
yes : True		 msdyn_arepricesincludingsalestax
CONFIRMEDRECEIPTDATE = msdyn_confirmedreceiptdate
CONFIRMEDSHIPPINGDATE = msdyn_confirmedshippingdate
CONTACTPERSONID = msdyn_contactperson.msdyn_contactpersonid
CUSTOMERREQUISITIONNUMBER = msdyn_customerrequisitionnumber
DEFAULTSHIPPINGSITEID = msdyn_defaultshippingsite.msdyn_siteid
DEFAULTSHIPPINGWAREHOUSEID = msdyn_defaultshippingwarehouse.msdyn_warehouseidentifier
DELIVERYADDRESSCOUNTYID = msdyn_deliveryaddresscountyid
DELIVERYADDRESSDESCRIPTION = msdyn_deliveryaddressdescription
DELIVERYADDRESSDISTRICTNAME = msdyn_deliveryaddressdistrictname
DELIVERYADDRESSDUNSNUMBER = msdyn_deliveryaddressdunsnumber
DELIVERYADDRESSLATITUDE = msdyn_deliveryaddresslatitude
DELIVERYADDRESSLOCATIONID = msdyn_deliveryaddresslocationid
DELIVERYADDRESSLONGITUDE = msdyn_deliveryaddresslongitude
DELIVERYADDRESSNAME = msdyn_deliveryaddressname
DELIVERYADDRESSPOSTBOX = msdyn_deliveryaddresspostbox
DELIVERYBUILDINGCOMPLIMENT = msdyn_deliverybuildingcompliment
FORMATTEDDELVERYADDRESS > msdyn_formatteddeliveryaddress
EMAIL = emailaddress
FORMATTEDINVOICEADDRESS > msdyn_formattedinvoiceaddress
INVOICEADDRESSCOUNTYID > msdyn_invoiceaddresscountyid
INVOICEADDRESSDISTRICTNAME > msdyn_invoiceaddressdistrictname
INVOICEADDRESSLATITUDE > msdyn_invoiceaddresslatitude
INVOICEADDRESSLONGITUDE > msdyn_invoiceaddresslongitude
INVOICEADDRESSPOSTBOX > msdyn_invoiceaddresspostbox
INVOICEBUILDINGCOMPLIMENT > msdyn_invoicebuildingcompliment
INVOICECUSTOMERACCOUNTNUMBER = msdyn_invoicecustomerid.Account(accountnumber).Contact(msdyn_contactpersonid)
ISDELIVERYADDRESSORDERSPECIFIC ><
no : False
yes : True		 msdyn_isdeliveryaddressorderspecific
ISDELIVERYADDRESSPRIVATE ><
no : False
yes : True		 msdyn_isdeliveryaddressprivate
ISINVOICEADDRESSPRIVATE >>
no : False
yes : True		 msdyn_isinvoiceaddressprivate
ISONETIMECUSTOMER ><
no : False
yes : True		 msdyn_isonetimecustomer
ISSALESPROCESSINGSTOPPED ><
no : False
yes : True		 msdyn_issalesprocessingstopped
PAYMENTTERMSBASEDATE = msdyn_paymenttermsbasedate
PAYMENTTERMSNAME = msdyn_paymentterms.msdyn_name
PRICECUSTOMERGROUPCODE = msdyn_pricecustomergroup.msdyn_groupcode
QUOTATIONNUMBER = msdyn_quotationnumber
REQUESTEDRECEIPTDATE = msdyn_requestedreceiptdate
REQUESTEDSHIPPINGDATE = requestdeliveryby
SALESORDERPROMISINGMETHOD ><
none : 192350000
salesLeadTime : 192350001
atp : 192350002
atpPlusIssueMargin : 192350003
ctp : 192350004		 msdyn_salesorderpromisingmethod
URL = msdyn_url
SALESORDERPROCESSINGSTATUS ><
active : 192350000
confirmed : 192350001
picked : 192350002
partiallyDelivered : 192350003
delivered : 192350004
invoiced : 192350005
partiallyInvoiced : 192350006
canceled : 192350007
deliveredPartiallyInvoiced : 192350008		 msdyn_processingstatus
LANGUAGEID ><
ar : 192350000
ar-ae : 192350001
cs : 192350002
da : 192350003
de : 192350004
de-at : 192350005
de-ch : 192350006
en-au : 192350007
en-gb : 192350009
en-ie : 192350010
en-in : 192350011
en-ca : 192350008
en-my : 192350012
en-nz : 192350013
en-sg : 192350014
en-us : 192350015
en-za : 192350016
es : 192350017
es-mx : 192350018
et : 192350019
fi : 192350020
fr : 192350021
fr-be : 192350022
fr-ca : 192350023
fr-ch : 192350024
hu : 192350025
is : 192350026
it : 192350027
it-ch : 192350028
ja : 192350029
lt : 192350030
lv : 192350031
nb-no : 192350032
nl : 192350033
nl-be : 192350034
pl : 192350035
pt-br : 192350036
ru : 192350037
sv : 192350038
th : 192350039
tr : 192350040
zh-hans : 192350041		 msdyn_language
CUSTOMERSORDERREFERENCE = msdyn_customersorderreference
DELIVERYMODECODE = msdyn_deliverymode.msdyn_name
DELIVERYTERMSCODE = msdyn_deliveryterms.msdyn_termscode
SALESORDERORIGINCODE = msdyn_salesorderorigin.msdyn_origincode
none >> msdyn_ordertype 192350000
CURRENCYCODE > msdyn_isocurrencycode

Dynamics 365 Sales order lines (salesorderdetails)

This template synchronizes data between finance and operations apps and Dataverse.

Reversed source filter:

  • Version 1.x.x.x: msdyn_isreadytosync eq true
    (to be used in the context of Supply Chain solution without Project Operations or Field Services solution installed.)
  • Version 2.x.x.x: (msdyn_linetype ne 690970000 or msdyn_linetype eq null) and msdyn_isreadytosync eq true
    (to be used in the context of Supply Chain solution and Project Operations or Field Services solution installed.)
Finance and operations field Map type Customer engagement column Default value
CURRENCYCODE > transactioncurrencyid.isocurrencycode
DELIVERYADDRESSCITY = shipto_city
DELIVERYADDRESSCOUNTRYREGIONISOCODE ><
us : united states
de : germany
fr : france
gb : united kingdom
jp : japan
in : india
es : spain
nz : new zealand
au : australia
co : columbia
za : south africa
be : belgium
ca : canada
at : austria
tr : turkey
cn : china
dk : denmark
se : sweden
no : norway
fi : finland
eg : egypt		 shipto_country
DELIVERYADDRESSZIPCODE = shipto_postalcode
DELIVERYADDRESSSTATEID = shipto_stateorprovince
DELIVERYADDRESSSTREET = shipto_line1
DELIVERYADDRESSSTREETNUMBER = shipto_line2
LINEAMOUNT > extendedamount
LINECREATIONSEQUENCENUMBER = sequencenumber
ORDEREDSALESQUANTITY = quantity
PRODUCTNAME = description
PRODUCTNUMBER = productid.msdyn_productnumber
SALESORDERNUMBER = salesorderid.msdyn_salesordernumber
SALESUNITSYMBOL = uomid.msdyn_symbol
TOTALDISCOUNTAMOUNT = manualdiscountamount
TOTALTAXAMOUNT > tax
SALESPRICE = priceperunit
LINEAMOUNT > baseamount
SALESPRODUCTCATEGORYNAME = msdyn_salesproductcategory.msdyn_name
SALESPRODUCTCATEGORYHIERARCHYNAME > msdyn_salesproductcategory.msdyn_hierarchy.msdyn_name
ISDELIVERYADDRESSORDERSPECIFIC ><
no : False
yes : True		 msdyn_isdeliveryaddressspecific
ISDELIVERYADDRESSPRIVATE ><
no : False
yes : True		 msdyn_isdeliveryaddressprivate
ISLINESTOPPED ><
no : False
yes : True		 msdyn_islinestopped
ALLOWEDOVERDELIVERYPERCENTAGE = msdyn_allowedoverdeliverypercentage
ALLOWEDUNDERDELIVERYPERCENTAGE = msdyn_allowedunderdeliverypercentage
CONFIRMEDSHIPPINGDATE = msdyn_confirmedshippingdate
CONFIRMEDRECEIPTDATE = msdyn_confirmedreceiptdate
DELIVERYADDRESSCOUNTYID = msdyn_deliveryaddresscountyid
DELIVERYADDRESSDESCRIPTION = msdyn_deliveryaddressdescription
DELIVERYADDRESSDISTRICTNAME = msdyn_deliveryaddressdistrictname
DELIVERYADDRESSDUNSNUMBER = msdyn_deliveryaddressdunsnumber
DELIVERYADDRESSLATITUDE = msdyn_deliveryaddresslatitude
DELIVERYADDRESSLOCATIONID = msdyn_deliveryaddresslocationid
DELIVERYADDRESSLONGITUDE = msdyn_deliveryaddresslongitude
DELIVERYADDRESSNAME = msdyn_deliveryaddressname
DELIVERYADDRESSPOSTBOX = msdyn_deliveryaddresspostbox
DELIVERYBUILDINGCOMPLIMENT = msdyn_deliverybuildingcompliment
EXTERNALITEMNUMBER = msdyn_externalitemnumber
FIXEDPRICECHARGES = msdyn_fixedpricecharges
FORMATTEDDELIVERYADDRESS = msdyn_formatteddeliveryaddress
LINEDESCRIPTION = msdyn_linedescription
LINEDISCOUNTAMOUNT = msdyn_linediscountamount
LINEDISCOUNTPERCENTAGE = msdyn_linediscountpercentage
MULTILINEDISCOUNTAMOUNT = msdyn_multilinediscountamount
MULTILINEDISCOUNTPERCENTAGE = msdyn_multilinediscountpercentage
REQUESTEDRECEIPTDATE = msdyn_requestedreceiptdate
REQUESTEDSHIPPINGDATE = requestdeliveryby
SALESORDERLINESTATUS >>
none : 192350000
backorder : 192350001
delivered : 192350002
invoiced : 192350003
canceled : 192350004		 msdyn_linestatus
SALESORDERPROMISINGMETHOD ><
none : 192350000
salesLeadTime : 192350001
atp : 192350002
atpPlusIssueMargin : 192350003
ctp : 192350004		 msdyn_salesorderpromisingmethod
SALESPRICEQUANTITY = msdyn_salespricequantity
SHIPPINGSITEID = msdyn_shippingsite.msdyn_siteid
SHIPPINGWAREHOUSEID = msdyn_shippingwarehouse.msdyn_warehouseidentifier
none >> ispriceoverridden true
TOTALCHARGESAMOUNT > msdyn_totalchargesamount
DELIVERYMODECODE = msdyn_deliverymode.msdyn_name
DELIVERYTERMSID = msdyn_deliveryterms.msdyn_termscode
SALESDELIVERNOW = quantityshipped
INVENTORYSERVICERESERVATIONID = msdyn_reservationid

Dynamics 365 Sales quotation header (quotes)

This template synchronizes data between finance and operations apps and Dataverse.

Reversed source filter: msdyn_ordertype eq 192350000

Finance and operations field Map type Customer engagement column Default value
SALESQUOTATIONNUMBER = msdyn_quotenumber
REQUESTINGCUSTOMERACCOUNTNUMBER = customerid.Account(accountnumber).Contact(msdyn_contactpersonid)
CURRENCYCODE = transactioncurrencyid.isocurrencycode
CUSTOMERSREFERENCE = msdyn_customersreference
DELIVERYADDRESSCITY = shipto_city
DELIVERYADDRESSCOUNTRYREGIONISOCODE ><
us : united states
de : germany
fr : france
gb : united kingdom
jp : japan
in : india
es : spain
nz : new zealand
au : australia
co : columbia
za : south africa
be : belgium
ca : canada
at : austria
tr : turkey
cn : china
dk : denmark
se : sweden
no : norway
fi : finland
eg : egypt		 shipto_country
DELIVERYADDRESSSTREETNUMBER = shipto_line2
DELIVERYADDRESSZIPCODE = shipto_postalcode
DELIVERYADDRESSSTREET = shipto_line1
DELIVERYADDRESSSTATEID = shipto_stateorprovince
SALESQUOTATIONNAME = name
INVOICEADDRESSCITY > billto_city
INVOICEADDRESSSTREET > billto_line1
INVOICEADDRESSSTREETNUMBER > billto_line2
INVOICEADDRESSCOUNTRYREGIONISOCODE > billto_country
INVOICEADDRESSSTATEID > billto_stateorprovince
INVOICEADDRESSZIPCODE > billto_postalcode
QUOTATIONTOTALAMOUNT > totalamount
TOTALDISCOUNTAMOUNT > discountamount
QUOTATIONTOTALTAXAMOUNT > totaltax
QUOTATIONTOTALCHARGESAMOUNT > freightamount
AREPRICESINCLUDINGSALESTAX ><
no : False
yes : True		 msdyn_arepricesincludingsalestax
CONTACTPERSONID = msdyn_contactperson.msdyn_contactpersonid
CUSTOMERREQUISITIONNUMBER = msdyn_customerrequisitionnumber
DEFAULTSHIPPINGSITEID = msdyn_defaultshippingsite.msdyn_siteid
DEFAULTSHIPPINGWAREHOUSEID = msdyn_defaultshippingwarehouse.msdyn_warehouseidentifier
DELIVERYADDRESSCOUNTYID = msdyn_deliveryaddresscountyid
DELIVERYADDRESSDESCRIPTION = msdyn_deliveryaddressdescription
DELIVERYADDRESSDISTRICTNAME = msdyn_deliveryaddressdistrictname
DELIVERYADDRESSDUNSNUMBER = msdyn_deliveryaddressdunsnumber
DELIVERYADDRESSLATITUDE = msdyn_deliveryaddresslatitude
DELIVERYADDRESSLOCATIONID = msdyn_deliveryaddresslocationid
DELIVERYADDRESSLONGITUDE = msdyn_deliveryaddresslongitude
DELIVERYADDRESSNAME = msdyn_deliveryaddressname
DELIVERYADDRESSPOSTBOX = msdyn_deliveryaddresspostbox
DELIVERYBUILDINGCOMPLIMENT = msdyn_deliverybuildingcompliment
FORMATTEDDELIVERYADDRESS > msdyn_formatteddeliveryaddress
FORMATTEDINVOICEADDRESS > msdyn_formattedinvoiceaddress
GENERATEDSALESORDERNUMBER = msdyn_generatedsalesordernumber.msdyn_salesordernumber
INVOICEADDRESSCOUNTRYREGIONID > msdyn_invoiceaddresscountryregionid
INVOICEADDRESSCOUNTYID > msdyn_invoiceaddresscountyid
INVOICEADDRESSDISTRICTNAME > msdyn_invoiceaddressdistrictname
INVOICEADDRESSLATITUDE > msdyn_invoiceaddresslatitude
INVOICEADDRESSLONGITUDE > msdyn_invoiceaddresslongitude
INVOICEADDRESSPOSTBOX > msdyn_invoiceaddresspostbox
INVOICEBUILDINGCOMPLIMENT > msdyn_invoicebuildingcompliment
INVOICECUSTOMERACCOUNTNUMBER = msdyn_invoicecustomerid.Account(accountnumber).Contact(msdyn_contactpersonid)
ISDELIVERYADDRESSORDERSPECIFIC ><
no : False
yes : True		 msdyn_isdeliveryaddressorderspecific
ISDELIVERYADDRESSPRIVATE ><
no : False
yes : True		 msdyn_isdeliveryaddressprivate
ISINVOICEADDRESSPRIVATE >>
no : False
yes : True		 msdyn_isinvoiceaddressprivate
LANGUAGEID ><
ar : 192350000
ar-ae : 192350001
cs : 192350002
da : 192350003
de : 192350004
de-at : 192350005
de-ch : 192350006
en-au : 192350007
en-gb : 192350009
en-ie : 192350010
en-in : 192350011
en-ca : 192350008
en-my : 192350012
en-nz : 192350013
en-sg : 192350014
en-us : 192350015
en-za : 192350016
es : 192350017
es-mx : 192350018
et : 192350019
fi : 192350020
fr : 192350021
fr-be : 192350022
fr-ca : 192350023
fr-ch : 192350024
hu : 192350025
is : 192350026
it : 192350027
it-ch : 192350028
ja : 192350029
lt : 192350030
lv : 192350031
nb-no : 192350032
nl : 192350033
nl-be : 192350034
pl : 192350035
pt-br : 192350036
ru : 192350037
sv : 192350038
th : 192350039
tr : 192350040
zh-hans : 192350041		 msdyn_language
PAYMENTTERMSNAME = msdyn_paymentterms.msdyn_name
PRICECUSTOMERGROUPCODE = msdyn_pricecustomergroup.msdyn_groupcode
RECEIPTDATEREQUESTED = msdyn_requestedreceiptdate
REQUESTEDSHIPPINGDATE = requestdeliveryby
SALESORDERPROMISINGMETHOD ><
none : 192350000
salesLeadTime : 192350001
atp : 192350002
atpPlusIssueMargin : 192350003
ctp : 192350004		 msdyn_salesorderpromisingmethod
SALESQUOTATIONCONFIRMATIONDATE = msdyn_salesquotationconfirmationdate
SALESQUOTATIONEXPIRYDATE = msdyn_salesquotationexpirydate
SALESQUOTATIONFOLLOWUPDATE = msdyn_salesquotationfollowupdate
SALESQUOTATIONSTATUS ><
created : 192350000
sent : 192350001
confirmed : 192350002
lost : 192350003
cancelled : 192350004
reset : 192350005
modified : 192350006
submitted : 192350007
approved : 192350008
revised : 192350009		 msdyn_salesquotationstatus
TOTALDISCOUNTPERCENTAGE = msdyn_totaldiscountpercentage
URL = msdyn_url
EMAIL = emailaddress
none >> msdyn_ordertype 192350000
CURRENCYCODE > msdyn_isocurrencycode
OPERATINGUNITPARTYNUMBER = msdyn_operatingunit.msdyn_partynumber
SALESQUOTATIONHEADERCREATIONMETHOD >>
SCM : 776160000
Dynamics365Sales : 776160001		 msdyn_quotationcreationmethod
SALESQUOTATIONOWNERSHIP >>
BasedOnOrigin : 776160000
SCM : 776160001
Dynamics365Sales : 776160002		 msdyn_quotationownership

Dynamics 365 Sales quotation lines (quotedetails)

This template synchronizes data between finance and operations apps and Dataverse.

Reversed source filter:

  • Version 1.x.x.x: None
    (to be used in the context of Supply Chain solution without Project Operations or Field Services solution installed.)
  • Version 2.x.x.x: msdyn_linetype ne 690970000 or msdyn_linetype eq null
    (to be used in the context of Supply Chain solution and Project Operations or Field Services solution installed.)
Finance and operations field Map type Customer engagement column Default value
ALLOWEDOVERDELIVERYPERCENTAGE = msdyn_allowedoverdeliverypercentage
ALLOWEDUNDERDELIVERYPERCENTAGE = msdyn_allowedunderdeliverypercentage
SALESQUOTATIONNUMBER = quoteid.msdyn_quotenumber
LINECREATIONSEQUENCENUMBER = sequencenumber
CURRENCYCODE > transactioncurrencyid.isocurrencycode
DELIVERYADDRESSCITY = shipto_city
DELIVERYADDRESSCOUNTRYREGIONISOCODE ><
us : united states
de : germany
fr : france
gb : united kingdom
jp : japan
in : india
es : spain
nz : new zealand
au : australia
co : columbia
za : south africa
be : belgium
ca : canada
at : austria
tr : turkey
cn : china
dk : denmark
se : sweden
no : norway
fi : finland
eg : egypt		 shipto_country
DELIVERYADDRESSCOUNTYID = msdyn_deliveryaddresscountyid
DELIVERYADDRESSDESCRIPTION = msdyn_deliveryaddressdescription
DELIVERYADDRESSDISTRICTNAME = msdyn_deliveryaddressdistrictname
DELIVERYADDRESSDUNSNUMBER = msdyn_deliveryaddressdunsnumber
DELIVERYADDRESSLATITUDE = msdyn_deliveryaddresslatitude
DELIVERYADDRESSLOCATIONID = msdyn_deliveryaddresslocationid
DELIVERYADDRESSLONGITUDE = msdyn_deliveryaddresslongitude
DELIVERYADDRESSNAME = msdyn_deliveryaddressname
DELIVERYADDRESSPOSTBOX = msdyn_deliveryaddresspostbox
DELIVERYADDRESSSTATEID = shipto_stateorprovince
DELIVERYADDRESSSTREET = shipto_line1
DELIVERYADDRESSSTREETNUMBER = shipto_line2
DELIVERYADDRESSZIPCODE = shipto_postalcode
DELIVERYBUILDINGCOMPLIMENT = msdyn_deliverybuildingcompliment
EXTERNALITEMNUMBER = msdyn_externalitemnumber
FIXEDPRICECHARGES = msdyn_fixedpricecharges
FORMATTEDDELIVERYADDRESS = msdyn_formatteddeliveryaddress
ISDELIVERYADDRESSPRIVATE ><
no : False
yes : True		 msdyn_isdeliveryaddressprivate
ISDELIVERYADDRESSORDERSPECIFIC ><
no : False
yes : True		 msdyn_isdeliveryaddressspecific
LINEAMOUNT > baseamount
LINEAMOUNT > extendedamount
LINEDESCRIPTION = msdyn_linedescription2
LINEDISCOUNTAMOUNT = msdyn_linediscountamount
LINEDISCOUNTPERCENTAGE = msdyn_linediscountpercentage
MULTILINEDISCOUNTAMOUNT = msdyn_multilinediscountamount
MULTILINEDISCOUNTPERCENTAGE = msdyn_multilinediscountpercentage
PRODUCTNAME = description
PRODUCTNUMBER = productid.msdyn_productnumber
REQUESTEDRECEIPTDATE = msdyn_requestedreceiptdate
REQUESTEDSALESQUANTITY = quantity
REQUESTEDSHIPPINGDATE = requestdeliveryby
SALESPRICE = priceperunit
SALESPRICEQUANTITY = msdyn_salespricequantity
SALESQUOTATIONPROMISINGMETHOD ><
none : 192350000
salesLeadTime : 192350001
atp : 192350002
atpPlusIssueMargin : 192350003
ctp : 192350004		 msdyn_salesquotationpromisingmethod
SALESQUOTATIONSTATUS ><
created : 192350000
sent : 192350001
confirmed : 192350002
lost : 192350003
cancelled : 192350004
reset : 192350005
modified : 192350006
submitted : 192350007
approved : 192350008
revised : 192350009		 msdyn_salesquotationstatus
SALESUNITSYMBOL = uomid.msdyn_symbol
SHIPPINGSITEID = msdyn_shippingsite.msdyn_siteid
SHIPPINGWAREHOUSEID = msdyn_shippingwarehouse.msdyn_warehouseidentifier
TOTALCHARGESAMOUNT > msdyn_totalchargesamount
TOTALDISCOUNTAMOUNT = manualdiscountamount
TOTALTAXAMOUNT > tax
SALESPRODUCTCATEGORYHIERARCHYNAME > msdyn_salesproductcategory.msdyn_hierarchy.msdyn_name
SALESPRODUCTCATEGORYNAME = msdyn_salesproductcategory.msdyn_name
none >> ispriceoverridden true

Employment job functions (msdyn_employmentjobfunctions)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
FUNCTIONDESCRIPTION = msdyn_functiondescription
FUNCTIONNAME = msdyn_functionname

Employment per company (cdm_employments)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
EMPLOYMENTENDDATE = cdm_employmentenddate
PERSONNELNUMBER = cdm_workerid.cdm_workernumber
EMPLOYMENTSTARTDATE = cdm_employmentstartdate
WORKERTYPE >>
employee : 754400000
contractor : 754400001
both : 754400000		 cdm_workertype

Ethnic origins (cdm_ethnicorigins)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
ETHNICORIGINID = cdm_name
DESCRIPTION = cdm_description

Exchange rate currency pair (msdyn_currencyexchangeratepairs)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
EXCHANGERATEDISPLAYFACTOR ><
one : 192350000
ten : 192350001
hundred : 192350002
thousand : 192350003
tenThousand : 192350004		 msdyn_displayfactor
EXCHANGERATETYPENAME = msdyn_currencyexchangeratetypeid.msdyn_name
FROMCURRENCYCODE = msdyn_fromtransactioncurrencyid.isocurrencycode
TOCURRENCYCODE = msdyn_totransactioncurrencyid.isocurrencycode

Exchange rate type (msdyn_exchangeratetypes)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
NAME = msdyn_name
DESCRIPTION = msdyn_description

Financial dimension format (msdyn_financialdimensionformats)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
DIMENSIONFORMATNAME = msdyn_dimensionformatname
DIMENSIONFORMATTYPE ><
dataEntityDefaultDimensionFormat : 192350000
dataEntityLedgerDimensionFormat : 192350001
dataEntityBudgetDimensionFormat : 192350002
dataEntityBudgetPlanningDimensionFormat : 192350003		 msdyn_dimensionformattype
FINANCIALDIMENSIONFORMAT = msdyn_financialdimensionformat
ISACTIVE ><
no : False
yes : True		 msdyn_isactive

Financial dimensions (msdyn_dimensionattributes)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
DIMENSIONNAME = msdyn_dimensionname
COPYVALUESONCREATE ><
no : False
yes : True		 msdyn_copyvaluesoncreate
REPORTCOLUMNNAME = msdyn_reportcolumnname
GIVEDERIVEDDIMENSIONSPRECEDENCE ><
no : False
yes : True		 msdyn_givederiveddimensionsprecedence
UseValuesFrom = msdyn_usevaluesfrom
DimensionValueMask = msdyn_dimensionvaluemask

Fiscal calendar integration entity (msdyn_fiscalcalendars)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
CALENDARID = msdyn_calendar
DESCRIPTION = msdyn_description

Fiscal calendar period (msdyn_fiscalcalendarperiods)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
COMMENTS = msdyn_comments
ENDDATE = msdyn_enddate
MONTH ><
month1 : 192350000
month2 : 192350001
month3 : 192350002
month4 : 192350003
month5 : 192350004
month6 : 192350005
month7 : 192350006
month8 : 192350007
month9 : 192350008
month10 : 192350009
month11 : 192350010
month12 : 192350011		 msdyn_month
CALENDAR = msdyn_fiscalcalendar.msdyn_calendar
QUARTER ><
q1 : 192350000
q2 : 192350001
q3 : 192350002
q4 : 192350003		 msdyn_quarter
SHORTNAME = msdyn_shortname
STARTDATE = msdyn_startdate
TYPE ><
opening : 192350000
operating : 192350001
closing : 192350002		 msdyn_fiscalperiodtype
PERIODNAME = msdyn_periodname
FISCALYEAR = msdyn_fiscalcalendaryear.msdyn_name
CALENDAR = msdyn_fiscalcalendaryear.msdyn_fiscalcalendarname

Fiscal calendar year integration entity (msdyn_fiscalcalendaryears)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
FISCALCALENDAR_CALENDARID = msdyn_fiscalcalendarname
NAME = msdyn_name
STARTDATE = msdyn_startdate
ENDDATE = msdyn_enddate
FISCALCALENDAR_CALENDARID = msdyn_calendar.msdyn_calendar

Inventory aisle (msdyn_warehouseaisles)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
AISLEID = msdyn_aisleid
AISLENUMBER = msdyn_aislenumber
WAREHOUSEID = msdyn_warehouse.msdyn_warehouseidentifier
AISLENAME = msdyn_aislename
MANUALSTARTINGSORTORDERCODE = msdyn_manualstartingsortordercode
ISSORTORDERCODEASSIGNEDDESCENDING ><
yes : True
no : False		 msdyn_issortordercodeassigneddescending

Item sales tax group (msdyn_taxitemgroups)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
TAXITEMGROUP = msdyn_name
NAME = msdyn_description

Jobs (cdm_jobs)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
JOBID = cdm_name
MAXIMUMNUMBEROFPOSITIONS = cdm_maximumnumberofpositions
ALLOWUNLIMITEDPOSITIONS ><
yes : true
no : false		 cdm_allowunlimitedpositions
DESCRIPTION = cdm_description
JOBDESCRIPTION = cdm_jobdescription
JOBTYPEID = cdm_jobtypeid.cdm_name
FUNCTIONID = cdm_jobfunctionid.cdm_name
EFFECTIVE = cdm_validfrom
EXPIRATION = cdm_validto
FULLTIMEEQUIVALENT = cdm_defaultfulltimeequivalent

Language codes (cdm_languages)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
LANGUAGECODEID = cdm_name
DESCRIPTION = cdm_description

Ledger (msdyn_ledgers)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
LEGALENTITYID > msdyn_company.cdm_companycode
DESCRIPTION > msdyn_description
ACCOUNTINGCURRENCY > msdyn_accountingcurrency.isocurrencycode
ISBUDGETCONTROLENABLED >>
no : False
yes : True		 msdyn_isbudgetcontrolenabled
NAME > msdyn_name
REPORTINGCURRENCY > msdyn_reportingcurrency.isocurrencycode
BUDGETEXCHANGERATETYPE > msdyn_budgetexchangeratetype.msdyn_name
CHARTOFACCOUNTS > msdyn_chartofaccounts.msdyn_name
EXCHANGERATETYPE > msdyn_exchangeratetype.msdyn_name
FISCALCALENDAR > msdyn_fiscalcalendar.msdyn_calendar
REPORTINGCURRENCYEXCHANGERATETYPE > msdyn_reportingcurrencyexchangeratetype.msdyn_name

Legal entities (cdm_companies)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
NAME > cdm_name
LEGALENTITYID > cdm_companycode

Legal entities (msdyn_internalorganizations)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
NAMEALIAS > msdyn_namealias
LANGUAGEID > msdyn_languageid
NAME > msdyn_name
PARTYNUMBER > msdyn_partynumber
none >> msdyn_type 806380000
LEGALENTITYID > msdyn_companycode

Loyalty card (msdyn_loyaltycards)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
CARDNUMBER = msdyn_cardnumber
CARDTENDERTYPE ><
asCardTender : 806380000
asContactTender : 806380001
noTender : 806380002
blocked : 806380003		 msdyn_cardtendertype
PARTYNUMBER = msdyn_partynumber
REPLACEMENTCARDNUMBER > msdyn_replacementcardnumber
OMOPERATINGUNITNUMBER = msdyn_operatingunitnumber
LOYALTYENROLLMENTDATE = msdyn_enrollmentdate
LOYALTYENROLLMENTDATELOCAL = msdyn_effectivedate

Loyalty levels (msdyn_loyaltylevels)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
LEVELPHRASE = msdyn_levelphrase
LEVELDESCRIPTION = msdyn_description

Loyalty reward points (msdyn_loyaltyrewardpoints)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
EXPIRATIONTIMEUNIT ><
day : 806380000
month : 806380001
year : 806380002		 msdyn_expirationtimeunit
EXPIRATIONTIMEVALUE = msdyn_expirationtimevalue
REDEEMABLE ><
yes : True
no : False		 msdyn_redeemable
REDEEMRANKING = msdyn_redeemranking
REWARDPOINTCURRENCY = msdyn_rewardpointcurrency.isocurrencycode
REWARDPOINTID = msdyn_rewardpointid
REWARDPOINTTYPE ><
quantity : 192350000
amount : 192350001		 msdyn_rewardpointtype
MAXIMUMLOYALTYREWARDPOINTS = msdyn_maximumloyaltyrewardpoints
VESTINGTIMEUNIT ><
day : 806380000
month : 806380001
year : 806380002		 msdyn_vestingtimeunit
VESTINGTIMEVALUE = msdyn_vestingtimevalue

Main account (msdyn_mainaccounts)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
MAINACCOUNTID = msdyn_accountnumber
CHARTOFACCOUNTS = msdyn_chartofaccounts.msdyn_name
NAME = msdyn_name
BALANCECONTROL ><
none : 192350000
debit : 192350001
credit : 192350002		 msdyn_balancecontrol
EXCHANGEADJUSTMENTRATETYPE = msdyn_exchangeadjustmentratetype.msdyn_name
CLOSING ><
none : 192350000
result : 192350001
balanceSheet : 192350002
capital : 192350003		 msdyn_closing
REPORTINGEXCHANGEADJUSTMENTRATETYPE = msdyn_reportingexchangeadjustmentratetype.msdyn_name
DEBITCREDITREQUIREMENT ><
none : 192350000
debit : 192350001
credit : 192350002		 msdyn_debitcreditrequirement
FINANCIALREPORTINGEXCHANGERATETYPE = msdyn_financialreportingexchangeratetype.msdyn_name
FOREIGNCURRENCYREVALUATION ><
yes : True
no : False		 msdyn_foreigncurrencyrevaluation
MAINACCOUNTCATEGORY = msdyn_mainaccountcategoryname
MANDATORYPAYMENTREFERENCE ><
yes : True
no : False		 msdyn_mandatorypaymentreference
MONETARY ><
yes : True
no : False		 msdyn_monetary
OFFSETACCOUNTDISPLAYVALUE = msdyn_offsetaccount
POSTINGTYPE ><
none : 192350000
exchRateGain : 192350001
exchRateLoss : 192350002
interCompany : 192350003
tax : 192350004
vATRoundOff : 192350005
allocation : 192350006
investmentDuty : 192350007
liquidity : 192350008
mSTDiffSecond : 192350009
errorAccount : 192350010
mSTDiff : 192350011
yearResult : 192350012
closing : 192350013
ledgerJournal : 192350014
cashDiscount : 192350015
consolidateDiffBalance : 192350016
taxReport : 192350017
transferOpeningClosing : 192350018
bank : 192350019
conversionProfit : 192350020
conversionLoss : 192350021
taxwithhold : 192350022
consolidateDiffProfitLoss : 192350023
indirectEstimatedAbsorptionOffset : 192350024
indirectAbsorption : 192350025
indirectAbsorptionOffset : 192350026
freeTextInvoice : 192350027
conversionReportingLoss : 192350029
conversionReportingProfit : 192350030
custBalance : 192350031
custRevenue : 192350032
custInterest : 192350033
custCashDisc : 192350034
custCollectionLetterFee : 192350035
custInterestFee : 192350036
custInvoiceDisc : 192350028
custPayment : 192350037
custReimbursement : 192350038
custSettlement : 192350039
vendBalance : 192350040
vendPurchLedger : 192350041
vendOffsetAccount : 192350042
vendInterest : 192350043
vendCashDisc : 192350044
vendPayment : 192350045
vendInvoiceDisc : 192350046
vendSettlement : 192350047
crossCompanySettlement : 192350048
inventIssueFixedAsset : 192350049
salesRevenue : 192350050
salesConsump : 192350051
salesDisc : 192350052
salesCash : 192350053
salesFreight : 192350054
salesFee : 192350055
salesPostage : 192350056
salesRoundOff : 192350057
salesPackingSlip : 192350058
salesOffsetAccountPackingSlip : 192350059
salesIssue : 192350060
salesCommission : 192350061
salesOffsetAccountCommission : 192350062
salesPckSlipRevenue : 192350063
salesPckSlipRevenueOffsetAccount : 192350064
rebate : 192350065
pdsCWLoss : 192350066
pdsCWProfit : 192350067
purchConsump : 192350068
purchDisc : 192350069
purchCash : 192350070
purchFreight : 192350071
purchFee : 192350072
purchPostage : 192350073
purchOffsetAccount : 192350074
purchaseInvoiceRoundOff : 192350075
purchMarkupFreight : 192350076
purchMarkupCustoms : 192350077
purchMarkupInsurance : 192350078
purchPckSlp : 192350079
purchOffsetAccountPckSlp : 192350080
purchReceipt : 192350081
purchStdProfit : 192350082
purchStdLoss : 192350083
purchStdOffsetAccount : 192350084
inventReceipt : 192350085
inventIssue : 192350086
inventProfit : 192350087
inventLoss : 192350088
inventStdProfit : 192350089
inventStdLoss : 192350090
opening_ES : 192350091
purchReq : 192350092
aPInvoice : 192350093
budget : 192350094
purchOrderYearEnd : 192350095
inflationAdjustment_MX : 192350096
prodReportFinished : 192350097
prodReportFinishedOffsetAccount : 192350098
prodIssue : 192350099
prodIssueOffsetAccount : 192350100
prodReceipt : 192350101
prodReceiptOffsetAccount : 192350102
prodPicklistOffsetAccount : 192350103
prodPicklist : 192350104
prodWIPValuation : 192350105
prodWIPIssue : 192350106
prodWrkCtrIssue : 192350107
prodScrap : 192350108
prodScrapOffsetAccount : 192350109
prodLeanWIPServiceReceipt : 192350110
prodLeanWIPServiceClearing : 192350111
projCost : 192350112
projPayrollAllocation : 192350113
projWIPCostvalue : 192350114
projOffsetAccountItem : 192350115
projStatusAccountItem : 192350116
projTurnover : 192350117
projOnAccount : 192350118
projSalesvalue : 192350119
projSalesvalueOffset : 192350120
projAccruedTurnoverProd : 192350121
projWIPProduction : 192350122
proJAccruedTurnoverProfit : 192350123
projWIPProfit : 192350125
projNeverLedger : 192350126
projAccruedCost : 192350127
projWIPCost : 192350128
projAccruedRevenueOnAccount : 192350129
projWIPInvoicedOnAccount : 192350130
projNoLedger : 192350131
payrollDebitAccount : 192350132
payrollCreditAccount : 192350133
emplPayment_RU : 192350134
rTSLTranslationDifference : 192350135
rCash : 192350136
inventRoundingLoss_RU : 192350137
inventRoundingProfit_RU : 192350138
advanceAdjustmentGain_RU : 192350139
advanceAdjustmentLoss_RU : 192350140
fixedAssetsDebit : 192350141
fixedAssetsCredit : 192350142
cACLedgerJournalNoOff : 192350143
amountDiffGain_RU : 192350144
amountDiffLoss_RU : 192350145
misc_IN : 192350146
transferGoodsTransit_IN : 192350147
transferScrap_IN : 192350148
purchCharge : 192350149
purchStockVariation : 192350150
purchPckSlpPurchaseOffsetAccount : 192350151
purchPckSlpTax : 192350152
purchPckSlpPurchase : 192350153
salesPackingslipTax : 192350154
projAccruedRevenueSubscription : 192350155
projWIPSubscription : 192350156
taxOffsetWithhold_TH : 192350157
inventStdCostChangeVariance : 192350158
inventSystemRounding : 192350159
purchAdvance : 192350160
purchStdCostPurchasePriceVariance : 192350161
purchAdvanceApplication : 192350162
prodStdCostProductionVariance : 192350163
salesGoodsInRoute_RU : 192350164
salesGoodsInRouteOffset_RU : 192350165
inventInterUnitPayable : 192350166
inventInterUnitReceivable : 192350167
indirectEstimatedAbsorption : 192350168
prodStdCostLotSizeVariance : 192350169
prodStdCostQuantityVariance : 192350170
prodStdCostSubstitutionVariance : 192350171
inventStdCostRoundingVariance : 192350172
purchReceiptFixedAsset : 192350173
pSATransportation : 192350174
pSACompanyCCClearing : 192350175
pSAEmployeeClearing : 192350176
pSAEmployeeAdvance : 192350177
pSAWriteOffCap : 192350178
pSAProjRetain : 192350179
pSAProjPurchRetain : 192350180
inventStdCostRevaluation : 192350181
purchExpense : 192350182
vAT_IN : 192350183
inventMovingAveragePriceDifference : 192350184
salesTax_IN : 192350185
inventMovingAverageCostRevaluation : 192350186
excise_IN : 192350187
intercompanyCost : 192350188
serviceTax_IN : 192350189
intercompanyRevenue : 192350190
customs_IN : 192350191
tDS_IN : 192350192
tCS_IN : 192350193
transferIssue_IN : 192350194
transferReceipt_IN : 192350195
transferProfit_IN : 192350196
transferLoss_IN : 192350197
taxAdjustmentSettlement_IN : 192350198
taxExpense_BR : 192350199
bankStatement : 192350200
emplBalance_RU : 192350201
debitNote_BR : 192350202
custFine_BR : 192350203
vendFine_BR : 192350204
payroll : 192350205
interunitDebit : 192350206
interunitCredit : 192350207
fixedAssetsDebit_RU : 192350208
fixedAssetsCredit_RU : 192350209
transferInterim_In : 192350210
deferralsDebit_RU : 192350211
deferralsCredit_RU : 192350212
mCRReturns : 192350213
mCRReturnsConsump : 192350214
mCRUnderpayWriteOff : 192350215
mCRBrokerFee : 192350216
rPayTaxRefundOffset : 192350217
budgetReservation_PSN : 192350218
budgetReservationYearEnd_PSN : 192350219
billSchUnbilledAccountsReceivable : 192350220
billSchAccruedRevenue : 192350221
gST_IN : 192350222
reportingCurrencyAdjustment : 192350223
revRecDeferredRevenue : 192350224
revRecDeferredCostOfGoodsSold : 192350225
revRecPartialRevenue : 192350226
revRecDeferredCost : 192350227		 msdyn_postingtype
SRUCODE = msdyn_srucode
VALIDATECURRENCY ><
optional : 192350000
fillIn : 192350001
table : 192350002
list : 192350003		 msdyn_validatecurrencycode
VALIDATEUSER ><
optional : 192350000
fillIn : 192350001
table : 192350002
list : 192350003		 msdyn_validateuser
DEBITCREDITDEFAULT ><
none : 192350000
debit : 192350001
credit : 192350002		 msdyn_debitcreditdefault
DEFAULTCURRENCY = msdyn_defaultcurrency.isocurrencycode
MAINACCOUNTTYPE ><
blank : 192350000
profitAndLoss : 192350001
revenue : 192350002
expense : 192350003
balanceSheet : 192350004
asset : 192350005
liability : 192350006
equity : 192350007
total : 192350008
reporting : 192350009
common_CN : 192350010		 msdyn_mainaccounttype
FINANCIALREPORTINGCURRENCYTRANSLATIONTYPE ><
weightedAverage : 192350000
standardAverage : 192350001
current : 192350002
transactionDate : 192350003		 msdyn_financialreportingcurrencytrantype
USER = msdyn_user
VALIDATEPOSTINGTYPE ><
optional : 192350000
fillIn : 192350001
table : 192350002
list : 192350003		 msdyn_validateposting

Main account categories (msdyn_mainaccountcategories)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
MAINACCOUNTCATEGORY = msdyn_mainaccountcategory
REFERENCEID = msdyn_referenceid
DESCRIPTION = msdyn_description
DISPLAYORDER = msdyn_displayorder
CLOSED ><
no : False
yes : True		 msdyn_closed
MAINACCOUNTTYPE ><
blank : 192350000
profitAndLoss : 192350001
revenue : 192350002
expense : 192350003
balanceSheet : 192350004
asset : 192350005
liability : 192350006
equity : 192350007		 msdyn_mainaccounttypevalue

Mixed reality guides entity (msmrw_guides)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
INTEGRATIONKEY < msmrw_integrationkey
NAME < msmrw_name
SCHEMAVERSION < msmrw_schemaversion
GUIDEID < msmrw_guideid
CREATEDON < createdon
LASTMODIFIEDON < modifiedon

Modes of delivery (msdyn_shipvias)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
MODECODE = msdyn_name
MODEDESCRIPTION = msdyn_description

Name affixes (msdyn_nameaffixes)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
AFFIX = msdyn_affix
TYPE ><
personalSuffix : 806380001
personalPrefix : 806380000		 msdyn_affixtype
DESCRIPTION = msdyn_description

Operating unit (msdyn_internalorganizations)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
LANGUAGEID > msdyn_languageid
NAMEALIAS > msdyn_namealias
NAME > msdyn_name
PARTYNUMBER > msdyn_partynumber
OPERATINGUNITTYPE >>
omDepartment : 806380001
none : 806380002
omCostCenter : 806380003
omValueStream : 806380004
omBusinessUnit : 806380005
omAnyOU : 806380006
retailChannel : 192350000		 msdyn_type

Organization hierarchy - published (msdyn_internalorganizationhierarchies)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
VALIDTO > msdyn_validto
VALIDFROM > msdyn_validfrom
HIERARCHYTYPE > msdyn_hierarchytypename
PARENTORGANIZATIONPARTYNUMBER > msdyn_parentpartyid
CHILDORGANIZATIONPARTYNUMBER > msdyn_childpartyid
HIERARCHYTYPE > msdyn_hierarchytypeid.msdyn_name
CHILDORGANIZATIONPARTYNUMBER > msdyn_childid.msdyn_partynumber
PARENTORGANIZATIONPARTYNUMBER > msdyn_parentid.msdyn_partynumber

Organization hierarchy purposes (msdyn_internalorganizationhierarchypurposes)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
HIERARCHYTYPE > msdyn_hierarchypurposetypename
HIERARCHYTYPE > msdyn_hierarchytype.msdyn_name
HIERARCHYPURPOSE >>
notSet : 806380000
purchaseControl : 806380001
expenseControl : 806380002
organizationChart : 806380003
signingLimitControl : 806380004
invoiceControl : 806380005
auditInternalControl : 806380006
centralizedPayments : 806380007
security : 806380008
retailAssortment : 806380009
retailReplenishment : 806380010
retailReporting : 806380011
benefitEligibilityControl : 806380012
budgetPlanning : 806380013
retailPOSPosting : 806380014
project : 806380015
premiumEarningGeneration : 806380016
distributedOrderManagement : 806380017		 msdyn_hierarchypurpose
IMMUTABLE >>
no : False
yes : True		 msdyn_immutable
SETASDEFAULT >>
no : False
yes : True		 msdyn_setasdefault

Organization hierarchy type (msdyn_internalorganizationhierarchytypes)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
NAME > msdyn_name

Party contacts V3 (msdyn_partyelectronicaddresses)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
COUNTRYREGIONCODE = msdyn_internationalcallingcode
DESCRIPTION = msdyn_description
ELECTRONICADDRESSID = msdyn_electronicaddressnumber
PARTYNUMBER = msdyn_partyid.msdyn_partynumber
LOCATOR = msdyn_locator
LOCATOREXTENSION = msdyn_locatorextension
ISINSTANTMESSAGE ><
no : False
yes : True		 msdyn_isinstantmessage
ISMOBILEPHONE ><
no : False
yes : True		 msdyn_ismobile
ISPRIMARY ><
no : False
yes : True		 msdyn_isprimary
ISPRIVATE ><
no : False
yes : True		 msdyn_isprivate
PURPOSE = msdyn_purpose
TYPE ><
phone : 192350001
email : 192350002
url : 192350003
telex : 192350004
fax : 192350005
facebook : 192350006
twitter : 192350007
linkedin : 192350008		 msdyn_type

Payment day lines CDS V2 (msdyn_paymentdaylines)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
NAME = msdyn_paymentday.msdyn_name
LINENUMBER = msdyn_linenumber
FREQUENCY ><
week : 806380000
month : 806380001		 msdyn_frequency
DAYOFWEEK ><
none : 806380000
monday : 806380001
tuesday : 806380002
wednesday : 806380003
thursday : 806380004
friday : 806380005
saturday : 806380006
sunday : 806380007		 msdyn_dayofweek
DAYOFMONTH = msdyn_dayofmonth

Payment days CDS (msdyn_paymentdays)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
NAME = msdyn_name
DESCRIPTION = msdyn_description

Payment schedule (msdyn_paymentschedules)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
NAME = msdyn_name
DESCRIPTION = msdyn_description
ALLOCATIONMETHOD ><
total : 806380000
amountByPayment : 806380001
numOfPayment : 806380002
specified : 806380003		 msdyn_allocationmethod
PAYMENTFREQUENCYUNITS ><
day : 806380000
month : 806380001
year : 806380002		 msdyn_paymentfrequencyunit
PAYMENTFREQUENCY = msdyn_paymentfrequency
NUMBEROFPAYMENTS = msdyn_numberofpayments
FIXEDPAYMENTAMOUNT = msdyn_fixedpaymentamount
MINIMUMPAYMENTAMOUNT = msdyn_minimumpaymentamount
SALESTAXALLOCATIONMETHOD ><
proportional : 806380000
firstRate : 806380001
lastRate : 806380002		 msdyn_salestaxallocationmethod
NOTES = msdyn_note

Payment schedule lines (msdyn_paymentschedulelines)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
PAYMENTSCHEDULENAME = msdyn_paymentschedule.msdyn_name
LINENUMBER = msdyn_linenumber
PERIODSAFTERDUEDATE = msdyn_periodsafterduedate
PERCENTORAMOUNT ><
percent : 806380000
amount : 806380001		 msdyn_percentoramount
PERCENTORAMOUNTVALUE = msdyn_percentoramountvalue

Personal character types (msdyn_personalcharactertypes)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
TYPEDESCRIPTION = msdyn_typedescription
TYPENAME = msdyn_typename

Position type (cdm_positiontypes)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
POSITIONTYPEID = cdm_name
DESCRIPTION = cdm_description
CLASSIFICATION ><
fulltime : 754400000
parttime : 754400001
blank : 754400002		 cdm_classification

Position worker assignments (cdm_positionworkerassignmentmaps)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
PERSONNELNUMBER = cdm_workerid.cdm_workernumber
POSITIONID = cdm_jobpositionid.cdm_jobpositionnumber
VALIDFROM = cdm_validfrom
VALIDTO = cdm_validto

Positions V2 (cdm_jobpositions)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
POSITIONID = cdm_jobpositionnumber
DESCRIPTION = cdm_description
ACTIVATION = cdm_activation
AVAILABLEFORASSIGNMENT = cdm_availableforassignment
FULLTIMEEQUIVALENT = cdm_fulltimeequivalent
DETAILEFFECTIVE = cdm_validfrom
DETAILEXPIRATION = cdm_validto
RETIREMENT = cdm_retirement
POSITIONTYPEID = cdm_positiontypeid.cdm_name
JOBID = cdm_jobid.cdm_name

Price customer groups (msdyn_pricecustomergroups)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
GROUPCODE = msdyn_groupcode
GROUPNAME = msdyn_groupname

Product Number Identified Barcode (msdyn_productbarcodes)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
PRODUCTNUMBER > msdyn_productnumberid.msdyn_productnumber
BARCODE > msdyn_name
BARCODE > msdyn_barcode
PRODUCTQUANTITY > msdyn_productquantity
PRODUCTDESCRIPTION > msdyn_productdescription
BARCODESETUPID > msdyn_barcodesetupid
PRODUCTQUANTITYUNITSYMBOL > msdyn_unitofmeasureid.msdyn_symbol
ISDEFAULTSCANNEDBARCODE >>
no : False
yes : True		 msdyn_isdefaultscannedbarcode
ISDEFAULTPRINTEDBARCODE >>
no : False
yes : True		 msdyn_isdefaultprintedbarcode
ISDEFAULTDISPLAYEDBARCODE >>
no : False
yes : True		 msdyn_isdefaultdisplayedbarcode

Product categories (msdyn_productcategories)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
PRODUCTCATEGORYHIERARCHYNAME = msdyn_hierarchy.msdyn_name
ISCATEGORYINHERITINGPARENTPRODUCTATTRIBUTES ><
no : False
yes : True		 msdyn_isinheritingparentproductattributes
PROJECTCATEGORYNAME = msdyn_projectcategoryname
ISTANGIBLEPRODUCT ><
no : False
yes : True		 msdyn_istangibleproduct
ISCATEGORYINHERITINGPARENTCATEGORYATTRIBUTES ><
no : False
yes : True		 msdyn_isinheritingparentcategoryattributes
CATEGORYCODE = msdyn_code
CATEGORYDESCRIPTION = msdyn_description
CATEGORYKEYWORDS = msdyn_keywords
CATEGORYNAME = msdyn_name
FRIENDLYCATEGORYNAME = msdyn_friendlycategoryname
PARENTPRODUCTCATEGORYNAME = msdyn_parentproductcategory.msdyn_name
PARENTPRODUCTCATEGORYHIERARCHYNAME > msdyn_parentproductcategory.msdyn_hierarchy.msdyn_name
CATEGORYRECORDID > msdyn_externalproductcategoryid
EXTERNALID = msdyn_integrationid

Product category assignments (msdyn_productcategoryassignments)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
PRODUCTNUMBER = msdyn_globalproduct.msdyn_productnumber
PRODUCTCATEGORYNAME = msdyn_productcategory.msdyn_name
PRODUCTCATEGORYHIERARCHYNAME = msdyn_productcategory.msdyn_hierarchy.msdyn_name
PRODUCTNUMBER > msdyn_name

Product category hierarchies (msdyn_productcategoryhierarchies)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
HIERARCHYNAME = msdyn_name
HIERARCHYDESCRIPTION = msdyn_description

Product category hierarchy roles (msdyn_productcategoryhierarchyroles)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
PRODUCTCATEGORYHIERARCHYNAME = msdyn_hierarchy.msdyn_name
HIERARCHYROLE ><
procurement : 192350000
sales : 192350001
retail : 192350002
commodity : 192350003
financials : 192350004
retailSpecialGroup : 192350005
retailVendorProductHierarchy : 192350006
retailChannelNavigation : 192350007
packingMaterials_W : 192350008
commonDataService : 192350009
costManagement : 192350010
engineeringProduct : 192350011		 msdyn_hierarchyrole

Product default order settings V2 (msdyn_productspecificdefaultordersettings)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
INVENTORYWAREHOUSEID = msdyn_inventorywarehouse.msdyn_warehouseidentifier
INVENTORYSITEID = msdyn_inventorysite.msdyn_siteid
INVENTORYATPDELAYEDDEMANDOFFSETDAYS = msdyn_inventoryatpdelayeddemandoffsetdays
INVENTORYATPDELAYEDSUPPLYOFFSETDAYS = msdyn_inventoryatpdelayedsupplyoffsetdays
ITEMNUMBER = msdyn_itemnumber.msdyn_itemnumber
INVENTORYATPBACKWARDDEMANDTIMEFENCEDAYS = msdyn_inventoryatpbackwarddemandtimefencedays
INVENTORYATPBACKWARDSUPPLYTIMEFENCEDAYS = msdyn_inventoryatpbackwardsupplytimefencedays
INVENTORYATPTIMEFENCEDAYS = msdyn_inventoryatptimefencedays
MAXIMUMINVENTORYORDERQUANTITY = msdyn_maximuminventoryorderquantity
MAXIMUMPROCUREMENTORDERQUANTITY = msdyn_maximumprocurementorderquantity
MAXIMUMSALESORDERQUANTITY = msdyn_maximumsalesorderquantity
MINIMUMINVENTORYORDERQUANTITY = msdyn_minimuminventoryorderquantity
MINIMUMPROCUREMENTORDERQUANTITY = msdyn_minimumprocurementorderquantity
MINIMUMSALESORDERQUANTITY = msdyn_minimumsalesorderquantity
STANDARDINVENTORYORDERQUANTITY = msdyn_standardinventoryorderquantity
STANDARDPROCUREMENTORDERQUANTITY = msdyn_standardprocurementorderquantity
STANDARDSALESORDERQUANTITY = msdyn_standardsalesorderquantity
INVENTORYLEADTIMEDAYS = msdyn_inventoryleadtimedays
INVENTORYQUANTITYMULTIPLES = msdyn_inventoryquantitymultiples
PROCUREMENTQUANTITYMULTIPLES = msdyn_procurementquantitymultiples
SALESQUANTITYMULTIPLES = msdyn_salesquantitymultiples
PROCUREMENTSITEID = msdyn_procurementsite.msdyn_siteid
PROCUREMENTLEADTIMEDAYS = msdyn_procurementleadtimedays
SALESSITEID = msdyn_salessite.msdyn_siteid
SALESATPDELAYEDDEMANDOFFSETDAYS = msdyn_salesatpdelayeddemandoffsetdays
SALESATPDELAYEDSUPPLYOFFSETDAYS = msdyn_salesatpdelayedsupplyoffsetdays
SALESATPBACKWARDDEMANDTIMEFENCEDAYS = msdyn_salesatpbackwarddemandtimefencedays
SALESATPBACKWARDSUPPLYTIMEFENCEDAYS = msdyn_salesatpbackwardsupplytimefencedays
SALESATPTIMEFENCEDAYS = msdyn_salesatptimefencedays
SALESLEADTIMEDAYS = msdyn_salesleadtimedays
PROCUREMENTWAREHOUSEID = msdyn_procurementwarehouse.msdyn_warehouseidentifier
SALESWAREHOUSEID = msdyn_saleswarehouse.msdyn_warehouseidentifier
AREINVENTORYDEFAULTORDERSETTINGSOVERRIDDEN ><
no : False
yes : True		 msdyn_areinventoryorderdefaultsoverridden
INVENTORYORDERPROMISINGMETHOD ><
none : 192350000
salesLeadTime : 192350001
atp : 192350002
atpPlusIssueMargin : 192350003
ctp : 192350004		 msdyn_inventoryorderpromisingmethod
ISINVENTORYATPINCLUDINGPLANNEDORDERS ><
false : False
true : True		 msdyn_isinventoryatpincludingplannedorders
ISINVENTORYUSINGWORKINGDAYS ><
no : False
yes : True		 msdyn_isinventoryusingworkingdays
ISINVENTORYSITEMANDATORY ><
no : False
yes : True		 msdyn_isinventorysitemandatory
ISINVENTORYPROCESSINGSTOPPED ><
no : False
yes : True		 msdyn_isinventoryprocessingstopped
ISPROCUREMENTUSINGWORKINGDAYS ><
no : False
yes : True		 msdyn_isprocurementusingworkingdays
ISPROCUREMENTSITEMANDATORY ><
no : False
yes : True		 msdyn_isprocurementsitemandatory
ISPROCUREMENTPROCESSINGSTOPPED ><
no : False
yes : True		 msdyn_isprocurementprocessingstopped
ARESALESDEFAULTORDERSETTINGSOVERRIDDEN ><
no : False
yes : True		 msdyn_aresalesorderdefaultsoverridden
SALESORDERPROMISINGMETHOD ><
none : 192350000
salesLeadTime : 192350001
atp : 192350002
atpPlusIssueMargin : 192350003
ctp : 192350004		 msdyn_salesorderpromisingmethod
ISSALESATPINCLUDINGPLANNEDORDERS ><
false : False
true : True		 msdyn_issalesatpincludingplannedorders
ISSALESSITEMANDATORY ><
no : False
yes : True		 msdyn_issalessitemandatory
ISSALESLEADTIMEOVERRIDDEN ><
no : False
yes : True		 msdyn_issalesleadtimeoverridden
ISSALESPROCESSINGSTOPPED ><
no : False
yes : True		 msdyn_issalesprocessingstopped
ISINVENTORYWAREHOUSEMANDATORY ><
no : False
yes : True		 msdyn_isinventorywarehousemandatory
ISPROCUREMENTWAREHOUSEMANDATORY ><
no : False
yes : True		 msdyn_isprocurementwarehousemandatory
ISSALESWAREHOUSEMANDATORY ><
no : False
yes : True		 msdyn_issaleswarehousemandatory
OPERATIONALSITEID = msdyn_operationalsite.msdyn_siteid
PRODUCTCOLORID = msdyn_productcolor.msdyn_productcolorname
PRODUCTCONFIGURATIONID = msdyn_productconfiguration.msdyn_productconfiguration
PRODUCTSIZEID = msdyn_productsize.msdyn_productsize
PRODUCTSTYLEID = msdyn_productstyle.msdyn_productstyle

Product dimension groups (msdyn_productdimensiongroups)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
WILLSALESPRICESEARCHUSEPRODUCTSTYLE ><
no : false
yes : true		 msdyn_willsalespricesearchuseproductstyle
WILLPURCHASEPRICESEARCHUSEPRODUCTSIZE ><
no : false
yes : true		 msdyn_willpurchasepricesearchuseproductsize
WILLSALESPRICESEARCHUSEPRODUCTCONFIGURATION ><
no : false
yes : true		 msdyn_willsalespricesearchuseprodconfig
WILLSALESPRICESEARCHUSEPRODUCTCOLOR ><
no : false
yes : true		 msdyn_willsalespricesearchuseproductcolor
WILLPURCHASEPRICESEARCHUSEPRODUCTSTYLE ><
no : false
yes : true		 msdyn_willpurchasepricesearchuseproductstyle
WILLPURCHASEPRICESEARCHUSEPRODUCTCONFIGURATION ><
no : false
yes : true		 msdyn_willpurchpricesearchuseprodconfig
WILLPURCHASEPRICESEARCHUSEPRODUCTCOLOR ><
no : false
yes : true		 msdyn_willpurchpricesearchuseproductcolor
ISPRODUCTSTYLEACTIVE ><
no : false
yes : true		 msdyn_isproductstyleactive
ISPRODUCTSIZEACTIVE ><
no : false
yes : true		 msdyn_isproductsizeactive
ISPRODUCTCONFIGURATIONACTIVE ><
no : false
yes : true		 msdyn_isproductconfigurationactive
ISPRODUCTCOLORACTIVE ><
no : false
yes : true		 msdyn_isproductcoloractive
GROUPNAME = msdyn_groupname
GROUPDESCRIPTION = msdyn_groupdescription
PRODUCTVARIANTNOMENCLATURENAME = msdyn_productvariantnomenclaturename
WILLSALESPRICESEARCHUSEPRODUCTSIZE ><
yes : true
no : false		 msdyn_willsalespricesearchuseproductsize

Product master colors (msdyn_sharedproductcolors)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
PRODUCTCOLORID > msdyn_productcolor.msdyn_productcolorname
PRODUCTMASTERNUMBER > msdyn_globalproduct.msdyn_productnumber
REPLENISHMENTWEIGHT > msdyn_replenishmentweight
DISPLAYSEQUENCENUMBER > msdyn_displaysequencenumber

Product master configurations (msdyn_sharedproductconfigurations)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
CONTAINERUNITSYMBOL > msdyn_containerunit.msdyn_symbol
PRODUCTCONFIGURATIONID > msdyn_productconfiguration.msdyn_productconfiguration
PRODUCTMASTERNUMBER > msdyn_globalproduct.msdyn_productnumber
REPLENISHMENTWEIGHT > msdyn_replenishmentweight
DISPLAYSEQUENCENUMBER > msdyn_displaysequencenumber

Product master sizes (msdyn_sharedproductsizes)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
PRODUCTMASTERNUMBER > msdyn_globalproduct.msdyn_productnumber
PRODUCTSIZEID > msdyn_productsize.msdyn_productsize
REPLENISHMENTWEIGHT > msdyn_replenishmentweight
DISPLAYSEQUENCENUMBER > msdyn_displaysequencenumber

Product master styles (msdyn_sharedproductstyles)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
PRODUCTMASTERNUMBER > msdyn_globalproduct.msdyn_productnumber
PRODUCTSTYLEID > msdyn_productstyle.msdyn_productstyle
REPLENISHMENTWEIGHT > msdyn_replenishmentweight
DISPLAYSEQUENCENUMBER > msdyn_displaysequencenumber

Product receipt header (msdyn_purchaseorderreceipts)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
RECORDID > msdyn_recordid
PRODUCTRECEIPTDATE > msdyn_datereceived
DELIVERYADDRESSLATITUDE > msdyn_deliveryaddresslatitude
DELIVERYADDRESSLONGITUDE > msdyn_deliveryaddresslongitude
PURCHASEORDERNUMBER > msdyn_purchaseorder.msdyn_name
DELIVERYMODEID > msdyn_shipvia.msdyn_name
DELIVERYTERMSID > msdyn_deliveryterm.msdyn_termscode
ORDERVENDORACCOUNTNUMBER > msdyn_ordervendor.msdyn_vendoraccountnumber
REQUESTERPERSONNELNUMBER > msdyn_requesterpersonnel.cdm_workernumber
ISDELIVERYADDRESSPRIVATE >>
Yes : true
No : false		 msdyn_isdeliveryaddressprivate
DELIVERYADDRESSCOUNTRYREGIONID > msdyn_deliveryaddresscountryregionid
DELIVERYADDRESSCOUNTYID > msdyn_deliveryaddresscountyid
DELIVERYADDRESSSTATEID > msdyn_deliveryaddressstateid
DELIVERYADDRESSZIPCODE > msdyn_deliveryaddresszipcode
DELIVERYADDRESSNAME > msdyn_deliveryaddressname
DELIVERYADDRESSTIMEZONE > msdyn_deliveryaddresstimezone
DELIVERYADDRESSPOSTBOX > msdyn_deliveryaddresspostbox
DELIVERYADDRESSSTREETNUMBER > msdyn_deliveryaddressstreetnumber
DELIVERYADDRESSSTREET > msdyn_deliveryaddressstreet
PRODUCTRECEIPTNUMBER > msdyn_name
ATTENTIONINFORMATION > msdyn_note
DELIVERYCITYINKANA > msdyn_deliverycityinkana
DELIVERYSTREETINKANA > msdyn_deliverystreetinkana
FORMATTEDDELIVERYADDRESS > msdyn_formatteddeliveryaddress
DELIVERYADDRESSLOCATIONID > msdyn_deliveryaddresslocationid
DELIVERYADDRESSCITY > msdyn_deliveryaddresscity
DELIVERYADDRESSDESCRIPTION > msdyn_deliveryaddressdescription
DELIVERYADDRESSDISTRICTNAME > msdyn_deliveryaddressdistrictname
DELIVERYBUILDINGCOMPLIMENT > msdyn_deliverybuildingcompliment
DELIVERYADDRESSDUNSNUMBER > msdyn_deliveryaddressdunsnumber

Product receipt line (msdyn_purchaseorderreceiptproducts)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
RECORDID > msdyn_recordid
DELIVERYADDRESSCOUNTRYREGIONID > msdyn_deliveryaddresscountryregionid
DELIVERYADDRESSCOUNTYID > msdyn_deliveryaddresscountyid
DELIVERYADDRESSSTATEID > msdyn_deliveryaddressstateid
EXPECTEDDELIVERYDATE > msdyn_expecteddeliverydate
EXTERNALITEMNUMBER > msdyn_externalitemnumber
ITEMBATCHNUMBER > msdyn_itembatchnumber
ITEMSERIALNUMBER > msdyn_itemserialnumber
LINEDESCRIPTION > msdyn_linedescription
ORDEREDPURCHASEQUANTITY > msdyn_orderedpurchasequantity
PROCUREMENTPRODUCTCATEGORYNAME > msdyn_procurementproductcategory.msdyn_name
PROCUREMENTPRODUCTCATEGORYHIERARCHYNAME > msdyn_procurementproductcategory.msdyn_hierarchy.msdyn_name
PRODUCTRECEIPTDATE > msdyn_productreceiptdate
PRODUCTRECEIPTHEADERRECORDID > msdyn_purchaseorderreceipt.msdyn_recordid
PRODUCTRECEIPTNUMBER > msdyn_productreceiptnumber
PURCHASEORDERLINENUMBER > msdyn_purchaseorderproduct.msdyn_lineorder
PURCHASEORDERNUMBER > msdyn_purchaseorderproduct.msdyn_purchaseorder.msdyn_name
PURCHASEORDERNUMBER > msdyn_purchaseorder.msdyn_name
PURCHASEUNITSYMBOL > msdyn_purchaseunitsymbol.msdyn_symbol
RECEIVEDINVENTORYQUANTITY > msdyn_receivedinventoryquantity
RECEIVEDINVENTORYSTATUSID > msdyn_receivedinventorystatusid
RECEIVEDPURCHASEQUANTITY > msdyn_quantity
RECEIVINGSITEID > msdyn_receivingsiteid.msdyn_siteid
RECEIVINGWAREHOUSEID > msdyn_associatetowarehouse.msdyn_warehouseidentifier
RECEIVINGWAREHOUSELOCATIONID > msdyn_receivingwarehouselocation.msdyn_warehouselocationid
RECEIVINGWAREHOUSEID > msdyn_receivingwarehouselocation.msdyn_warehouse.msdyn_warehouseidentifier
REMAININGINVENTORYQUANTITY > msdyn_remaininginventoryquantity
REMAININGPURCHASEQUANTITY > msdyn_remainingpurchasequantity
PRODUCTNUMBER > msdyn_product.msdyn_productnumber

Product specific unit conversions (msdyn_productspecificunitofmeasureconversions)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
DENOMINATOR = msdyn_denominator
NUMERATOR = msdyn_numerator
FACTOR = msdyn_factor
FROMUNITSYMBOL = msdyn_fromunit.msdyn_symbol
TOUNITSYMBOL = msdyn_tounit.msdyn_symbol
PRODUCTNUMBER = msdyn_globalproduct.msdyn_productnumber
INNEROFFSET = msdyn_inneroffset
OUTEROFFSET = msdyn_outeroffset
ROUNDING ><
nearest : 192350000
up : 192350001
down : 192350002		 msdyn_rounding

Prospects (leads)

This template synchronizes data between finance and operations apps and Dataverse.

Source filter: (IsB2BProspect == 1)

Reversed source filter: (msdyn_b2bcommerceprospect eq true)

Finance and operations field Map type Customer engagement column Default value
PROSPECTNAME = fullname
PROSPECTPARTYNUMBER = msdyn_partyid.msdyn_partynumber
PROSPECTID = msdyn_prospectid
PRIMARYPHONENUMBER = telephone1
PRIMARYPHONENUMBEREXTENSION = msdyn_telephone1extension
PRIMARYPHONENUMBERDESCRIPTION = description
PRIMARYEMAILADDRESS = emailaddress1
PRIMARYEMAILADDRESSDESCRIPTION = msdyn_emailaddress1description
PRIMARYURL = websiteurl
PRIMARYURLDESCRIPTION = msdyn_websiteurldescription
ADDRESSCITY = address1_city
ADDRESSCOUNTRYREGIONISOCODE = address1_country
ADDRESSCOUNTYID = address1_county
ADDRESSSTATEID = address1_stateorprovince
ADDRESSSTREET = address1_line1
ADDRESSZIPCODE = address1_postalcode
ADDRESSPOSTBOX = address1_postofficebox
ADDRESSLOCATIONROLES << none Business
none >> address1_addresstypecode 1
COMPANYNAME = companyname
COMPANYSIZE = numberofemployees
ADDRESSLATITUDE = address1_latitude
ADDRESSLONGITUDE = address1_longitude
CURRENCYCODE = transactioncurrencyid.isocurrencycode
CUSTOMERGROUPID = msdyn_customergroupid.msdyn_groupid
SALESTAXGROUPCODE = msdyn_salestaxgroup.msdyn_name
PRIMARYFAXNUMBER = fax
PRIMARYFAXNUMBERDESCRIPTION = msdyn_faxdescription
PRIMARYFAXNUMBEREXTENSION = msdyn_faxextension
RETAILCHANNELOPERATINGUNITPARTYNUMBER = msdyn_retailchannel.msdyn_partynumber
ISB2BPROSPECT ><
no : False
yes : True		 msdyn_b2bcommerceprospect
B2BPROSPECTSTATUS ><
Pending : 192350000
Approved : 192350001
Rejected : 192350002		 msdyn_b2bprospectstatus

Purchase order header document attachments (annotations)

This template synchronizes data between finance and operations apps and Dataverse.

Source filter: ((DocumentAttachmentTypeCode == "Note") || (DocumentAttachmentTypeCode == "URL"))

Reversed source filter: objecttypecode eq 'msdyn_purchaseorder'

Finance and operations field Map type Customer engagement column Default value
DOCUMENTID = msdyn_notesid
NOTES = notetext
ATTACHMENTDESCRIPTION = subject
PURCHASEORDERNUMBER = msdyn_relatedentityid
DOCUMENTATTACHMENTTYPECODE << none Note
none >> objecttypecode msdyn_purchaseorder
ACCESSRESTRICTION ><
internal : 0
external : 1		 msdyn_restriction

Purchase order headers V2 (msdyn_purchaseorders)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
DELIVERYADDRESSNAME > msdyn_addressname
REQUESTEDDELIVERYDATE = msdyn_dateexpected
PURCHASEORDERNUMBER = msdyn_name
PAYMENTTERMSNAME = msdyn_paymentterm.msdyn_name
DEFAULTRECEIVINGWAREHOUSEID = msdyn_receivetowarehouse.msdyn_warehouseidentifier
ACCOUNTINGDATE = msdyn_accountingdate
AREPRICESINCLUDINGSALESTAX ><
yes : True
no : False		 msdyn_arepriceincludingsalestax
ATTENTIONINFORMATION > msdyn_attentioninformation
CASHDISCOUNTCODE = msdyn_cashdiscountcode
CASHDISCOUNTPERCENTAGE = msdyn_cashdiscountpercentage
CONTACTPERSONID = msdyn_contactpersonid.msdyn_contactpersonid
CURRENCYCODE = transactioncurrencyid.isocurrencycode
DEFAULTRECEIVINGSITEID = msdyn_defaultreceivingsiteid.msdyn_siteid
DELIVERYTERMSID = msdyn_deliveryterm.msdyn_termscode
EMAIL = msdyn_email
ISCHANGEMANAGEMENTACTIVE >>
yes : True
no : False		 msdyn_ischangemanagementactive
ISDELIVEREDDIRECTLY >>
yes : True
no : False		 msdyn_isdeliverydirectly
LANGUAGEID ><
ar : 192350000
ar-ae : 192350001
cs : 192350002
da : 192350003
de : 192350004
de-at : 192350005
de-ch : 192350006
en-au : 192350007
en-gb : 192350009
en-ie : 192350010
en-in : 192350011
en-ca : 192350008
en-my : 192350012
en-nz : 192350013
en-sg : 192350014
en-us : 192350015
en-za : 192350016
es : 192350017
es-mx : 192350018
et : 192350019
fi : 192350020
fr : 192350021
fr-be : 192350022
fr-ca : 192350023
fr-ch : 192350024
hu : 192350025
is : 192350026
it : 192350027
it-ch : 192350028
ja : 192350029
lt : 192350030
lv : 192350031
nb-no : 192350032
nl : 192350033
nl-be : 192350034
pl : 192350035
pt-br : 192350036
ru : 192350037
sv : 192350038
th : 192350039
tr : 192350040
zh-hans : 192350041		 msdyn_language
ORDERERPERSONNELNUMBER = msdyn_ordererpersonnelnumber.cdm_workernumber
REASONCODE = msdyn_reasoncode
REASONCOMMENT = msdyn_reasoncomment
TOTALDISCOUNTPERCENTAGE = msdyn_totaldiscountpercentage
URL = msdyn_url
VENDORORDERREFERENCE = msdyn_vendororderreference
VENDORPAYMENTMETHODNAME = msdyn_vendorpaymentmethod.msdyn_name
VENDORPAYMENTMETHODSPECIFICATIONNAME > msdyn_vendorpaymentmethodspecificationname
ORDERVENDORACCOUNTNUMBER = msdyn_vendor.accountnumber
DELIVERYMODEID = msdyn_shipvia.msdyn_name
INVOICEVENDORACCOUNTNUMBER = msdyn_invoicevendoraccount.accountnumber
DOCUMENTAPPROVALSTATUS >>
draft : 192350000
inReview : 192350001
rejected : 192350002
approved : 192350003
inExternalReview : 192350004
finalized : 192350005
confirmed : 192350006		 msdyn_documentapprovalstatus
PURCHASEORDERSTATUS >>
none : 192350000
backorder : 192350001
received : 192350002
invoiced : 192350003
canceled : 192350004		 msdyn_purchaseorderstatus
DELIVERYADDRESSCITY > msdyn_city
DELIVERYADDRESSCOUNTRYREGIONISOCODE > msdyn_country
DELIVERYADDRESSSTATEID > msdyn_stateorprovince
DELIVERYADDRESSZIPCODE > msdyn_postalcode
DELIVERYADDRESSSTREET > msdyn_address1
INVOICEADDRESSSTREETNUMBER > msdyn_invoiceaddressstreetnumber
CONFIRMEDDELIVERYDATE = msdyn_confirmeddeliverydate
DELIVERYADDRESSLONGITUDE > msdyn_longitude
DELIVERYADDRESSLATITUDE > msdyn_latitude
DELIVERYADDRESSCOUNTRYREGIONID > msdyn_deliveryaddresscountryregionid
DELIVERYADDRESSCOUNTYID > msdyn_deliveryaddresscountyid
DELIVERYADDRESSDESCRIPTION > msdyn_deliveryaddressdescription
DELIVERYADDRESSDISTRICTNAME > msdyn_deliveryaddressdistrictname
DELIVERYADDRESSDUNSNUMBER > msdyn_deliveryaddressdunsnumber
DELIVERYADDRESSLOCATIONID > msdyn_deliveryaddresslocationid
DELIVERYADDRESSPOSTBOX > msdyn_deliveryaddresspostbox
DELIVERYADDRESSTIMEZONE > msdyn_deliveryaddresstimezone
DELIVERYBUILDINGCOMPLIMENT > msdyn_deliverybuildingcompliment
FORMATTEDDELIVERYADDRESS > msdyn_formatteddeliveryaddress
FORMATTEDINVOICEADDRESS > msdyn_formattedinvoiceaddress
INVOICEADDRESSCITY > msdyn_invoiceaddresscity
INVOICEADDRESSCOUNTRYREGIONID > msdyn_invoiceaddresscountryregionid
INVOICEADDRESSCOUNTY > msdyn_invoiceaddresscounty
INVOICEADDRESSSTATE > msdyn_invoiceaddressstate
INVOICEADDRESSSTREET > msdyn_invoiceaddressstreet
DELIVERYADDRESSSTREETNUMBER > msdyn_address2
INVOICEADDRESSZIPCODE > msdyn_invoiceaddresszipcode

Released products V2 (msdyn_sharedproductdetails)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
PRODUCTNUMBER > msdyn_globalproduct.msdyn_productnumber
INTRASTATCHARGEPERCENTAGE > msdyn_intrastatchargepercentage
ITEMNUMBER > msdyn_itemnumber
APPROXIMATESALESTAXPERCENTAGE > msdyn_approximatesalestaxpercentage
BESTBEFOREPERIODDAYS > msdyn_bestbeforeperioddays
CARRYINGCOSTABCCODE >>
none : 806380000
a : 806380001
b : 806380002
c : 806380003		 msdyn_carryingcostabccode
CONSTANTSCRAPQUANTITY > msdyn_constantscrapquantity
COSTCHARGESQUANTITY > msdyn_costchargesquantity
DEFAULTRECEIVINGQUANTITY > msdyn_defaultreceivingquantity
FIXEDPURCHASEPRICECHARGES > msdyn_fixedpurchasepricecharges
FIXEDSALESPRICECHARGES > msdyn_fixedsalespricecharges
GROSSDEPTH > msdyn_grossdepth
GROSSPRODUCTHEIGHT > msdyn_grossproductheight
GROSSPRODUCTWIDTH > msdyn_grossproductwidth
INVENTORYUNITSYMBOL > msdyn_inventoryunitsymbol.msdyn_symbol
ISDISCOUNTPOSREGISTRATIONPROHIBITED >>
no : False
yes : True		 msdyn_isdiscountposregistrationprohibited
ISEXEMPTFROMAUTOMATICNOTIFICATIONANDCANCELLATION >>
no : False
yes : True		 msdyn_exemptautomaticnotificationcancel
ISINSTALLMENTELIGIBLE >>
no : False
yes : True		 msdyn_isinstallmenteligible
ISINTERCOMPANYPURCHASEUSAGEBLOCKED >>
no : False
yes : True		 msdyn_isintercompanypurchaseusageblocked
ISINTERCOMPANYSALESUSAGEBLOCKED >>
no : False
yes : True		 msdyn_isintercompanysalesusageblocked
ISMANUALDISCOUNTPOSREGISTRATIONPROHIBITED >>
no : False
yes : True		 msdyn_ismanualdiscposregistrationprohibited
ISPHANTOM >>
no : False
yes : True		 msdyn_isphantom
ISPOSREGISTRATIONBLOCKED >>
no : False
yes : True		 msdyn_isposregistrationblocked
ISPOSREGISTRATIONQUANTITYNEGATIVE >>
no : False
yes : True		 msdyn_isposregistrationquantitynegative
ISPURCHASEPRICEAUTOMATICALLYUPDATED >>
no : False
yes : True		 msdyn_ispurchasepriceautomaticallyupdated
ISPURCHASEPRICEINCLUDINGCHARGES >>
no : False
yes : True		 msdyn_ispurchasepriceincludingcharges
ISSALESWITHHOLDINGTAXCALCULATED >>
no : False
yes : True		 msdyn_issaleswithholdingtaxcalculated
ISRESTRICTEDFORCOUPONS >>
no : False
yes : True		 msdyn_isrestrictedforcoupons
ISSALESPRICEADJUSTMENTALLOWED >>
no : False
yes : True		 msdyn_issalespriceadjustmentallowed
ISSALESPRICEINCLUDINGCHARGES >>
no : False
yes : True		 msdyn_issalespriceincludingcharges
ISSCALEPRODUCT >>
no : False
yes : True		 msdyn_isscaleproduct
ISSHIPALONEENABLED >>
no : False
yes : True		 msdyn_isshipaloneenabled
ISUNITCOSTPRODUCTVARIANTSPECIFIC >>
no : False
yes : True		 msdyn_isunitcostproductvariantspecific
ISVARIANTSHELFLABELSPRINTINGENABLED >>
no : False
yes : True		 msdyn_isvariantshelflabelsprintingenabled
ISZEROPRICEPOSREGISTRATIONALLOWED >>
no : False
yes : True		 msdyn_iszeropriceposregistrationallowed
KEYINPRICEREQUIREMENTSATPOSREGISTER >>
notMandatory : 806380000
newPrice : 806380001
higherEqual : 806380002
lowerEqual : 806380003
noPrice : 806380004		 msdyn_keyinpricerequirementsatposregister
KEYINQUANTITYREQUIREMENTSATPOSREGISTER >>
notMandatory : 806380000
keyIn : 806380001
notKeyIn : 806380002		 msdyn_keyinquantityrequirementsatposregister
MARGINABCCODE >>
none : 806380000
a : 806380001
b : 806380002
c : 806380003		 msdyn_marginabccode
MAXIMUMPICKQUANTITY > msdyn_maximumpickquantity
MUSTKEYINCOMMENTATPOSREGISTER >>
no : False
yes : True		 msdyn_mustkeyincommentatposregister
NECESSARYPRODUCTIONWORKINGTIMESCHEDULINGPROPERTYID > msdyn_necessaryproductionworkingtimeschedulingp
NETPRODUCTWEIGHT > msdyn_netproductweight
PACKINGDUTYQUANTITY > msdyn_packingdutyquantity
POSREGISTRATIONACTIVATIONDATE > msdyn_posregistrationactivationdate
POSREGISTRATIONBLOCKEDDATE > msdyn_posregistrationblockeddate
POSREGISTRATIONPLANNEDBLOCKEDDATE > msdyn_posregistrationplannedblockeddate
POTENCYBASEATTIBUTETARGETVALUE > msdyn_potencybaseattibutetargetvalue
POTENCYBASEATTRIBUTEVALUEENTRYEVENT >>
purchProdReceipt : 806380000
quality : 806380001		 msdyn_potencybaseattributevalueentryevent
PRODUCTTYPE >>
item : 806380001
service : 806380002		 msdyn_producttype
PRODUCTIONCONSUMPTIONDENSITYCONVERSIONFACTOR > msdyn_productionconsumptiondensityconversion
PRODUCTIONCONSUMPTIONDEPTHCONVERSIONFACTOR > msdyn_productionconsumptiondepthconversion
PRODUCTIONCONSUMPTIONHEIGHTCONVERSIONFACTOR > msdyn_productionconsumptionheightconversion
PRODUCTIONCONSUMPTIONWIDTHCONVERSIONFACTOR > msdyn_productionconsumptionwidthconversion
PRODUCTVOLUME > msdyn_productvolume
PURCHASECHARGESQUANTITY > msdyn_purchasechargesquantity
PURCHASEOVERDELIVERYPERCENTAGE > msdyn_purchaseoverdeliverypercentage
PURCHASEPRICE > msdyn_purchaseprice
PURCHASEPRICEDATE > msdyn_purchasepricedate
PURCHASEPRICINGPRECISION > msdyn_purchasepricingprecision
PURCHASEUNDERDELIVERYPERCENTAGE > msdyn_purchaseunderdeliverypercentage
RAWMATERIALPICKINGPRINCIPLE >>
staging : 806380000
orderPicking : 806380001		 msdyn_rawmaterialpickingprinciple
SALESCHARGESQUANTITY > msdyn_saleschargesquantity
SALESOVERDELIVERYPERCENTAGE > msdyn_salesoverdeliverypercentage
SALESPRICE > msdyn_salesprice
SALESPRICECALCULATIONCHARGESPERCENTAGE > msdyn_salespricecalculationchargespercentage
SALESPRICECALCULATIONCONTRIBUTIONRATIO > msdyn_salespricecalculationcontributionratio
SALESPRICECALCULATIONMODEL >>
none : 806380000
contributionratio : 806380001
percentMarkup : 806380002		 msdyn_salespricecalculationmodel
SALESPRICEDATE > msdyn_salespricedate
SALESPRICINGPRECISION > msdyn_salespricingprecision
SALESUNDERDELIVERYPERCENTAGE > msdyn_salesunderdeliverypercentage
SALESUNITSYMBOL > msdyn_salesunitsymbol.msdyn_symbol
SCALEINDICATOR >>
relevant : 806380000
notRelevant : 806380001		 msdyn_scaleindicator
SELLSTARTDATE > msdyn_sellstartdate
SHELFADVICEPERIODDAYS > msdyn_shelfadviceperioddays
SHELFLIFEPERIODDAYS > msdyn_shelflifeperioddays
SHIPSTARTDATE > msdyn_shipstartdate
TAREPRODUCTWEIGHT > msdyn_tareproductweight
TRANSFERORDEROVERDELIVERYPERCENTAGE > msdyn_transferorderoverdeliverypercentage
TRANSFERORDERUNDERDELIVERYPERCENTAGE > msdyn_transferorderunderdeliverypercentage
UNITCOST > msdyn_unitcost
UNITCOSTDATE > msdyn_unitcostdate
UNITCOSTQUANTITY > msdyn_unitcostquantity
VARIABLESCRAPPERCENTAGE > msdyn_variablescrappercentage
WAREHOUSEMOBILEDEVICEDESCRIPTIONLINE1 > msdyn_warehousemobiledevicedescriptionline1
WAREHOUSEMOBILEDEVICEDESCRIPTIONLINE2 > msdyn_warehousemobiledevicedescriptionline2
WILLINVENTORYISSUEAUTOMATICALLYREPORTASFINISHED >>
no : False
yes : True		 msdyn_willinventoryissueautoreportasfinished
WILLINVENTORYRECEIPTIGNOREFLUSHINGPRINCIPLE >>
no : False
yes : True		 msdyn_willinventoryreceiptignoreflushing
WILLPICKINGWORKBENCHAPPLYBOXINGLOGIC >>
no : False
yes : True		 msdyn_willpickingworkbenchapplyboxinglogic
WILLTOTALPURCHASEDISCOUNTCALCULATIONINCLUDEPRODUCT >>
no : False
yes : True		 msdyn_willtotalpurchdiscountcalcincludeproduct
WILLTOTALSALESDISCOUNTCALCULATIONINCLUDEPRODUCT >>
no : False
yes : True		 msdyn_willtotalsalesdiscountcalcincludeproduct
WILLWORKCENTERPICKINGALLOWNEGATIVEINVENTORY >>
no : False
yes : True		 msdyn_willworkcenterpickingallownegativeinvent
YIELDPERCENTAGE > msdyn_yieldpercentage
ISUNITCOSTAUTOMATICALLYUPDATED >>
no : False
yes : True		 msdyn_isunitcostautomaticallyupdated
PURCHASEUNITSYMBOL > msdyn_purchaseunitsymbol.msdyn_symbol
PURCHASEPRICEQUANTITY > msdyn_purchasepricequantity
ISUNITCOSTINCLUDINGCHARGES >>
no : False
yes : True		 msdyn_isunitcostincludingcharges
FIXEDCOSTCHARGES > msdyn_fixedcostcharges
MINIMUMCATCHWEIGHTQUANTITY > msdyn_minimumcatchweightquantity
MAXIMUMCATCHWEIGHTQUANTITY > msdyn_maximumcatchweightquantity
ALTERNATIVEITEMNUMBER > msdyn_alternativeitemnumber.msdyn_itemnumber
BOMUNITSYMBOL > msdyn_bomunitsymbol.msdyn_symbol
CATCHWEIGHTUNITSYMBOL > msdyn_catchweightunitsymbol.msdyn_symbol
COMPARISONPRICEBASEUNITSYMBOL > msdyn_comparisonpricebaseunitsymbol.msdyn_symbol
PRIMARYVENDORACCOUNTNUMBER > msdyn_vendorid.msdyn_vendoraccountnumber
ISCATCHWEIGHTPRODUCT >>
no : False
yes : True		 msdyn_iscatchweight
PRODUCTDIMENSIONGROUPNAME > msdyn_productdimensiongroupid.msdyn_groupname
STORAGEDIMENSIONGROUPNAME > msdyn_storagedimensiongroup.msdyn_groupname
TRACKINGDIMENSIONGROUPNAME > msdyn_trackingdimensiongroup.msdyn_groupname
[None] >> msdyn_shouldsyncwithproducts False

Sales invoice headers V2 (invoices)

This template synchronizes data between finance and operations apps and Dataverse.

Source filter: (SalesOrderNumber != "")

Reversed source filter: msdyn_ordertype eq 192350000

Finance and operations field Map type Customer engagement column Default value
none >> ispricelocked False
none >> statuscode 4
CONTACTPERSONID > msdyn_associatedcontact.msdyn_contactforpartynumber
CURRENCYCODE > transactioncurrencyid.isocurrencycode
CUSTOMERSORDERREFERENCE > description
INVOICEADDRESSCITY > billto_city
INVOICEADDRESSCOUNTRYREGIONISOCODE > billto_country
INVOICEADDRESSSTATE > billto_stateorprovince
INVOICEADDRESSSTREET > billto_line1
INVOICEADDRESSSTREETNUMBER > billto_line2
INVOICEADDRESSZIPCODE > billto_postalcode
INVOICECUSTOMERACCOUNTNUMBER > customerid.Account(accountnumber).Contact(msdyn_contactpersonid)
INVOICEDATE > msdyn_invoicedate
INVOICENUMBER > msdyn_invoicenumber
LEDGERVOUCHER > msdyn_ledgervoucher
PAYMENTTERMSNAME > msdyn_paymentterms.msdyn_name
SALESORDERNUMBER > salesorderid.msdyn_salesordernumber
TOTALCHARGEAMOUNT > freightamount
TOTALDISCOUNTAMOUNT > msdyn_totaldiscountamount
TOTALDISCOUNTCUSTOMERGROUPCODE > discountamount
TOTALINVOICEAMOUNT > msdyn_totalamount
TOTALTAXAMOUNT > msdyn_totaltax
none >> msdyn_ordertype 192350000

Sales invoice lines V2 (invoicedetails)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
CONFIRMEDSHIPPINGDATE > msdyn_confirmedshippingdate
CURRENCYCODE > transactioncurrencyid.isocurrencycode
INVENTORYSITEID > msdyn_inventorysite.msdyn_siteid
INVENTORYWAREHOUSEID > msdyn_inventorywarehouse.msdyn_warehouseidentifier
INVOICEDATE > invoiceid.msdyn_invoicedate
INVOICEDQUANTITY > quantity
INVOICENUMBER > invoiceid.msdyn_invoicenumber
LEDGERVOUCHER > invoiceid.msdyn_ledgervoucher
LINEAMOUNT > extendedamount
LINECREATIONSEQUENCENUMBER > sequencenumber
LINETOTALCHARGEAMOUNT > msdyn_totalchargeamount
LINETOTALDISCOUNTAMOUNT > manualdiscountamount
LINETOTALTAXAMOUNT > tax
PRODUCTNAME > description
PRODUCTNUMBER > productid.msdyn_productnumber
SALESPRICE > priceperunit
SALESPRODUCTCATEGORYHIERARCHYNAME > msdyn_salesproductcategory.msdyn_hierarchy.msdyn_name
SALESPRODUCTCATEGORYNAME > msdyn_salesproductcategory.msdyn_name
SALESUNITSYMBOL > uomid.msdyn_symbol
none >> producttypecode 1
none >> propertyconfigurationstatus 2
none >> ispriceoverridden True

Sales order header document attachments (annotations)

This template synchronizes data between finance and operations apps and Dataverse.

Source filter: ((DocumentAttachmentTypeCode == "Note") || (DocumentAttachmentTypeCode == "URL"))

Reversed source filter: objecttypecode eq 'salesorder'

Finance and operations field Map type Customer engagement column Default value
DOCUMENTID = msdyn_notesid
NOTES = notetext
ATTACHMENTDESCRIPTION = subject
SALESORDERNUMBER = msdyn_relatedentityid
DOCUMENTATTACHMENTTYPECODE << none Note
none >> objecttypecode salesorder
ACCESSRESTRICTION ><
internal : 0
external : 1		 msdyn_restriction

Sales order origin codes (msdyn_salesorderorigins)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
ORIGINCODE = msdyn_origincode
ORIGINDESCRIPTION = msdyn_origindescription

Sales tax authorities (msdyn_taxauthorities)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
TAXAUTHORITYCODE = msdyn_taxauthoritycode
TAXAUTHORITYIDENTIFICATION = msdyn_taxauthorityidentificator
DESCRIPTION = msdyn_description
REPORTLAYOUT ><
default : 192350000
norway : 192350001
unitedKingdom : 192350002
sweden : 192350003
germany : 192350004
austria : 192350005
netherlands : 192350006
usa : 192350007
italy : 192350008
belgium : 192350009
singapore : 192350010
japan : 192350011
finland : 192350012
estonia : 192350013
uae : 192350014		 msdyn_taxreportlayout
ROUNDOFFTYPE ><
ordinary : 192350000
roundDown : 192350001
roundUp : 192350002
advantage : 192350003		 msdyn_roundofftype
ROUNDOFF = msdyn_roundoff
EMAIL = msdyn_email
PHONE = msdyn_phone
URL = msdyn_url

Sales tax exempt code entity CDS (msdyn_taxexemptcodes)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
NAME = msdyn_name
DESCRIPTION = msdyn_description

Sales tax groups (msdyn_taxgroups)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
TAXGROUPCODE = msdyn_name
DESCRIPTION = msdyn_description

Sales tax ledger posting groups V2 (msdyn_taxpostinggroups)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
TAXPOSTINGGROUPCODE = msdyn_name
DESCRIPTION = msdyn_description

Salutations (msdyn_salutations)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
SALUTATIONPHRASE = msdyn_salutationphrase

Sites (msdyn_operationalsites)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
DEFAULTFINANCIALDIMENSIONVALUE = msdyn_defaultfinancialdimensionvalue
DEFAULTINVENTORYSTATUSID = msdyn_defaultinventorystatusid
ISRECEIVINGWAREHOUSEOVERRIDEALLOWED ><
no : False
yes : True		 msdyn_isreceivingwarehouseoverrideallowed
SITEID = msdyn_siteid
SITENAME = msdyn_sitename
TAXBRANCHCODE = msdyn_taxbranchcode
FISCALESTABLISHMENTID = msdyn_fiscalestablishmentid
ISPRIMARYADDRESSASSIGNED ><
no : False
yes : True		 msdyn_isprimaryaddressassigned
PRIMARYADDRESSCITY = msdyn_primaryaddresscity
PRIMARYADDRESSCOUNTRYREGIONID = msdyn_primaryaddresscountryregionid
PRIMARYADDRESSCOUNTYID = msdyn_primaryaddresscountyid
PRIMARYADDRESSDISTRICTNAME = msdyn_primaryaddressdistrictname
PRIMARYADDRESSLATITUDE = msdyn_primaryaddresslatitude
PRIMARYADDRESSLOCATIONROLES = msdyn_primaryaddresslocationrole
PRIMARYADDRESSLOCATIONSALESTAXGROUPCODE = msdyn_primaryaddresslocationsalestaxgroupcode
PRIMARYADDRESSLONGITUDE = msdyn_primaryaddresslongitude
PRIMARYADDRESSSTATEID = msdyn_primaryaddressstateid
PRIMARYADDRESSSTREET = msdyn_primaryaddressstreet
PRIMARYADDRESSZIPCODE = msdyn_primaryaddresszipcode
PRIMARYADDRESSBUILDINGCOMPLIMENT = msdyn_primaryaddressbuildingcompliment
PRIMARYADDRESSCITYINKANA = msdyn_primaryaddresscityinkana
PRIMARYADDRESSSTREETINKANA = msdyn_primaryaddressstreetinkana
PRIMARYADDRESSDESCRIPTION = msdyn_primaryaddressdescription
FORMATTEDPRIMARYADDRESS = msdyn_formattedprimaryaddress
WILLMASTERPLANNEDINTRASITEMOVEMENTSUSETRANSFERJOURNALS ><
no : False
yes : True		 msdyn_masterplannedusestransferjournal
PRIMARYADDRESSPOSTBOX = msdyn_primaryaddresspostbox
PRIMARYADDRESSSTREETNUMBER = msdyn_primaryaddressstreetnumber

Sizes (msdyn_productsizes)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
SIZEID > msdyn_productsize

Storage dimension groups (msdyn_productstoragedimensiongroups)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
WILLSALESPRICESEARCHUSEWAREHOUSE ><
no : false
yes : true		 msdyn_willsalespricesearchusewarehouse
WILLSALESPRICESEARCHUSESITE ><
no : false
yes : true		 msdyn_willsalespricesearchusesite
WILLSALESPRICESEARCHUSEINVENTORYSTATUS ><
no : false
yes : true		 msdyn_willsalespricesearchuseinventorystatus
WILLPURCHASEPRICESEARCHUSEWAREHOUSE ><
no : false
yes : true		 msdyn_willpurchasepricesearchusewarehouse
WILLPURCHASEPRICESEARCHUSESITE ><
no : false
yes : true		 msdyn_willpurchasepricesearchusesite
WILLPURCHASEPRICESEARCHUSEINVENTORYSTATUS ><
no : false
yes : true		 msdyn_willpurchpricesearchuseinventstatus
WILLCOVERAGEPLANNINGUSEWAREHOUSE ><
no : false
yes : true		 msdyn_willcoverageplanusewarehouse
WILLCOVERAGEPLANNINGUSELOCATION ><
no : false
yes : true		 msdyn_iscoverageplanenabledforlocation
WILLCOVERAGEPLANNINGUSEINVENTORYSTATUS ><
no : false
yes : true		 msdyn_willcoverageplanuseinventorystatus
AREADVANCEDWAREHOUSEMANAGEMENTPROCESSESENABLED ><
no : false
yes : true		 msdyn_areadvancedwmprocessesenabled
ISWAREHOUSEPRIMARYSTORAGEDIMENSION ><
no : false
yes : true		 msdyn_iswarehouseprimarystoragedimension
ISWAREHOUSEMANDATORY ><
no : false
yes : true		 msdyn_iswarehousemandatory
ISPHYSICALINVENTORYENABLEDFORWAREHOUSE ><
no : false
yes : true		 msdyn_isphysicalinventoryenabledforwarehouse
ISPHYSICALINVENTORYENABLEDFORLOCATION ><
no : false
yes : true		 msdyn_isphysicalinventoryenabledforlocation
ISLOCATIONACTIVE ><
no : false
yes : true		 msdyn_islocationactive
ISFINANCIALINVENTORYENABLEDFORWAREHOUSE ><
no : false
yes : true		 msdyn_isfinancialinventoryenabledforwarehouse
GROUPNAME = msdyn_groupname
GROUPDESCRIPTION = msdyn_groupdescription
ISBLANKRECEIPTALLOWEDFORLOCATION ><
no : false
yes : true		 msdyn_isblankreceiptallowedforlocation
ISBLANKISSUEALLOWEDFORLOCATION ><
no : false
yes : true		 msdyn_isblankissueallowedforlocation

Styles (msdyn_productstyles)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
STYLEID > msdyn_productstyle

Terms of delivery (msdyn_termsofdeliveries)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
TERMSCODE = msdyn_termscode
INTRASTATCODE = msdyn_intrastatcode
SALESTAXLOCATIONROLE ><
none : 192350000
invoice : 192350001
delivery : 192350002
swift : 192350003
payment : 192350004
service : 192350005
home : 192350006
other : 192350007
business : 192350008
remitTo : 192350009
statement : 192350010
fixedAsset : 192350011
oneTime : 192350012
recruit : 192350013
sms : 192350014
lading_W : 192350015
unlading_W : 192350016
headCompany_IT : 192350017
stableOrganization_IT : 192350018		 msdyn_salestaxlocationrole
TERMSDESCRIPTION = msdyn_termsdescription
FREIGHTCHARGETERMS ><
prepaid : 192350000
collect : 192350001
thirdParty : 192350002
nofreight : 192350003		 msdyn_freightchargeterms
DORETAILSALESORDERSGETTRANSPORTATIONCHARGESADDED ><
no : False
yes : True		 msdyn_doretailsogettransportationchargesadded
ISCASHONDELIVERY ><
no : False
yes : True		 msdyn_iscashondelivery
WILLSHIPMENTCONFIRMATIONTRANSFERCHARGES ><
no : False
yes : True		 msdyn_willshipmentconfirmationtransfercharges

Terms of payment (msdyn_paymentterms)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
DESCRIPTION = msdyn_description
NAME = msdyn_name
NUMBEROFMONTHS = msdyn_numberofmonth
CUTOFFDAYOFMONTH = msdyn_cutoffdayofmonth
ISCASHPAYMENT ><
no : False
yes : True		 msdyn_iscashpayment
NUMBEROFDAYS = msdyn_days
ISCERTIFIEDCOMPANYCHECK ><
yes : True
no : False		 msdyn_iscertifiedcompanycheck
ISDEFAULTPAYMENTTERM ><
no : False
yes : True		 msdyn_isdefaultpaymentterm
CREDITCARDPAYMENTTYPE ><
na : 806380998
creditCard : 806380999		 msdyn_creditcardpaymenttype
CREDITCARDCREDITCHECKTYPE ><
normal : 806380000
byPass : 806380001		 msdyn_creditcardcreditchecktype
PAYMENTDAYNAME = msdyn_paymentdayname.msdyn_name
PAYMENTMETHODTYPE ><
net : 806380991
currentMth : 806380992
currentQuart : 806380993
currentYear : 806380994
currentWeek : 806380995
cod : 806380996
cutOffDate : 806380997		 msdyn_paymentmethodtype
PAYMENTSCHEDULENAME = msdyn_paymentschedulename.msdyn_name

Tracking dimension groups (msdyn_producttrackingdimensiongroups)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
SERIALNUMBERCAPTURINGOPERATION ><
none : 806380000
picking : 806380001
packing : 806380002		 msdyn_serialnumbercapturingoperation
GROUPNAME = msdyn_groupname
GROUPDESCRIPTION = msdyn_groupdescription
ISSERIALNUMBERENABLEDFORPRODUCTIONCONSUMPTIONPROCESS ><
no : false
yes : true		 msdyn_issnenabledforpcprocess
ISSERIALNUMBERCONTROLENABLED ><
no : false
yes : true		 msdyn_isserialnumbercontrolenabled
ISSERIALNUMBERENABLEDFORSALESPROCESS ><
no : false
yes : true		 msdyn_isserialnumberenabledforsalesprocess
ISSERIALNUMBERACTIVE ><
no : false
yes : true		 msdyn_isserialnumberactive
ISSALESPRICEBYSERIALNUMBER ><
no : false
yes : true		 msdyn_issalespricebyserialnumber
ISSALESPRICEBYBATCHNUMBER ><
no : false
yes : true		 msdyn_issalespricebybatchnumber
ISPURCHASEPRICEBYSERIALNUMBER ><
no : false
yes : true		 msdyn_ispurchasepricebyserialnumber
ISPURCHASEPRICEBYBATCHNUMBER ><
no : false
yes : true		 msdyn_ispurchasepricebybatchnumber
ISPRIMARYSTOCKINGENABLEDFORSERIALNUMBER ><
no : false
yes : true		 msdyn_isprimarystockingenabledforsn
ISPRIMARYSTOCKINGENABLEDFORBATCHNUMBER ><
no : false
yes : true		 msdyn_isprimarystockingenabledforbn
ISPHYSICALINVENTORYENABLEDFORSERIALNUMBER ><
no : false
yes : true		 msdyn_isphysicalinventoryenabledforsn
ISPHYSICALINVENTORYENABLEDFORBATCHNUMBER ><
no : false
yes : true		 msdyn_isphysicalinventoryenabledforbn
ISFINANCIALINVENTORYENABLEDFORSERIALNUMBER ><
no : false
yes : true		 msdyn_isfinancialinventoryenabledforsn
ISFINANCIALINVENTORYENABLEDFORBATCHNUMBER ><
no : false
yes : true		 msdyn_isfinancialinventoryenabledforbn
ISCOVERAGEPLANENABLEDFORSERIALNUMBER ><
no : false
yes : true		 msdyn_iscoverageplanenabledforserialnumber
ISCOVERAGEPLANENABLEDFORBATCHNUMBER ><
no : false
yes : true		 msdyn_iscoverageplanenabledforbatchnumber
ISBLANKRECEIPTALLOWEDFORSERIALNUMBER ><
no : false
yes : true		 msdyn_isblankreceiptallowedforserialnumber
ISBLANKRECEIPTALLOWEDFORBATCHNUMBER ><
no : false
yes : true		 msdyn_isblankreceiptallowedforbatchnumber
ISBLANKISSUEALLOWEDFORSERIALNUMBER ><
no : false
yes : true		 msdyn_isblankissueallowedforserialnumber
ISBLANKISSUEALLOWEDFORBATCHNUMBER ><
no : false
yes : true		 msdyn_isblankissueallowedforbatchnumber
ISBATCHNUMBERACTIVE ><
no : false
yes : true		 msdyn_isbatchnumberactive
ISINVENTORYOWNERACTIVE ><
no : false
yes : true		 msdyn_isinventoryowneractive

Unit conversions (msdyn_unitofmeasureconversions)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
DENOMINATOR = msdyn_denominator
NUMERATOR = msdyn_numerator
FACTOR = msdyn_factor
INNEROFFSET = msdyn_inneroffset
OUTEROFFSET = msdyn_outeroffset
ROUNDING ><
nearest : 192350000
up : 192350001
down : 192350002		 msdyn_rounding
TOUNITSYMBOL = msdyn_tounit.msdyn_symbol
FROMUNITSYMBOL = msdyn_fromunit.msdyn_symbol

Units (uoms)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
UNITSYMBOL > msdyn_symbol
UNITCLASS > msdyn_externalunitclassname
DECIMALPRECISION > msdyn_decimalprecision
ISBASEUNIT >>
no : false
yes : true		 msdyn_isbaseunit
ISSYSTEMUNIT >>
no : false
yes : true		 msdyn_issystemunit
SYSTEMOFUNITS >>
none : 192350000
metric : 192350001
us : 192350002		 msdyn_systemofunits
UNITSYMBOL > name
UNITDESCRIPTION > msdyn_description

Vendor document attachments (annotations)

This template synchronizes data between finance and operations apps and Dataverse.

Source filter: ((DocumentAttachmentTypeCode == "Note") || (DocumentAttachmentTypeCode == "URL"))

Reversed source filter: (objecttypecode eq 'msdyn_vendor' and msdyn_relatedentityid2 ne null) or (objecttypecode eq 'account' and msdyn_relatedentityid2 ne null) or (objecttypecode eq 'contact' and msdyn_relatedentityid2 ne null)

Finance and operations field Map type Customer engagement column Default value
DOCUMENTID = msdyn_notesid
NOTES = notetext
ATTACHMENTDESCRIPTION = subject
VENDORACCOUNTNUMBER = msdyn_relatedentityid2
DOCUMENTATTACHMENTTYPECODE << none Note
none >> objecttypecode msdyn_vendor
ACCESSRESTRICTION ><
internal : 0
external : 1		 msdyn_restriction

Vendor groups (msdyn_vendorgroups)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
DEFAULTPAYMENTTERMNAME = msdyn_paymentterms.msdyn_name
DESCRIPTION = msdyn_description
VENDORGROUPID = msdyn_vendorgroup
CLEARINGPERIODPAYMENTTERMNAME = msdyn_clearingperiodpaymentpermname.msdyn_name

Vendor payment method (msdyn_vendorpaymentmethods)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
NAME = msdyn_name
DESCRIPTION = msdyn_description
SUMBYPERIOD ><
transDate : 806380001
invoice : 806380000
week : 806380002
total : 806380003		 msdyn_sumbyperiod
DISCOUNTGRACEPERIODDAYS = msdyn_discountgraceperioddays
PAYMENTSTATUS ><
none : 806380000
sent : 806380001
recieved : 806380002
approved : 806380003
rejected : 806380004		 msdyn_paymentstatus
ALLOWPAYMENTCOPIES ><
no : False
yes : True		 msdyn_allowpaymentcopies
PAYMENTTYPE ><
blank : 806380000
check : 806380001
electronicPayment : 806380002
promissoryNote : 806380003		 msdyn_paymenttype
LASTFILENUMBER = msdyn_lastfilenumber
LASTFILENUMBERTODAY = msdyn_lastfilenumbertoday
ACCOUNTTYPE ><
ledger : 806380000
bank : 806380005
cust : 806380001
fixedAssets : 806380004
vend : 806380002
project : 806380003		 msdyn_accounttype
BRIDGINGPOSTINGENABLED ><
no : False
yes : True		 msdyn_bridgingposting
ENABLEPOSTDATEDCHECKCLEARINGPOSTING ><
no : False
yes : True		 msdyn_postdatedcheckclearingposting
PROMISSORYNOTEDRAFTTYPE ><
noDraft : 806380000
noAcceptance : 806380001
acceptance : 806380002
promissory : 806380003
bankAcceptance : 806380004		 msdyn_promissorynotedrafttype
DIRECTDEBIT ><
no : False
yes : True		 msdyn_directdebit

Vendors V2 (msdyn_vendors)

This template synchronizes data between finance and operations apps and Dataverse.

Source filter: ((VendorPartyType == "Organization") || (VendorPartyType == "Person"))

Finance and operations field Map type Customer engagement column Default value
VENDORACCOUNTNUMBER = msdyn_vendoraccountnumber
VENDORGROUPID = msdyn_vendorgroupid.msdyn_vendorgroup
VENDORPARTYTYPE ><
person : True
organization : False		 msdyn_isperson
CREDITLIMIT = msdyn_vendorcreditlimit
ISFOREIGNENTITY ><
no : False
yes : True		 msdyn_isforeignentity
ISONETIMEVENDOR ><
no : False
yes : True		 msdyn_isonetimevendor
CREDITRATING = msdyn_creditrating
DUNSNUMBER = msdyn_dunsnumber
ETHNICORIGINID = msdyn_ethnicorigin
OURACCOUNTNUMBER = msdyn_ourvendoraccountnumber
PAYMENTID = msdyn_paymentid
PRIMARYURL = msdyn_primarycontacturl
DEFAULTPAYMENTDAYNAME = msdyn_defaultpaymentdayname.msdyn_name
DEFAULTPAYMENTSCHEDULENAME = msdyn_paymentschedule.msdyn_name
DEFAULTPAYMENTTERMSNAME = msdyn_paymentterms.msdyn_name
HASONLYTAKENBIDS ><
no : False
yes : True		 msdyn_hasonlytakenbids
ISMINORITYOWNED ><
no : False
yes : True		 msdyn_isminorityowned
ISVENDORLOCALLYOWNED ><
yes : True
no : False		 msdyn_isvendorlocallyowned
ISSERVICEVETERANOWNED ><
yes : True
no : False		 msdyn_isserviceveteranowned
ISOWNERDISABLED ><
no : False
yes : True		 msdyn_ownerisdisabled
ISWOMANOWNER ><
no : False
yes : True		 msdyn_womanowner
ORGANIZATIONEMPLOYEEAMOUNT = msdyn_numberofemployees
VENDORHOLDRELEASEDATE = msdyn_vendoronholdreleasedate
VENDORPARTYNUMBER = msdyn_partyid.msdyn_partynumber
ONHOLDSTATUS ><
no : 806380000
invoice : 806380001
all : 806380002
payment : 806380003
requisition : 806380004
never : 806380005		 msdyn_onholdstatus
CURRENCYCODE = msdyn_currencycode.isocurrencycode
ISVENDORLOCATEDINHUBZONE ><
no : False
yes : True		 msdyn_isvendorlocatedinhubzone
DEFAULTVENDORPAYMENTMETHODNAME = msdyn_vendorpaymentmethod.msdyn_name
INVOICEVENDORACCOUNTNUMBER = msdyn_invoicevendoraccountnumber.msdyn_vendoraccountnumber
AREPRICESINCLUDINGSALESTAX ><
no : False
yes : True		 msdyn_priceincludessalestax
SALESTAXGROUPCODE = msdyn_taxgroup.msdyn_name
PRIMARYCONTACTPERSONID = msdyn_primarycontact.msdyn_contactforpartynumber

Veteran status (cdm_veteranstatuses)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
VETERANSTATUSID = cdm_name
DESCRIPTION = cdm_description
ISPROTECTEDVETERAN ><
no : false
yes : true		 cdm_isprotectedveteran

Warehouse locations (msdyn_inventorylocations)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
BINID = msdyn_binid
CHECKDIGITS = msdyn_checkdigits
GENERATECHECKDIGITS ><
yes : True
no : False		 msdyn_generatecheckdigits
ISSORTORDERCODEMANUAL ><
yes : True
no : False		 msdyn_issortordercodemanual
ISWAREHOUSELOCATIONIDMANUAL ><
yes : True
no : False		 msdyn_iswarehouselocationidmanual
LASTCOUNTEDUTCDATETIME = msdyn_lastcountedutcdatetime
PHYSICALDEPTH = msdyn_physicaldepth
PHYSICALHEIGHT = msdyn_physicalheight
PHYSICALHEIGHTABOVEGROUND = msdyn_physicalheightaboveground
PHYSICALMAXIMUMSTORAGEVOLUME = msdyn_physicalmaximumstoragevolume
PHYSICALMAXIMUMSTORAGEWEIGHT = msdyn_physicalmaximumstorageweight
PHYSICALWIDTH = msdyn_physicalwidth
RACKID = msdyn_rackid
SHELFID = msdyn_shelfid
WAREHOUSEID = msdyn_warehouse.msdyn_warehouseidentifier
WAREHOUSELOCATIONID = msdyn_warehouselocationid
WAREHOUSELOCATIONPROFILEID = msdyn_warehouselocationprofileid
WAREHOUSELOCATIONTYPE ><
buffer : 192350000
pick : 192350001
inputPort : 192350002
outputPort : 192350003
inspectionLocation : 192350004
kanbanSupermarket : 192350005		 msdyn_warehouselocationtype
INPUTWAREHOUSELOCATIONBLOCKINGCAUSEID = msdyn_inputwarehouselocationblockingcauseid
OUTPUTWAREHOUSELOCATIONBLOCKINGCAUSEID = msdyn_outputwarehouselocationblockingcauseid
ISDEFAULTCREDITONLYRETURNWAREHOUSELOCATION ><
yes : True
no : False		 msdyn_isdefaultcreditonlyreturnwarehouseloc
ISDEFAULTISSUEWAREHOUSELOCATION ><
yes : True
no : False		 msdyn_isdefaultissuewarehouselocation
ISDEFAULTKANBANFINISHEDGOODSWAREHOUSELOCATION ><
yes : True
no : False		 msdyn_isdefaultkanbanfinishedgoodswarehouseloc
ISDEFAULTPRODUCTIONFINISHEDGOODSWAREHOUSELOCATION ><
yes : True
no : False		 msdyn_isdefaultproductionfinishedgoodswhsloc
ISDEFAULTPRODUCTIONINPUTWAREHOUSELOCATION ><
yes : True
no : False		 msdyn_isdefaultproductioninputwarehouseloc
ISDEFAULTRECEIPTWAREHOUSELOCATION ><
yes : True
no : False		 msdyn_isdefaultreceiptwarehouselocation
ISDEFAULTRETAILSTORERETURNWAREHOUSELOCATION ><
yes : True
no : False		 msdyn_isdefaultretailstorereturnwarehouseloc
ISDEFAULTRETAILSTOREWAREHOUSELOCATION ><
yes : True
no : False		 msdyn_isdefaultretailstorewarehouselocation
ISDEFAULTSHIPMENTMAINTENANCEWAREHOUSELOCATION ><
yes : True
no : False		 msdyn_isdefaultshipmentmaintenancewarehouseloc
AGINGDATE > msdyn_agingdate
LASTACTIVITYDATETIME > msdyn_lastactivitydatetime
LOCATIONSTATUS >>
undetermined : 192350000
empty : 192350001
picking : 192350002
storage : 192350003		 msdyn_locationstatus
ISITEMINLOCATIONMAINTAINED ><
yes : True
no : False		 msdyn_isiteminlocationmaintained
ISLOCATIONACTIVITYDATETIMEMAINTAINED ><
yes : True
no : False		 msdyn_islocationactivitydatetimemaintained
ISLOCATIONSTATUSMAINTAINED ><
yes : True
no : False		 msdyn_islocationstatusmaintained
ISDEFAULTQUALITYMAINTENANCEWAREHOUSELOCATION ><
yes : True
no : False		 msdyn_isdefaultqualitymaintenancewarehouseloc
WAREHOUSEAISLEID = msdyn_warehouseaisle.msdyn_aisleid
WAREHOUSEID > msdyn_warehouseaisle.msdyn_warehouse.msdyn_warehouseidentifier
WAREHOUSEZONEID = msdyn_warehousezone.msdyn_zoneid
FIRSTADDITIONALWAREHOUSEZONEID = msdyn_firstadditionalwarehousezone.msdyn_zoneid
SECONDADDITIONALWAREHOUSEZONEID = msdyn_secondadditionalwarehousezone.msdyn_zoneid
THIRDADDITIONALWAREHOUSEZONEID = msdyn_thirdadditionalwarehousezone.msdyn_zoneid
ITEMNUMBERINLOCATION = msdyn_itemnumberinlocation.msdyn_itemnumber

Warehouse work headers (msdyn_warehouseworkheaders)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
ACTUALPROCESSINGTIMESECONDS > msdyn_actualprocessingtimeseconds
ESTIMATEDPROCESSINGTIMESECONDS > msdyn_estimatedprocessingtimeseconds
ISWAREHOUSEWORKBLOCKED >>
yes : True
no : False		 msdyn_iswarehouseworkblocked
WAREHOUSEID > msdyn_warehouse.msdyn_warehouseidentifier
INVENTORYSITEID > msdyn_inventorysite.msdyn_siteid
ISWAREHOUSEWORKERMANUALLYASSIGNED >>
yes : True
no : False		 msdyn_iswarehouseworkermanuallyassigned
WAREHOUSEWORKCANCELLEDDATETIME > msdyn_warehouseworkcancelleddatetime
WAREHOUSEWORKCLOSEDDATETIME > msdyn_warehouseworkcloseddatetime
WAREHOUSEWORKID > msdyn_warehouseworkid
WAREHOUSEWORKPROCESSINGSTARTDATETIME > msdyn_warehouseworkprocessingstartdatetime
WAREHOUSEWORKPRIORITY > msdyn_warehouseworkpriority
WAREHOUSEWORKSTATUS >>
open : 192350000
inprocess : 192350001
skipped : 192350002
closed : 192350003
cancelled : 192350004
combined : 192350005		 msdyn_warehouseworkstatus
WAREHOUSEWORKORDERTYPE >>
qualityOrder : 192350021
none : 192350000
purch : 192350001
sales : 192350002
prodPick : 192350003
prodPut : 192350004
prodProcessPut : 192350005
transferIssue : 192350006
transferReceipt : 192350007
invent : 192350008
workCancel : 192350009
cycleCount : 192350010
replenishment : 192350011
returnOrder : 192350012
kanbanPut : 192350013
kanbanPick : 192350014
cycleCountAccepted : 192350015
packedContainerPicking : 192350016
sortedInventoryPicking : 192350017
crossDocking : 192350018
qualityInQualityCheck : 192350019
qualityItemSampling : 192350020		 msdyn_warehouseworkordertype
CONTAINERID > msdyn_containerid
WAREHOUSEWORKLOCKINGWAREHOUSEMOBILEDEVICEUSERID > msdyn_warehouseworklockingmobiledeviceuserid
TARGETLICENSEPLATENUMBER > msdyn_targetlicenseplatenumber
WAVEID > msdyn_waveid
WAREHOUSEWORKCANCELLINGUSERID > msdyn_warehouseworkcancellinguserid
WAREHOUSEWORKMANUALLYCOMPLETINGUSERID > msdyn_warehouseworkmanuallycompletinguserid
WAREHOUSEWORKPOOLID > msdyn_warehouseworkpoolid

Warehouse work lines (msdyn_warehouseworklines)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
ACTUALPROCESSINGTIMESECONDS > msdyn_actualprocessingtimeseconds
ESTIMATEDPROCESSINGTIMESECONDS > msdyn_estimatedprocessingtimeseconds
FEFOITEMBATCHNUMBER > msdyn_fefoitembatchnumber
REMAININGHANDLINGQUANTITY > msdyn_remaininghandlingquantity
HANDLINGQUANTITY > msdyn_handlingquantity
WORKLINENUMBER > msdyn_worklinenumber
ISWORKLINEMANDATORY >>
yes : True
no : False		 msdyn_isworklinemandatory
REMAININGWORKQUANTITY > msdyn_remainingworkquantity
WORKQUANTITY > msdyn_workquantity
ISREPLENISHMENTNEEDED >>
yes : True
no : False		 msdyn_isreplenishmentneeded
SORTORDERCODE > msdyn_sortordercode
WORKQUANTITYUNITSYMBOL > msdyn_workquantityunit.msdyn_symbol
WAREHOUSEWORKCLOSEDDATETIME > msdyn_warehouseworkcloseddatetime
WAREHOUSEWORKID > msdyn_warehousework.msdyn_warehouseworkid
WAREHOUSEWORKPROCESSINGSTARTDATETIME > msdyn_warehouseworkprocessingstartdatetime
WAREHOUSEWORKSTATUS >>
open : 192350000
inProcess : 192350001
pendingReview : 192350002
skipped : 192350003
closed : 192350004
cancelled : 192350005
combined : 192350006		 msdyn_warehouseworkstatus
ISWORKEXECUTIONSTOPPED >>
yes : True
no : False		 msdyn_isworkexecutionstopped
WAREHOUSEWORKTYPE >>
none : 192350000
pick : 192350001
put : 192350002
count : 192350003
adjustment : 192350004
custom : 192350005
quarantine : 192350006
licensePlateBuild : 192350007
print : 192350008
statusChange : 192350009
packToNestedLicensePlate : 192350010
qualityCheck : 192350011		 msdyn_warehouseworktype
EXTRAHANDLINGQUANTITY > msdyn_extrahandlingquantity
CAPTUREDWEIGHT > msdyn_capturedweight
WAREHOUSEID > msdyn_warehouse.msdyn_warehouseidentifier
INVENTORYSITEID > msdyn_inventorysite.msdyn_siteid
CONTAINERID > msdyn_containerid
PROCESSINGWAREHOUSEMOBILEDEVICEUSERID > msdyn_processingwarehousemobiledeviceuserid
ITEMBATCHNUMBER > msdyn_itembatchnumber
INVENTORYOWNERID > msdyn_inventoryownerid
ITEMSERIALNUMBER > msdyn_itemserialnumber
INVENTORYSTATUSID > msdyn_inventorystatusid
LICENSEPLATENUMBER > msdyn_licenseplatenumber
ITEMNUMBER > msdyn_item.msdyn_itemnumber
WAREHOUSEZONEID > msdyn_warehousezone.msdyn_zoneid
WAREHOUSELOCATIONID > msdyn_warehouselocation.msdyn_warehouselocationid
WAREHOUSEID > msdyn_warehouselocation.msdyn_warehouse.msdyn_warehouseidentifier
PRODUCTCONFIGURATIONID > msdyn_productconfiguration.msdyn_productconfiguration
PRODUCTCOLORID > msdyn_productcolor.msdyn_productcolorname
PRODUCTSIZEID > msdyn_productsize.msdyn_productsize
PRODUCTSTYLEID > msdyn_productstyle.msdyn_productstyle

Warehouse zone groups (msdyn_warehousezonegroups)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
GROUPID = msdyn_groupid
GROUPNAME = msdyn_groupname

Warehouse zones (msdyn_warehousezones)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
WAREHOUSEZONEGROUPID = msdyn_warehousezonegroup.msdyn_groupid
ZONEID = msdyn_zoneid
ZONENAME = msdyn_zonename

Warehouses (msdyn_warehouses)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
DEFAULTCONTAINERTYPEID = msdyn_defaultcontainertypeid
AREITEMSCOVERAGEPLANNEDMANUALLY ><
no : false
yes : true		 msdyn_areitemscoverageplannedmanually
ARELABORSTANDARDSALLOWED ><
no : false
yes : true		 msdyn_arelaborstandardsallowed
PRIMARYADDRESSBUILDINGCOMPLIMENT = msdyn_primaryaddressbuildingcompliment
PRIMARYADDRESSPOSTBOX = msdyn_primaryaddresspostbox
PRIMARYADDRESSSTREETNUMBER = msdyn_primaryaddressstreetnumber
AREWAREHOUSELOCATIONCHECKDIGITSUNIQUE ><
yes : true
no : false		 msdyn_arewarehouselocationcheckdigitsunique
INVENTORYCOUNTINGREASONCODEPOLICYNAME = msdyn_inventorycountingreasoncodepolicyname
AUTOUPDATESHIPMENTRULE ><
always : false
onQuantityDecrease : true		 msdyn_autoupdateshipmentrule
WAREHOUSERELEASERESERVATIONREQUIREMENTRULE ><
notapplicable : 192350000
allowpartialreservation : 192350001
requirefullreservation : 192350002		 msdyn_warehousereleasereservationrequirement
EXTERNALLYLOCATEDWAREHOUSEVENDORACCOUNTNUMBER = msdyn_externallylocatedwarehousevendoraccountnu
INVENTORYSTATUSCHANGERESERVATIONREMOVALLEVEL ><
none : 192350000
reservation : 192350001
markingreservation : 192350002		 msdyn_inventorystatuschangereservationremoval
WAREHOUSEWORKPROCESSINGPOLICYNAME = msdyn_warehouseworkprocessingpolicyname
ISFALLBACKWAREHOUSE ><
yes : true
no : false		 msdyn_isfallbackwarehouse
ISFINANCIALNEGATIVERETAILSTOREINVENTORYALLOWED ><
yes : true
no : false		 msdyn_financialnegativestoreinventoryallowed
ISPALLETMOVEMENTDURINGCYCLECOUNTINGALLOWED ><
yes : true
no : false		 msdyn_palletmovementduringcyclecountingallowed
ISPHYSICALNEGATIVERETAILSTOREINVENTORYALLOWED ><
yes : true
no : false		 msdyn_physicalnegativestoreinventoryallowed
ISREFILLEDFROMMAINWAREHOUSE ><
yes : true
no : false		 msdyn_isrefilledfrommainwarehouse
ISRETAILSTOREWAREHOUSE ><
yes : true
no : false		 msdyn_isretailstorewarehouse
MAINREFILLINGWAREHOUSEID = msdyn_mainrefillingwarehouse.msdyn_warehouseidentifier
MASTERPLANNINGWORKCALENDARDID = msdyn_masterplanningworkcalendarid
MAXIMUMBATCHPICKINGLISTQUANTITY = msdyn_maximumbatchpickinglistquantity
MAXIMUMPICKINGLISTLINEQUANTITY = msdyn_maximumpickinglistlinequantity
OPERATIONALSITEID = msdyn_operationalsite.msdyn_siteid
QUARANTINEWAREHOUSEID = msdyn_quarantinewarehouse.msdyn_warehouseidentifier
RETAILSTOREQUANTITYALLOCATIONREPLENISMENTRULEWEIGHT = msdyn_storeqtyallocationreplenishmentweight
SHOULDWAREHOUSELOCATIONIDINCLUDEAISLEID ><
no : false
yes : true		 msdyn_shouldwarehouselocationincludeaisleid
TRANSITWAREHOUSEID = msdyn_transitwarehouse.msdyn_warehouseidentifier
WAREHOUSEID = msdyn_warehouseidentifier
WAREHOUSEID > msdyn_name
WAREHOUSELOCATIONIDBINIDFORMAT = msdyn_warehouselocationidbinidformat
WAREHOUSELOCATIONIDRACKIDFORMAT = msdyn_warehouselocationidrackidformat
WAREHOUSELOCATIONIDSHELFIDFORMAT = msdyn_warehouselocationidshelfidformat
WAREHOUSENAME = msdyn_description
WAREHOUSESPECIFICDEFAULTINVENTORYSTATUSID = msdyn_warehousespecificdefaultinventorystatusid
WAREHOUSETYPE ><
goodsinroute_ru : 192350000
transit : 192350001
quarantine : 192350002
standard : 192350003
itmgit : 192350004
itmunder : 192350005		 msdyn_warehousetype
ISPRIMARYADDRESSASSIGNED ><
yes : true
no : false		 msdyn_isprimaryaddressassigned
PRIMARYADDRESSCITY = msdyn_primaryaddresscity
PRIMARYADDRESSCOUNTRYREGIONID = msdyn_primaryaddresscountryregionid
PRIMARYADDRESSCOUNTYID = msdyn_primaryaddresscountyid
PRIMARYADDRESSDISTRICTNAME = msdyn_primaryaddressdistrictname
PRIMARYADDRESSLATITUDE = msdyn_primaryaddresslatitude
PRIMARYADDRESSLONGITUDE = msdyn_primaryaddresslongitude
PRIMARYADDRESSLOCATIONROLES = msdyn_primaryaddresslocationroles
PRIMARYADDRESSLOCATIONSALESTAXGROUPCODE = msdyn_primaryaddresslocationsalestaxgroupcode
PRIMARYADDRESSSTATEID = msdyn_primaryaddressstateid
PRIMARYADDRESSSTREET = msdyn_primaryaddressstreet
PRIMARYADDRESSZIPCODE = msdyn_primaryaddresszipcode
EXTERNALLYLOCATEDWAREHOUSECUSTOMERACCOUNTNUMBER = msdyn_externallylocatedwarehousecustomeraccount
PRIMARYADDRESSCITYINKANA = msdyn_primaryaddresscityinkana
PRIMARYADDRESSSTREETINKANA = msdyn_primaryaddressstreetinkana
PRIMARYADDRESSDESCRIPTION = msdyn_primaryaddressdescription
AREADVANCEDWAREHOUSEMANAGEMENTPROCESSESENABLED ><
yes : true
no : false		 msdyn_useadvancedwarehousemanagementprocesses
AREPICKINGLISTSDELIVERYMODESPECIFIC ><
yes : true
no : false		 msdyn_arepickinglistsdeliverymodespecific
AREPICKINGLISTSSHIPMENTSPECIFICONLY ><
yes : true
no : false		 msdyn_arepickinglistshipmentspecificonly
FORMATTEDPRIMARYADDRESS = msdyn_formattedprimaryaddress
ISBILLOFLADINGPRINTINGBEFORESHIPMENTCONFIRMATIONENABLED ><
yes : true
no : false		 msdyn_printbillofladingbeforeshipconfirmation
RAWMATERIALPICKINGINVENTORYISSUESTATUS ><
pick : false
reserve : true		 msdyn_rawmaterialpickinginventoryissuestatus
WILLAUTOMATICLOADRELEASERESERVEINVENTORY ><
yes : true
no : false		 msdyn_willautomaticloadreleaseinventory
WILLINVENTORYSTATUSCHANGEREMOVEBLOCKING ><
yes : true
no : false		 msdyn_willinventorystatuschangeremoveblocking
WILLMANUALLOADRELEASERESERVEINVENTORY ><
yes : true
no : false		 msdyn_willmanualloadreleasereserveinventory
WILLORDERRELEASINGCONSOLIDATESHIPMENTS ><
yes : true
no : false		 msdyn_willorderreleasingconsolidateshipments
WILLPRODUCTIONBOMSRESERVEWAREHOUSELEVELONLY ><
yes : true
no : false		 msdyn_productionbomsreservewarehouselevel
WILLSHIPPINGCANCELLATIONDECREMENTLOADQUANITY ><
yes : true
no : false		 msdyn_shippingcanceldecrementloadquantity
WILLWAREHOUSELOCATIONIDINCLUDEBINIDBYDEFAULT ><
yes : true
no : false		 msdyn_warehouselocationidincludeblindid
WILLWAREHOUSELOCATIONIDINCLUDERACKIDBYDEFAULT ><
yes : true
no : false		 msdyn_warehouselocationincluderackidbydefault
WILLWAREHOUSELOCATIONIDINCLUDESHELFIDBYDEFAULT ><
yes : true
no : false		 msdyn_warehouselocationidincludeshelfid

Withholding tax codes (msdyn_withholdingtaxcodes)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
WITHHOLDINGCODE = msdyn_name
WITHHOLDINGTAXNAME = msdyn_description
WITHHOLDINGTAXROUNDOFF = msdyn_roundoff
WITHHOLDINGTAXROUNDOFFTYPE ><
ordinary : 192350000
roundDown : 192350001
roundUp : 192350002		 msdyn_roundofftype
CURRENCYCODEID = msdyn_currency.isocurrencycode
WITHHOLDINGTAXBASE ><
pctPerNet : 192350000
pctPerGross : 192350001		 msdyn_taxableamountorigin

Withholding tax groups (msdyn_withholdingtaxgroups)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
WITHHOLDINGTAXGROUPCODE = msdyn_name
DESCRIPTION = msdyn_description

Worker (cdm_workers)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
PERSONNELNUMBER = cdm_workernumber
FIRSTNAME = cdm_firstname
MIDDLENAME = cdm_middlename
LASTNAME = cdm_lastname
WORKERTYPE >>
employee : 754400000
contractor : 754400001
both : 754400000		 cdm_type
WORKERSTATUS >>
employed : 754400000
pending : 754400001
terminated : 754400001		 cdm_status
PRIMARYCONTACTEMAIL = cdm_primaryemailaddress
PRIMARYCONTACTPHONE = cdm_primarytelephone
PRIMARYCONTACTFACEBOOK = cdm_facebookidentity
PRIMARYCONTACTTWITTER = cdm_twitteridentity
PRIMARYCONTACTLINKEDIN = cdm_linkedinidentity
PRIMARYCONTACTURL = cdm_websiteurl
GENDER ><
male : 754400000
female : 754400001
nonSpecific : 754400003
none : 754400002		 cdm_gender
BIRTHDATE = cdm_birthdate
NAME > cdm_fullname

CDS location roles (msdyn_addressroles)

This template synchronizes data between finance and operations apps and Dataverse.

Finance and operations field Map type Customer engagement column Default value
ISCONTACTINFORMATION ><
yes : true
no : false		 msdyn_iselectronicaddressrole
ISPOSTALADDRESS ><
yes : true
no : false		 msdyn_ispostaladdressrole
PURPOSE = msdyn_name

Transfer order headers

Finance and operations field Map type Customer engagement column Default value
SHIPPINGADDRESSNAME > msdyn_shippingaddressname
FORMATTEDSHIPPINGADDRESS > msdyn_formattedshippingaddress
SHIPPINGADDRESSCITY > msdyn_shippingaddresscity
SHIPPINGADDRESSCOUNTRYREGIONID > msdyn_shippingaddresscountryregionid
SHIPPINGADDRESSCOUNTYID > msdyn_shippingaddresscountyid
SHIPPINGADDRESSDESCRIPTION > msdyn_shippingaddressdescription
SHIPPINGADDRESSDISTRICTNAME > msdyn_shippingaddressdistrictname
SHIPPINGADDRESSDUNSNUMBER > msdyn_shippingaddressdunsnumber
SHIPPINGADDRESSLATITUDE > msdyn_shippingaddresslatitude
SHIPPINGADDRESSLOCATIONID > msdyn_shippingaddresslocationid
SHIPPINGADDRESSLONGITUDE > msdyn_shippingaddresslongitude
SHIPPINGADDRESSPOSTBOX > msdyn_shippingaddresspostbox
SHIPPINGADDRESSSTATEID > msdyn_shippingaddressstateorprovince
SHIPPINGADDRESSSTREET > msdyn_shippingaddress1
SHIPPINGADDRESSSTREETNUMBER > msdyn_shippingaddress2
SHIPPINGADDRESSTIMEZONE > msdyn_shippingaddresstimezone
SHIPPINGADDRESSZIPCODE > msdyn_shippingaddresspostalcode
SHIPPINGCONTACTPERSONNELNUMBER > msdyn_shippingcontactpersonnelnumber
DELIVERYMODECODE = msdyn_shipvia
DELIVERYTERMSCODE = msdyn_deliveryterm
SHIPPINGWAREHOUSEID = msdyn_fromwarehouse.msdyn_warehouseidentifier
RECEIVINGWAREHOUSEID = msdyn_towarehouse.msdyn_warehouseidentifier
TRANSITWAREHOUSEID > msdyn_transitwarehouse.msdyn_warehouseidentifier
REQUESTEDRECEIPTDATE = msdyn_receivedate
REQUESTEDSHIPPINGDATE = msdyn_shipdate
RECEIVINGADDRESSNAME > msdyn_receivingaddressname
TRANSFERORDERNUMBER = msdyn_name
TRANSFERORDERSTATUS >> msdyn_transferstatus
RECEIVINGCONTACTPERSONNELNUMBER > msdyn_receivingcontactpersonnelnumber
FORMATTEDRECEIVINGADDRESS > msdyn_formattedreceivingaddress
RECEIVINGADDRESSCITY > msdyn_receivingaddresscity
RECEIVINGADDRESSCOUNTRYREGIONID > msdyn_receivingaddresscountryregionid
RECEIVINGADDRESSCOUNTYID > msdyn_receivingaddresscountyid
RECEIVINGADDRESSDESCRIPTION > msdyn_receivingaddressdescription
RECEIVINGADDRESSDISTRICTNAME > msdyn_receivingaddressdistrictname
RECEIVINGADDRESSDUNSNUMBER > msdyn_receivingaddressdunsnumber
RECEIVINGADDRESSLATITUDE > msdyn_receivingaddresslatitude
RECEIVINGADDRESSLOCATIONID > msdyn_receivingaddresslocationid
RECEIVINGADDRESSLONGITUDE > msdyn_receivingaddresslongitude
RECEIVINGADDRESSPOSTBOX > msdyn_receivingaddresspostbox
RECEIVINGADDRESSSTATEID > msdyn_receivingaddressstateorprovince
RECEIVINGADDRESSSTREET > msdyn_receivingaddresss1
RECEIVINGADDRESSSTREETNUMBER > msdyn_receivingaddresss2
RECEIVINGADDRESSTIMEZONE > msdyn_receivingaddresstimezone
RECEIVINGADDRESSZIPCODE > msdyn_receivingaddresspostalcode

Transfer order products

Finance and operations field Map type Customer engagement column Default value
ITEMNUMBER = msdyn_product.msdyn_productnumber
LINENUMBER = msdyn_lineorder
ALLOWEDOVERDELIVERYPERCENTAGE = msdyn_allowedoverdeliverypercentage
RECEIVEDCATCHWEIGHTQUANTITY > msdyn_catchweightquantityreceived
SCRAPPEDCATCHWEIGHTQUANTITY > msdyn_catchweightquantityscrapped
SHIPPEDCATCHWEIGHTQUANTITY > msdyn_catchweightquantityshipped
TRANSFERCATCHWEIGHTQUANTITY = msdyn_catchweightquantity
RECEIVEDQUANTITY > msdyn_quantityreceived
SCRAPPEDQUANTITY > msdyn_quantityscrapped
SHIPPEDQUANTITY > msdyn_quantityshipped
TRANSFERQUANTITY > msdyn_quantity
REQUESTEDRECEIPTDATE = msdyn_receivedate
LINESTATUS >> msdyn_linestatus
REQUESTEDSHIPPINGDATE = msdyn_shipdate
TRANSFERORDERNUMBER = msdyn_transferorder.msdyn_name
ALLOWEDUNDERDELIVERYPERCENTAGE = msdyn_allowedunderdeliverypercentage
INVENTORYUNITSYMBOL > msdyn_unit
SHIPPINGWAREHOUSEID = msdyn_shippingwarehouse
SHIPPINGSITEID = msdyn_shippingsite
SHIPPINGWAREHOUSELOCATIONID = msdyn_shippinglocation