Примечание
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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 | |
= | 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 | |
= | 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 | |
= | 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 | |
= | 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 | |
= | 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 | |
= | 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 |