Dual-write mapping reference

Mapping tables

Mapping types

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

Filters

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

Default values

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

Templates

Finance and operations app | Customer engagement app | Description

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

All products (msdyn_globalproducts)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- PRODUCTNAME | > | msdyn_productname | PRODUCTNUMBER | > | msdyn_productnumber |

Asset management asset lifecycle models (msdyn_assetlifecyclemodels)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- ACTIVELIFECYCLESTATEID | = | msdyn_activelifecyclestate.msdyn_assetlifecyclestate_id | INBOUNDLIFECYCLESTATEID | = | msdyn_inboundlifecyclestate.msdyn_assetlifecyclestate_id | INSTORAGELIFECYCLESTATEID | = | msdyn_instoragelifecyclestate.msdyn_assetlifecyclestate_id | LIFECYCLEMODELID | = | msdyn_assetlifecyclemodel_id | NAME | = | msdyn_name | ONLOANLIFECYCLESTATEID | = | msdyn_onloanlifecyclestate.msdyn_assetlifecyclestate_id | OUTBOUNDLIFECYCLESTATEID | = | msdyn_outboundlifecyclestate.msdyn_assetlifecyclestate_id | RECEIVEDLIFECYCLESTATEID | = | msdyn_receivedlifecyclestate.msdyn_assetlifecyclestate_id |

Asset management asset lifecycle states (msdyn_assetlifecyclestates)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- DELETEOPENCALENDARLINES | ><
yes : True
no : False | msdyn_deleteopencalendarlines | LIFECYCLESTATEID | = | msdyn_assetlifecyclestate_id | LINE | = | msdyn_line | MAINTENANCEASSETACTIVE | ><
yes : True
no : False | msdyn_maintenanceassetactive | NAME | = | msdyn_name |

Asset management asset types (msdyn_customerassetcategories)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- LIFECYCLEMODELID | = | msdyn_lifecyclemodel.msdyn_assetlifecyclemodel_id | MAINTENANCEASSETTYPEID | = | msdyn_maintenanceassettypeid | NAME | = | msdyn_name | CALCULATEKPITOTAL | ><
no : False
yes : True | msdyn_calculatekpitotal |

Asset management assets (msdyn_customerassets)

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

Finance and operations field | Map type | Customer engagement column | Default value

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

Asset management functional location lifecycle models (msdyn_functionallocationlifecyclemodels)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- LIFECYCLEMODELID | = | msdyn_functionallocationlifecyclemodel_id | NAME | = | msdyn_name |

Asset management functional location lifecycle states (msdyn_functionallocationlifecyclestates)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- ALLOWDELETELOCATION | ><
yes : True
no : False | msdyn_allowdeletelocation | ALLOWNEWSUBLOCATIONS | ><
yes : True
no : False | msdyn_allownewsublocations | ALLOWRENAMELOCATION | ><
yes : True
no : False | msdyn_allowrenamelocation | FUNCTIONALLOCATIONACTIVE | ><
yes : True
no : False | msdyn_functionallocationactive | LIFECYCLESTATEID | = | msdyn_functionallocationlifecyclestate_id | NAME | = | msdyn_name | ALLOWINSTALLMAINTENANCEASSETS | ><
yes : True
no : False | msdyn_allowinstallmaintenanceassets | CREATELOCATIONMAINTENANCEASSET | ><
yes : True
no : False | msdyn_createlocationmaintenanceasset | MAINTENANCEASSETLIFECYCLESTATEID | = | msdyn_assetlifecyclestate.msdyn_assetlifecyclestate_id |

Asset management functional location types (msdyn_functionallocationtypes)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- ALLOWMULTIPLEINSTALLEDASSETS | ><
yes : True
no : False | msdyn_allowmultipleinstalledassets | FUNCTIONALLOCATIONTYPEID | = | msdyn_functionallocationtype_id | NAME | = | msdyn_name | UPDATEASSETDIMENSION | ><
yes : True
no : False | msdyn_updateassetdimension | LIFECYCLEMODELID | = | msdyn_lifecyclemodelid.msdyn_functionallocationlifecyclemodel_id | MAINTENANCEASSETTYPEID | = | msdyn_maintenanceassettype.msdyn_maintenanceassettypeid |

Asset management functional locations (msdyn_functionallocations)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- FUNCTIONALLOCATIONID | = | msdyn_functionallocation_id | INVENTORYLOCATIONID | = | msdyn_inventorylocationid | INVENTORYSITEID | = | msdyn_inventorysiteid | NAME | = | msdyn_name | NOTES | = | msdyn_notes | PARENTFUNCTIONALLOCATIONID | = | msdyn_parentfunctionallocation.msdyn_functionallocation_id | FUNCTIONALLOCATIONLIFECYCLESTATEID | = | msdyn_functionallocationlifecyclestate.msdyn_functionallocationlifecyclestate_id | FUNCTIONALLOCATIONTYPEID | = | msdyn_functionallocationtype.msdyn_functionallocationtype_id |

Asset management manufacturers (msdyn_manufacturers)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- DESCRIPTION | = | msdyn_description | PRODUCTID | = | msdyn_manufacturer_id |

Asset management models (msdyn_models)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- DESCRIPTION | = | msdyn_description | MODELID | = | msdyn_model_id | PRODUCTID | = | msdyn_manufacturer.msdyn_manufacturer_id | MAINTENANCEASSETTYPEID | = | msdyn_maintenanceassettype.msdyn_maintenanceassettypeid |

Asset management warranty (msdyn_warranties)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- NAME | = | msdyn_name | WARRANTYID | = | msdyn_warranty_id |

CDS Contacts V2 (contacts)

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

Source filter: (AssociatedContactType = 1)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- CONTACTPERSONPARTYNUMBER | = | msdyn_partyid.msdyn_partynumber | ASSOCIATEDCONTACTTYPE | << | none | Vendor ASSOCIATEDCONTACTNUMBER | = | msdyn_vendorcontactid.msdyn_vendoraccountnumber | EMPLOYMENTDEPARTMENT | = | department | NOTES | = | description | GOVERNMENTIDENTIFICATIONNUMBER | = | governmentid | ISRECEIVINGDIRECTMAIL | ><
no : False
yes : True | donotemail | SPOUSENAME | = | spousesname | none | >> | msdyn_contactforvendor | True CONTACTPERSONID | = | msdyn_contactpersonid |

CDS Exchange Rates (msdyn_currencyexchangerates)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- EXCHANGERATETYPENAME | > | msdyn_currencyexchangeratepair.msdyn_currencyexchangeratetypeid.msdyn_name | FROMCURRENCYCODE | > | msdyn_currencyexchangeratepair.msdyn_fromtransactioncurrencyid.isocurrencycode | TOCURRENCYCODE | > | msdyn_currencyexchangeratepair.msdyn_totransactioncurrencyid.isocurrencycode | RATE | > | msdyn_exchangerate | VALIDFROM | > | msdyn_validfrom | VALIDTO | > | msdyn_validto |

CDS Parties (msdyn_parties)

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

Finance and operations field | Map type | Customer engagement column | Default value

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

CDS Party postal address locations (msdyn_partypostaladdresses)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- ISPRIMARY | ><
no : False
yes : True | msdyn_isprimary | LOCATIONID | = | msdyn_postaladdresscollectionid.msdyn_location | PARTYNUMBER | = | msdyn_partyid.msdyn_partynumber | PURPOSE | = | msdyn_postaladdresspurposenames | ISLOCATIONOWNER | >>
no : False
yes : True | msdyn_islocationowner |

CDS inventory on-hand entries (msdyn_inventoryonhandentries)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- REQUESTID | = | msdyn_request.msdyn_requestid | INVENTORYSITEID | = | msdyn_inventorysite.msdyn_siteid | INVENTORYWAREHOUSEID | = | msdyn_inventorywarehouse.msdyn_warehouseidentifier | AVAILABLEONHANDQUANTITY | > | msdyn_availableonhandquantity | AVAILABLEORDEREDQUANTITY | > | msdyn_availableorderedquantity | ONHANDQUANTITY | > | msdyn_onhandquantity | ONORDERQUANTITY | > | msdyn_onorderquantity | ORDEREDQUANTITY | > | msdyn_orderedquantity | RESERVEDONHANDQUANTITY | > | msdyn_reservedonhandquantity | RESERVEDORDEREDQUANTITY | > | msdyn_reservedorderedquantity | TOTALAVAILABLEQUANTITY | > | msdyn_totalavailablequantity | ATPDATE | = | msdyn_atpdate | ATPQUANTITY | > | msdyn_atpquantity | PROJECTEDISSUEQUANTITY | > | msdyn_projectedissuequantity | PROJECTEDONHANDQUANTITY | > | msdyn_projectedonhandquantity | PROJECTEDRECEIPTQUANTITY | > | msdyn_projectedreceiptquantity | ORDERQUANTITY | > | msdyn_orderquantity | UNAVAILABLEONHANDQUANTITY | > | msdyn_unavailableonhandquantity |

CDS inventory on-hand requests (msdyn_inventoryonhandrequests)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- REQUESTID | = | msdyn_requestid | PRODUCTNUMBER | < | msdyn_product.msdyn_productnumber | ISATPCALCULATION | <<
no : False
yes : True | msdyn_isatpcalculation | ORDERQUANTITY | < | msdyn_orderquantity | INVENTORYSITEID | < | msdyn_inventorysite.msdyn_siteid | INVENTORYWAREHOUSEID | < | msdyn_inventorywarehouse.msdyn_warehouseidentifier | REFERENCENUMBER | < | msdyn_referencenumber | LINECREATIONSEQUENCENUMBER | < | msdyn_linecreationsequencenumber |

CDS postal address history V2 (msdyn_postaladdresses)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- LOCATIONID | = | msdyn_postaladdresscollectionid.msdyn_location | VALIDFROM | = | msdyn_validfrom | VALIDTO | = | msdyn_validto | DESCRIPTION | = | msdyn_name | STREET | = | msdyn_street | STREETNUMBER | = | msdyn_streetnumber | CITY | = | msdyn_city | STATE | = | msdyn_state | COUNTRYREGIONID | = | msdyn_countryregionid | ZIPCODE | = | msdyn_zipcode | COUNTY | = | msdyn_county | DISTRICTNAME | = | msdyn_district | BUILDINGCOMPLIMENT | = | msdyn_buildingcompliment | POSTBOX | = | msdyn_postbox |

CDS postal address locations (msdyn_postaladdresscollections)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- DESCRIPTION | = | msdyn_description | LOCATIONID | = | msdyn_location |

CDS purchase order line entity (msdyn_purchaseorderproducts)

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

Finance and operations field | Map type | Customer engagement column | Default value

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

CDS purchase order line soft deleted entity (msdyn_purchaseorderproducts)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- LINENUMBER | > | msdyn_lineorder | PURCHASEORDERNUMBER | > | msdyn_purchaseorder.msdyn_name | ISDELETED | >>
yes : true
no : false | msdyn_issoftdeletedinscm |

CDS released distinct products (products)

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

Finance and operations field | Map type | Customer engagement column | Default value

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

CDS sales order headers (salesorders)

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

Reversed source filter: msdyn_ordertype eq 192350000

Finance and operations field | Map type | Customer engagement column | Default value

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

CDS sales order lines (salesorderdetails)

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

Finance and operations field | Map type | Customer engagement column | Default value

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

CDS sales quotation header (quotes)

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

Reversed source filter: msdyn_ordertype eq 192350000 and statecode eq 0

Finance and operations field | Map type | Customer engagement column | Default value

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

CDS sales quotation lines (quotedetails)

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

Finance and operations field | Map type | Customer engagement column | Default value

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

Chart of accounts (msdyn_chartofaccountses)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- DESCRIPTION | = | msdyn_description | MAINACCOUNTMASK | = | msdyn_mainaccountmask | CHARTOFACCOUNTS | = | msdyn_name |

Colors (msdyn_productcolors)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- COLORID | > | msdyn_productcolorname |

Compensation job function (cdm_jobfunctions)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- JOBFUNCTIONID | = | cdm_name | DESCRIPTION | = | cdm_description |

Compensation job type (cdm_jobtypes)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- JOBTYPEID | = | cdm_name | DESCRIPTION | = | cdm_description | EXEMPTSTATUS | ><
exempt : 754400000
nonexempt : 754400001
doesnotapply : 754400002 | cdm_exemptstatus |

Complimentary closings (msdyn_complimentaryclosings)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- CLOSINGPHRASE | = | msdyn_closingphrase |

Configurations (msdyn_productconfigurations)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- CONFIGURATIONID | > | msdyn_productconfiguration |

Contact person titles (msdyn_salescontactpersontitles)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- JOBTITLE | = | msdyn_jobtitle | JOBTITLEALIAS | = | msdyn_jobtitlealias |

Contacts V2 (msdyn_contactforparties)

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

Finance and operations field | Map type | Customer engagement column | Default value

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

Currencies (transactioncurrencies)

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

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- CURRENCYCODE | = | isocurrencycode | NAME | = | currencyname | SYMBOL | = | currencysymbol | none | >> | exchangerate | 1.0000000000

Customer Attachments (annotations)

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

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

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- DOCUMENTID | = | msdyn_notesid | NAME | = | subject | none | >> | objecttypecode | account CUSTOMERACCOUNTNUMBER | = | msdyn_relatedentityid | TYPEID | << | none | Note NOTES | = | notetext | RESTRICTION | ><
internal : 0
external : 1 | msdyn_restriction |

Customer groups (msdyn_customergroups)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- CUSTOMERGROUPID | = | msdyn_groupid | DESCRIPTION | = | msdyn_description | ISSALESTAXINCLUDEDINPRICE | ><
no : False
yes : True | msdyn_issalestaxincludedinprice | PAYMENTTERMID | = | msdyn_paymenttermid.msdyn_name | CLEARINGPERIODPAYMENTTERMNAME | = | msdyn_clearingperiodpaymenttermname.msdyn_name |

Customer hierarchies (msdyn_customerhierarchies)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- CUSTOMERHIERARCHYID | = | msdyn_customerhierarchynumber | NAME | = | msdyn_name | ORGANIZATIONPARTYNUMBER | = | msdyn_organizationpartynumber.msdyn_partynumber | PURPOSE | ><
B2BOrganization : 192350000 | msdyn_purpose |

Customer hierarchy nodes (msdyn_customerhierarchynodes)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- CUSTOMERHIERARCHYID | = | msdyn_customerhierarchynumber.msdyn_customerhierarchynumber | NODEPARTYNUMBER | = | msdyn_nodepartynumber.msdyn_partynumber | NODETYPE | ><
Customer : 192350000 | msdyn_nodetype | ROLE | ><
Admin : 192350000
User : 192350001 | msdyn_role |

Customer payment method (msdyn_customerpaymentmethods)

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

Finance and operations field | Map type | Customer engagement column | Default value

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

Customers V3 (accounts)

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

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

Reversed source filter: customertypecode eq 3

Finance and operations field | Map type | Customer engagement column | Default value

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

Customers V3 (contacts)

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

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

Reversed source filter: msdyn_sellable eq true and msdyn_contactpersonid ne null

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- none | >> | msdyn_sellable | True PARTYTYPE | << | none | Person PARTYNUMBER | = | msdyn_partyid.msdyn_partynumber | CUSTOMERACCOUNT | = | msdyn_contactpersonid | CUSTOMERGROUPID | = | msdyn_customergroupid.msdyn_groupid | IDENTIFICATIONNUMBER | = | msdyn_identificationnumber | PARTYCOUNTRY | = | msdyn_partycountry | PARTYSTATE | = | msdyn_partystateprovince | SALESCURRENCYCODE | = | transactioncurrencyid.isocurrencycode | SALESMEMO | = | description | PAYMENTDAY | = | msdyn_paymentday.msdyn_name | PAYMENTSCHEDULE | = | msdyn_paymentschedule.msdyn_name | PAYMENTMETHOD | = | msdyn_customerpaymentmethod.msdyn_name | SALESTAXGROUP | = | msdyn_salestaxgroup.msdyn_name | PAYMENTTERMS | = | msdyn_paymentterms.msdyn_name | CONTACTPERSONID | = | msdyn_primarycontact.msdyn_contactforpartynumber |

Decision making roles (msdyn_decisionmakingroles)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- ROLEDESCRIPTION | = | msdyn_roledescription | ROLENAME | = | msdyn_rolename |

Default order settings (msdyn_productdefaultordersettings)

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

Finance and operations field | Map type | Customer engagement column | Default value

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

DV released distinct products (products)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- PRODUCTNUMBER | > | msdyn_productnumber | PRODUCTNAME | > | name | PRODUCTDESCRIPTION | > | description | ITEMNUMBER | > | msdyn_itemnumber | PRODUCTTYPE | >>
item : 1
service : 3 | producttypecode | PRODUCTCOLORID | > | msdyn_productcolor.msdyn_productcolorname | PRODUCTCONFIGURATIONID | > | msdyn_productconfiguration.msdyn_productconfiguration | PRODUCTSIZEID | > | msdyn_productsize.msdyn_productsize | PRODUCTSTYLEID | > | msdyn_productstyle.msdyn_productstyle | ITEMNUMBER | > | msdyn_sharedproductdetailid.msdyn_itemnumber [None] | >> | msdyn_shouldsyncwithsharedproductdetails | True

DV released products (msdyn_sharedproductdetails)

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

Finance and operations field | Map type | Customer engagement column | Default value

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

Dynamics 365 Sales feature management states (msdyn_supplychainfeaturestates)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- NAME | = | msdyn_name | ISENABLED | ><
no : 1
yes : 0 | statecode |

Dynamics 365 Sales order headers (salesorders)

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

Reversed source filter: msdyn_ordertype eq 192350000 and msdyn_isreadytosync eq true

Finance and operations field | Map type | Customer engagement column | Default value

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

Dynamics 365 Sales order lines (salesorderdetails)

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

Reversed source filter:

• Version 1.x.x.x: msdyn_isreadytosync eq true
  (to be used in the context of Supply Chain solution without Project Operations or Field Services solution installed.)
• Version 2.x.x.x: (msdyn_linetype ne 690970000 or msdyn_linetype eq null) and msdyn_isreadytosync eq true
  (to be used in the context of Supply Chain solution and Project Operations or Field Services solution installed.)

Finance and operations field | Map type | Customer engagement column | Default value

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

Dynamics 365 Sales quotation header (quotes)

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

Reversed source filter: msdyn_ordertype eq 192350000

Finance and operations field | Map type | Customer engagement column | Default value

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

Dynamics 365 Sales quotation lines (quotedetails)

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

Reversed source filter:

• Version 1.x.x.x: None
  (to be used in the context of Supply Chain solution without Project Operations or Field Services solution installed.)
• Version 2.x.x.x: msdyn_linetype ne 690970000 or msdyn_linetype eq null
  (to be used in the context of Supply Chain solution and Project Operations or Field Services solution installed.)

Finance and operations field | Map type | Customer engagement column | Default value

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

Employment job functions (msdyn_employmentjobfunctions)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- FUNCTIONDESCRIPTION | = | msdyn_functiondescription | FUNCTIONNAME | = | msdyn_functionname |

Employment per company (cdm_employments)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- EMPLOYMENTENDDATE | = | cdm_employmentenddate | PERSONNELNUMBER | = | cdm_workerid.cdm_workernumber | EMPLOYMENTSTARTDATE | = | cdm_employmentstartdate | WORKERTYPE | >>
employee : 754400000
contractor : 754400001
both : 754400000 | cdm_workertype |

Ethnic origins (cdm_ethnicorigins)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- ETHNICORIGINID | = | cdm_name | DESCRIPTION | = | cdm_description |

Exchange rate currency pair (msdyn_currencyexchangeratepairs)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- EXCHANGERATEDISPLAYFACTOR | ><
one : 192350000
ten : 192350001
hundred : 192350002
thousand : 192350003
tenThousand : 192350004 | msdyn_displayfactor | EXCHANGERATETYPENAME | = | msdyn_currencyexchangeratetypeid.msdyn_name | FROMCURRENCYCODE | = | msdyn_fromtransactioncurrencyid.isocurrencycode | TOCURRENCYCODE | = | msdyn_totransactioncurrencyid.isocurrencycode |

Exchange rate type (msdyn_exchangeratetypes)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- NAME | = | msdyn_name | DESCRIPTION | = | msdyn_description |

Financial dimension format (msdyn_financialdimensionformats)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- DIMENSIONFORMATNAME | = | msdyn_dimensionformatname | DIMENSIONFORMATTYPE | ><
dataEntityDefaultDimensionFormat : 192350000
dataEntityLedgerDimensionFormat : 192350001
dataEntityBudgetDimensionFormat : 192350002
dataEntityBudgetPlanningDimensionFormat : 192350003 | msdyn_dimensionformattype | FINANCIALDIMENSIONFORMAT | = | msdyn_financialdimensionformat | ISACTIVE | ><
no : False
yes : True | msdyn_isactive |

Financial dimensions (msdyn_dimensionattributes)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- DIMENSIONNAME | = | msdyn_dimensionname | COPYVALUESONCREATE | ><
no : False
yes : True | msdyn_copyvaluesoncreate | REPORTCOLUMNNAME | = | msdyn_reportcolumnname | GIVEDERIVEDDIMENSIONSPRECEDENCE | ><
no : False
yes : True | msdyn_givederiveddimensionsprecedence | UseValuesFrom | = | msdyn_usevaluesfrom | DimensionValueMask | = | msdyn_dimensionvaluemask |

Fiscal calendar integration entity (msdyn_fiscalcalendars)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- CALENDARID | = | msdyn_calendar | DESCRIPTION | = | msdyn_description |

Fiscal calendar period (msdyn_fiscalcalendarperiods)

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

Finance and operations field | Map type | Customer engagement column | Default value

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

Fiscal calendar year integration entity (msdyn_fiscalcalendaryears)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- FISCALCALENDAR_CALENDARID | = | msdyn_fiscalcalendarname | NAME | = | msdyn_name | STARTDATE | = | msdyn_startdate | ENDDATE | = | msdyn_enddate | FISCALCALENDAR_CALENDARID | = | msdyn_calendar.msdyn_calendar |

Inventory aisle (msdyn_warehouseaisles)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- AISLEID | = | msdyn_aisleid | AISLENUMBER | = | msdyn_aislenumber | WAREHOUSEID | = | msdyn_warehouse.msdyn_warehouseidentifier | AISLENAME | = | msdyn_aislename | MANUALSTARTINGSORTORDERCODE | = | msdyn_manualstartingsortordercode | ISSORTORDERCODEASSIGNEDDESCENDING | ><
yes : True
no : False | msdyn_issortordercodeassigneddescending |

Item sales tax group (msdyn_taxitemgroups)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- TAXITEMGROUP | = | msdyn_name | NAME | = | msdyn_description |

Jobs (cdm_jobs)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- JOBID | = | cdm_name | MAXIMUMNUMBEROFPOSITIONS | = | cdm_maximumnumberofpositions | ALLOWUNLIMITEDPOSITIONS | ><
yes : true
no : false | cdm_allowunlimitedpositions | DESCRIPTION | = | cdm_description | JOBDESCRIPTION | = | cdm_jobdescription | JOBTYPEID | = | cdm_jobtypeid.cdm_name | FUNCTIONID | = | cdm_jobfunctionid.cdm_name | EFFECTIVE | = | cdm_validfrom | EXPIRATION | = | cdm_validto | FULLTIMEEQUIVALENT | = | cdm_defaultfulltimeequivalent |

Language codes (cdm_languages)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- LANGUAGECODEID | = | cdm_name | DESCRIPTION | = | cdm_description |

Ledger (msdyn_ledgers)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- LEGALENTITYID | > | msdyn_company.cdm_companycode | DESCRIPTION | > | msdyn_description | ACCOUNTINGCURRENCY | > | msdyn_accountingcurrency.isocurrencycode | ISBUDGETCONTROLENABLED | >>
no : False
yes : True | msdyn_isbudgetcontrolenabled | NAME | > | msdyn_name | REPORTINGCURRENCY | > | msdyn_reportingcurrency.isocurrencycode | BUDGETEXCHANGERATETYPE | > | msdyn_budgetexchangeratetype.msdyn_name | CHARTOFACCOUNTS | > | msdyn_chartofaccounts.msdyn_name | EXCHANGERATETYPE | > | msdyn_exchangeratetype.msdyn_name | FISCALCALENDAR | > | msdyn_fiscalcalendar.msdyn_calendar | REPORTINGCURRENCYEXCHANGERATETYPE | > | msdyn_reportingcurrencyexchangeratetype.msdyn_name |

Legal entities (cdm_companies)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- NAME | > | cdm_name | LEGALENTITYID | > | cdm_companycode |

Legal entities (msdyn_internalorganizations)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- NAMEALIAS | > | msdyn_namealias | LANGUAGEID | > | msdyn_languageid | NAME | > | msdyn_name | PARTYNUMBER | > | msdyn_partynumber | none | >> | msdyn_type | 806380000 LEGALENTITYID | > | msdyn_companycode |

Loyalty card (msdyn_loyaltycards)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- CARDNUMBER | = | msdyn_cardnumber | CARDTENDERTYPE | ><
asCardTender : 806380000
asContactTender : 806380001
noTender : 806380002
blocked : 806380003 | msdyn_cardtendertype | PARTYNUMBER | = | msdyn_partynumber | REPLACEMENTCARDNUMBER | > | msdyn_replacementcardnumber | OMOPERATINGUNITNUMBER | = | msdyn_operatingunitnumber | LOYALTYENROLLMENTDATE | = | msdyn_enrollmentdate | LOYALTYENROLLMENTDATELOCAL | = | msdyn_effectivedate |

Loyalty levels (msdyn_loyaltylevels)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- LEVELPHRASE | = | msdyn_levelphrase | LEVELDESCRIPTION | = | msdyn_description |

Loyalty reward points (msdyn_loyaltyrewardpoints)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- EXPIRATIONTIMEUNIT | ><
day : 806380000
month : 806380001
year : 806380002 | msdyn_expirationtimeunit | EXPIRATIONTIMEVALUE | = | msdyn_expirationtimevalue | REDEEMABLE | ><
yes : True
no : False | msdyn_redeemable | REDEEMRANKING | = | msdyn_redeemranking | REWARDPOINTCURRENCY | = | msdyn_rewardpointcurrency.isocurrencycode | REWARDPOINTID | = | msdyn_rewardpointid | REWARDPOINTTYPE | ><
quantity : 192350000
amount : 192350001 | msdyn_rewardpointtype | MAXIMUMLOYALTYREWARDPOINTS | = | msdyn_maximumloyaltyrewardpoints | VESTINGTIMEUNIT | ><
day : 806380000
month : 806380001
year : 806380002 | msdyn_vestingtimeunit | VESTINGTIMEVALUE | = | msdyn_vestingtimevalue |

Main account (msdyn_mainaccounts)

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

Finance and operations field | Map type | Customer engagement column | Default value

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

Main account categories (msdyn_mainaccountcategories)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- MAINACCOUNTCATEGORY | = | msdyn_mainaccountcategory | REFERENCEID | = | msdyn_referenceid | DESCRIPTION | = | msdyn_description | DISPLAYORDER | = | msdyn_displayorder | CLOSED | ><
no : False
yes : True | msdyn_closed | MAINACCOUNTTYPE | ><
blank : 192350000
profitAndLoss : 192350001
revenue : 192350002
expense : 192350003
balanceSheet : 192350004
asset : 192350005
liability : 192350006
equity : 192350007 | msdyn_mainaccounttypevalue |

Mixed reality guides entity (msmrw_guides)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- INTEGRATIONKEY | < | msmrw_integrationkey | NAME | < | msmrw_name | SCHEMAVERSION | < | msmrw_schemaversion | GUIDEID | < | msmrw_guideid | CREATEDON | < | createdon | LASTMODIFIEDON | < | modifiedon |

Modes of delivery (msdyn_shipvias)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- MODECODE | = | msdyn_name | MODEDESCRIPTION | = | msdyn_description |

Name affixes (msdyn_nameaffixes)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- AFFIX | = | msdyn_affix | TYPE | ><
personalSuffix : 806380001
personalPrefix : 806380000 | msdyn_affixtype | DESCRIPTION | = | msdyn_description |

Operating unit (msdyn_internalorganizations)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- LANGUAGEID | > | msdyn_languageid | NAMEALIAS | > | msdyn_namealias | NAME | > | msdyn_name | PARTYNUMBER | > | msdyn_partynumber | OPERATINGUNITTYPE | >>
omDepartment : 806380001
none : 806380002
omCostCenter : 806380003
omValueStream : 806380004
omBusinessUnit : 806380005
omAnyOU : 806380006
retailChannel : 192350000 | msdyn_type |

Organization hierarchy - published (msdyn_internalorganizationhierarchies)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- VALIDTO | > | msdyn_validto | VALIDFROM | > | msdyn_validfrom | HIERARCHYTYPE | > | msdyn_hierarchytypename | PARENTORGANIZATIONPARTYNUMBER | > | msdyn_parentpartyid | CHILDORGANIZATIONPARTYNUMBER | > | msdyn_childpartyid | HIERARCHYTYPE | > | msdyn_hierarchytypeid.msdyn_name | CHILDORGANIZATIONPARTYNUMBER | > | msdyn_childid.msdyn_partynumber | PARENTORGANIZATIONPARTYNUMBER | > | msdyn_parentid.msdyn_partynumber |

Organization hierarchy purposes (msdyn_internalorganizationhierarchypurposes)

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

Finance and operations field | Map type | Customer engagement column | Default value

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

Organization hierarchy type (msdyn_internalorganizationhierarchytypes)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- NAME | > | msdyn_name |

Party contacts V3 (msdyn_partyelectronicaddresses)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- COUNTRYREGIONCODE | = | msdyn_internationalcallingcode | DESCRIPTION | = | msdyn_description | ELECTRONICADDRESSID | = | msdyn_electronicaddressnumber | PARTYNUMBER | = | msdyn_partyid.msdyn_partynumber | LOCATOR | = | msdyn_locator | LOCATOREXTENSION | = | msdyn_locatorextension | ISINSTANTMESSAGE | ><
no : False
yes : True | msdyn_isinstantmessage | ISMOBILEPHONE | ><
no : False
yes : True | msdyn_ismobile | ISPRIMARY | ><
no : False
yes : True | msdyn_isprimary | ISPRIVATE | ><
no : False
yes : True | msdyn_isprivate | PURPOSE | = | msdyn_purpose | TYPE | ><
phone : 192350001
email : 192350002
url : 192350003
telex : 192350004
fax : 192350005
facebook : 192350006
twitter : 192350007
linkedin : 192350008 | msdyn_type |

Payment day lines CDS V2 (msdyn_paymentdaylines)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- NAME | = | msdyn_paymentday.msdyn_name | LINENUMBER | = | msdyn_linenumber | FREQUENCY | ><
week : 806380000
month : 806380001 | msdyn_frequency | DAYOFWEEK | ><
none : 806380000
monday : 806380001
tuesday : 806380002
wednesday : 806380003
thursday : 806380004
friday : 806380005
saturday : 806380006
sunday : 806380007 | msdyn_dayofweek | DAYOFMONTH | = | msdyn_dayofmonth |

Payment days CDS (msdyn_paymentdays)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- NAME | = | msdyn_name | DESCRIPTION | = | msdyn_description |

Payment schedule (msdyn_paymentschedules)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- NAME | = | msdyn_name | DESCRIPTION | = | msdyn_description | ALLOCATIONMETHOD | ><
total : 806380000
amountByPayment : 806380001
numOfPayment : 806380002
specified : 806380003 | msdyn_allocationmethod | PAYMENTFREQUENCYUNITS | ><
day : 806380000
month : 806380001
year : 806380002 | msdyn_paymentfrequencyunit | PAYMENTFREQUENCY | = | msdyn_paymentfrequency | NUMBEROFPAYMENTS | = | msdyn_numberofpayments | FIXEDPAYMENTAMOUNT | = | msdyn_fixedpaymentamount | MINIMUMPAYMENTAMOUNT | = | msdyn_minimumpaymentamount | SALESTAXALLOCATIONMETHOD | ><
proportional : 806380000
firstRate : 806380001
lastRate : 806380002 | msdyn_salestaxallocationmethod | NOTES | = | msdyn_note |

Payment schedule lines (msdyn_paymentschedulelines)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- PAYMENTSCHEDULENAME | = | msdyn_paymentschedule.msdyn_name | LINENUMBER | = | msdyn_linenumber | PERIODSAFTERDUEDATE | = | msdyn_periodsafterduedate | PERCENTORAMOUNT | ><
percent : 806380000
amount : 806380001 | msdyn_percentoramount | PERCENTORAMOUNTVALUE | = | msdyn_percentoramountvalue |

Personal character types (msdyn_personalcharactertypes)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- TYPEDESCRIPTION | = | msdyn_typedescription | TYPENAME | = | msdyn_typename |

Position type (cdm_positiontypes)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- POSITIONTYPEID | = | cdm_name | DESCRIPTION | = | cdm_description | CLASSIFICATION | ><
fulltime : 754400000
parttime : 754400001
blank : 754400002 | cdm_classification |

Position worker assignments (cdm_positionworkerassignmentmaps)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- PERSONNELNUMBER | = | cdm_workerid.cdm_workernumber | POSITIONID | = | cdm_jobpositionid.cdm_jobpositionnumber | VALIDFROM | = | cdm_validfrom | VALIDTO | = | cdm_validto |

Positions V2 (cdm_jobpositions)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- POSITIONID | = | cdm_jobpositionnumber | DESCRIPTION | = | cdm_description | ACTIVATION | = | cdm_activation | AVAILABLEFORASSIGNMENT | = | cdm_availableforassignment | FULLTIMEEQUIVALENT | = | cdm_fulltimeequivalent | DETAILEFFECTIVE | = | cdm_validfrom | DETAILEXPIRATION | = | cdm_validto | RETIREMENT | = | cdm_retirement | POSITIONTYPEID | = | cdm_positiontypeid.cdm_name | JOBID | = | cdm_jobid.cdm_name |

Price customer groups (msdyn_pricecustomergroups)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- GROUPCODE | = | msdyn_groupcode | GROUPNAME | = | msdyn_groupname |

Product Number Identified Barcode (msdyn_productbarcodes)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- PRODUCTNUMBER | > | msdyn_productnumberid.msdyn_productnumber | BARCODE | > | msdyn_name | BARCODE | > | msdyn_barcode | PRODUCTQUANTITY | > | msdyn_productquantity | PRODUCTDESCRIPTION | > | msdyn_productdescription | BARCODESETUPID | > | msdyn_barcodesetupid | PRODUCTQUANTITYUNITSYMBOL | > | msdyn_unitofmeasureid.msdyn_symbol | ISDEFAULTSCANNEDBARCODE | >>
no : False
yes : True | msdyn_isdefaultscannedbarcode | ISDEFAULTPRINTEDBARCODE | >>
no : False
yes : True | msdyn_isdefaultprintedbarcode | ISDEFAULTDISPLAYEDBARCODE | >>
no : False
yes : True | msdyn_isdefaultdisplayedbarcode |

Product categories (msdyn_productcategories)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- PRODUCTCATEGORYHIERARCHYNAME | = | msdyn_hierarchy.msdyn_name | ISCATEGORYINHERITINGPARENTPRODUCTATTRIBUTES | ><
no : False
yes : True | msdyn_isinheritingparentproductattributes | PROJECTCATEGORYNAME | = | msdyn_projectcategoryname | ISTANGIBLEPRODUCT | ><
no : False
yes : True | msdyn_istangibleproduct | ISCATEGORYINHERITINGPARENTCATEGORYATTRIBUTES | ><
no : False
yes : True | msdyn_isinheritingparentcategoryattributes | CATEGORYCODE | = | msdyn_code | CATEGORYDESCRIPTION | = | msdyn_description | CATEGORYKEYWORDS | = | msdyn_keywords | CATEGORYNAME | = | msdyn_name | FRIENDLYCATEGORYNAME | = | msdyn_friendlycategoryname | PARENTPRODUCTCATEGORYNAME | = | msdyn_parentproductcategory.msdyn_name | PARENTPRODUCTCATEGORYHIERARCHYNAME | > | msdyn_parentproductcategory.msdyn_hierarchy.msdyn_name | CATEGORYRECORDID | > | msdyn_externalproductcategoryid | EXTERNALID | = | msdyn_integrationid |

Product category assignments (msdyn_productcategoryassignments)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- PRODUCTNUMBER | = | msdyn_globalproduct.msdyn_productnumber | PRODUCTCATEGORYNAME | = | msdyn_productcategory.msdyn_name | PRODUCTCATEGORYHIERARCHYNAME | = | msdyn_productcategory.msdyn_hierarchy.msdyn_name | PRODUCTNUMBER | > | msdyn_name |

Product category hierarchies (msdyn_productcategoryhierarchies)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- HIERARCHYNAME | = | msdyn_name | HIERARCHYDESCRIPTION | = | msdyn_description |

Product category hierarchy roles (msdyn_productcategoryhierarchyroles)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- PRODUCTCATEGORYHIERARCHYNAME | = | msdyn_hierarchy.msdyn_name | HIERARCHYROLE | ><
procurement : 192350000
sales : 192350001
retail : 192350002
commodity : 192350003
financials : 192350004
retailSpecialGroup : 192350005
retailVendorProductHierarchy : 192350006
retailChannelNavigation : 192350007
packingMaterials_W : 192350008
commonDataService : 192350009
costManagement : 192350010
engineeringProduct : 192350011 | msdyn_hierarchyrole |

Product default order settings V2 (msdyn_productspecificdefaultordersettings)

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

Finance and operations field | Map type | Customer engagement column | Default value

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

Product dimension groups (msdyn_productdimensiongroups)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- WILLSALESPRICESEARCHUSEPRODUCTSTYLE | ><
no : false
yes : true | msdyn_willsalespricesearchuseproductstyle | WILLPURCHASEPRICESEARCHUSEPRODUCTSIZE | ><
no : false
yes : true | msdyn_willpurchasepricesearchuseproductsize | WILLSALESPRICESEARCHUSEPRODUCTCONFIGURATION | ><
no : false
yes : true | msdyn_willsalespricesearchuseprodconfig | WILLSALESPRICESEARCHUSEPRODUCTCOLOR | ><
no : false
yes : true | msdyn_willsalespricesearchuseproductcolor | WILLPURCHASEPRICESEARCHUSEPRODUCTSTYLE | ><
no : false
yes : true | msdyn_willpurchasepricesearchuseproductstyle | WILLPURCHASEPRICESEARCHUSEPRODUCTCONFIGURATION | ><
no : false
yes : true | msdyn_willpurchpricesearchuseprodconfig | WILLPURCHASEPRICESEARCHUSEPRODUCTCOLOR | ><
no : false
yes : true | msdyn_willpurchpricesearchuseproductcolor | ISPRODUCTSTYLEACTIVE | ><
no : false
yes : true | msdyn_isproductstyleactive | ISPRODUCTSIZEACTIVE | ><
no : false
yes : true | msdyn_isproductsizeactive | ISPRODUCTCONFIGURATIONACTIVE | ><
no : false
yes : true | msdyn_isproductconfigurationactive | ISPRODUCTCOLORACTIVE | ><
no : false
yes : true | msdyn_isproductcoloractive | GROUPNAME | = | msdyn_groupname | GROUPDESCRIPTION | = | msdyn_groupdescription | PRODUCTVARIANTNOMENCLATURENAME | = | msdyn_productvariantnomenclaturename | WILLSALESPRICESEARCHUSEPRODUCTSIZE | ><
yes : true
no : false | msdyn_willsalespricesearchuseproductsize |

Product master colors (msdyn_sharedproductcolors)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- PRODUCTCOLORID | > | msdyn_productcolor.msdyn_productcolorname | PRODUCTMASTERNUMBER | > | msdyn_globalproduct.msdyn_productnumber | REPLENISHMENTWEIGHT | > | msdyn_replenishmentweight | DISPLAYSEQUENCENUMBER | > | msdyn_displaysequencenumber |

Product master configurations (msdyn_sharedproductconfigurations)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- CONTAINERUNITSYMBOL | > | msdyn_containerunit.msdyn_symbol | PRODUCTCONFIGURATIONID | > | msdyn_productconfiguration.msdyn_productconfiguration | PRODUCTMASTERNUMBER | > | msdyn_globalproduct.msdyn_productnumber | REPLENISHMENTWEIGHT | > | msdyn_replenishmentweight | DISPLAYSEQUENCENUMBER | > | msdyn_displaysequencenumber |

Product master sizes (msdyn_sharedproductsizes)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- PRODUCTMASTERNUMBER | > | msdyn_globalproduct.msdyn_productnumber | PRODUCTSIZEID | > | msdyn_productsize.msdyn_productsize | REPLENISHMENTWEIGHT | > | msdyn_replenishmentweight | DISPLAYSEQUENCENUMBER | > | msdyn_displaysequencenumber |

Product master styles (msdyn_sharedproductstyles)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- PRODUCTMASTERNUMBER | > | msdyn_globalproduct.msdyn_productnumber | PRODUCTSTYLEID | > | msdyn_productstyle.msdyn_productstyle | REPLENISHMENTWEIGHT | > | msdyn_replenishmentweight | DISPLAYSEQUENCENUMBER | > | msdyn_displaysequencenumber |

Product receipt header (msdyn_purchaseorderreceipts)

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

Finance and operations field | Map type | Customer engagement column | Default value

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

Product receipt line (msdyn_purchaseorderreceiptproducts)

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

Finance and operations field | Map type | Customer engagement column | Default value

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

Product specific unit conversions (msdyn_productspecificunitofmeasureconversions)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- DENOMINATOR | = | msdyn_denominator | NUMERATOR | = | msdyn_numerator | FACTOR | = | msdyn_factor | FROMUNITSYMBOL | = | msdyn_fromunit.msdyn_symbol | TOUNITSYMBOL | = | msdyn_tounit.msdyn_symbol | PRODUCTNUMBER | = | msdyn_globalproduct.msdyn_productnumber | INNEROFFSET | = | msdyn_inneroffset | OUTEROFFSET | = | msdyn_outeroffset | ROUNDING | ><
nearest : 192350000
up : 192350001
down : 192350002 | msdyn_rounding |

Prospects (leads)

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

Source filter: (IsB2BProspect == 1)

Reversed source filter: (msdyn_b2bcommerceprospect eq true)

Finance and operations field | Map type | Customer engagement column | Default value

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

Purchase order header document attachments (annotations)

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

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

Reversed source filter: objecttypecode eq 'msdyn_purchaseorder'

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- DOCUMENTID | = | msdyn_notesid | NOTES | = | notetext | ATTACHMENTDESCRIPTION | = | subject | PURCHASEORDERNUMBER | = | msdyn_relatedentityid | DOCUMENTATTACHMENTTYPECODE | << | none | Note none | >> | objecttypecode | msdyn_purchaseorder ACCESSRESTRICTION | ><
internal : 0
external : 1 | msdyn_restriction |

Purchase order headers V2 (msdyn_purchaseorders)

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

Finance and operations field | Map type | Customer engagement column | Default value

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

Released products V2 (msdyn_sharedproductdetails)

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

Finance and operations field | Map type | Customer engagement column | Default value

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

Sales invoice headers V2 (invoices)

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

Source filter: (SalesOrderNumber != "")

Reversed source filter: msdyn_ordertype eq 192350000

Finance and operations field | Map type | Customer engagement column | Default value

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

Sales invoice lines V2 (invoicedetails)

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

Finance and operations field | Map type | Customer engagement column | Default value

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

Sales order header document attachments (annotations)

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

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

Reversed source filter: objecttypecode eq 'salesorder'

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- DOCUMENTID | = | msdyn_notesid | NOTES | = | notetext | ATTACHMENTDESCRIPTION | = | subject | SALESORDERNUMBER | = | msdyn_relatedentityid | DOCUMENTATTACHMENTTYPECODE | << | none | Note none | >> | objecttypecode | salesorder ACCESSRESTRICTION | ><
internal : 0
external : 1 | msdyn_restriction |

Sales order origin codes (msdyn_salesorderorigins)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- ORIGINCODE | = | msdyn_origincode | ORIGINDESCRIPTION | = | msdyn_origindescription |

Sales tax authorities (msdyn_taxauthorities)

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

Finance and operations field | Map type | Customer engagement column | Default value

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

Sales tax exempt code entity CDS (msdyn_taxexemptcodes)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- NAME | = | msdyn_name | DESCRIPTION | = | msdyn_description |

Sales tax groups (msdyn_taxgroups)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- TAXGROUPCODE | = | msdyn_name | DESCRIPTION | = | msdyn_description |

Sales tax ledger posting groups V2 (msdyn_taxpostinggroups)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- TAXPOSTINGGROUPCODE | = | msdyn_name | DESCRIPTION | = | msdyn_description |

Salutations (msdyn_salutations)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- SALUTATIONPHRASE | = | msdyn_salutationphrase |

Sites (msdyn_operationalsites)

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

Finance and operations field | Map type | Customer engagement column | Default value

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

Sizes (msdyn_productsizes)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- SIZEID | > | msdyn_productsize |

Storage dimension groups (msdyn_productstoragedimensiongroups)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- WILLSALESPRICESEARCHUSEWAREHOUSE | ><
no : false
yes : true | msdyn_willsalespricesearchusewarehouse | WILLSALESPRICESEARCHUSESITE | ><
no : false
yes : true | msdyn_willsalespricesearchusesite | WILLSALESPRICESEARCHUSEINVENTORYSTATUS | ><
no : false
yes : true | msdyn_willsalespricesearchuseinventorystatus | WILLPURCHASEPRICESEARCHUSEWAREHOUSE | ><
no : false
yes : true | msdyn_willpurchasepricesearchusewarehouse | WILLPURCHASEPRICESEARCHUSESITE | ><
no : false
yes : true | msdyn_willpurchasepricesearchusesite | WILLPURCHASEPRICESEARCHUSEINVENTORYSTATUS | ><
no : false
yes : true | msdyn_willpurchpricesearchuseinventstatus | WILLCOVERAGEPLANNINGUSEWAREHOUSE | ><
no : false
yes : true | msdyn_willcoverageplanusewarehouse | WILLCOVERAGEPLANNINGUSELOCATION | ><
no : false
yes : true | msdyn_iscoverageplanenabledforlocation | WILLCOVERAGEPLANNINGUSEINVENTORYSTATUS | ><
no : false
yes : true | msdyn_willcoverageplanuseinventorystatus | AREADVANCEDWAREHOUSEMANAGEMENTPROCESSESENABLED | ><
no : false
yes : true | msdyn_areadvancedwmprocessesenabled | ISWAREHOUSEPRIMARYSTORAGEDIMENSION | ><
no : false
yes : true | msdyn_iswarehouseprimarystoragedimension | ISWAREHOUSEMANDATORY | ><
no : false
yes : true | msdyn_iswarehousemandatory | ISPHYSICALINVENTORYENABLEDFORWAREHOUSE | ><
no : false
yes : true | msdyn_isphysicalinventoryenabledforwarehouse | ISPHYSICALINVENTORYENABLEDFORLOCATION | ><
no : false
yes : true | msdyn_isphysicalinventoryenabledforlocation | ISLOCATIONACTIVE | ><
no : false
yes : true | msdyn_islocationactive | ISFINANCIALINVENTORYENABLEDFORWAREHOUSE | ><
no : false
yes : true | msdyn_isfinancialinventoryenabledforwarehouse | GROUPNAME | = | msdyn_groupname | GROUPDESCRIPTION | = | msdyn_groupdescription | ISBLANKRECEIPTALLOWEDFORLOCATION | ><
no : false
yes : true | msdyn_isblankreceiptallowedforlocation | ISBLANKISSUEALLOWEDFORLOCATION | ><
no : false
yes : true | msdyn_isblankissueallowedforlocation |

Styles (msdyn_productstyles)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- STYLEID | > | msdyn_productstyle |

Terms of delivery (msdyn_termsofdeliveries)

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

Finance and operations field | Map type | Customer engagement column | Default value

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

Terms of payment (msdyn_paymentterms)

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

Finance and operations field | Map type | Customer engagement column | Default value

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

Tracking dimension groups (msdyn_producttrackingdimensiongroups)

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

Finance and operations field | Map type | Customer engagement column | Default value

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

Unit conversions (msdyn_unitofmeasureconversions)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- DENOMINATOR | = | msdyn_denominator | NUMERATOR | = | msdyn_numerator | FACTOR | = | msdyn_factor | INNEROFFSET | = | msdyn_inneroffset | OUTEROFFSET | = | msdyn_outeroffset | ROUNDING | ><
nearest : 192350000
up : 192350001
down : 192350002 | msdyn_rounding | TOUNITSYMBOL | = | msdyn_tounit.msdyn_symbol | FROMUNITSYMBOL | = | msdyn_fromunit.msdyn_symbol |

Units (uoms)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- UNITSYMBOL | > | msdyn_symbol | UNITCLASS | > | msdyn_externalunitclassname | DECIMALPRECISION | > | msdyn_decimalprecision | ISBASEUNIT | >>
no : false
yes : true | msdyn_isbaseunit | ISSYSTEMUNIT | >>
no : false
yes : true | msdyn_issystemunit | SYSTEMOFUNITS | >>
none : 192350000
metric : 192350001
us : 192350002 | msdyn_systemofunits | UNITSYMBOL | > | name | UNITDESCRIPTION | > | msdyn_description |

Vendor document attachments (annotations)

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

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

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- DOCUMENTID | = | msdyn_notesid | NOTES | = | notetext | ATTACHMENTDESCRIPTION | = | subject | VENDORACCOUNTNUMBER | = | msdyn_relatedentityid2 | DOCUMENTATTACHMENTTYPECODE | << | none | Note none | >> | objecttypecode | msdyn_vendor ACCESSRESTRICTION | ><
internal : 0
external : 1 | msdyn_restriction |

Vendor groups (msdyn_vendorgroups)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- DEFAULTPAYMENTTERMNAME | = | msdyn_paymentterms.msdyn_name | DESCRIPTION | = | msdyn_description | VENDORGROUPID | = | msdyn_vendorgroup | CLEARINGPERIODPAYMENTTERMNAME | = | msdyn_clearingperiodpaymentpermname.msdyn_name |

Vendor payment method (msdyn_vendorpaymentmethods)

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

Finance and operations field | Map type | Customer engagement column | Default value

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

Vendors V2 (msdyn_vendors)

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

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

Finance and operations field | Map type | Customer engagement column | Default value

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

Veteran status (cdm_veteranstatuses)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- VETERANSTATUSID | = | cdm_name | DESCRIPTION | = | cdm_description | ISPROTECTEDVETERAN | ><
no : false
yes : true | cdm_isprotectedveteran |

Warehouse locations (msdyn_inventorylocations)

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

Finance and operations field | Map type | Customer engagement column | Default value

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

Warehouse work headers (msdyn_warehouseworkheaders)

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

Finance and operations field | Map type | Customer engagement column | Default value

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

Warehouse work lines (msdyn_warehouseworklines)

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

Finance and operations field | Map type | Customer engagement column | Default value

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

Warehouse zone groups (msdyn_warehousezonegroups)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- GROUPID | = | msdyn_groupid | GROUPNAME | = | msdyn_groupname |

Warehouse zones (msdyn_warehousezones)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- WAREHOUSEZONEGROUPID | = | msdyn_warehousezonegroup.msdyn_groupid | ZONEID | = | msdyn_zoneid | ZONENAME | = | msdyn_zonename |

Warehouses (msdyn_warehouses)

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

Finance and operations field | Map type | Customer engagement column | Default value

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

Withholding tax codes (msdyn_withholdingtaxcodes)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- WITHHOLDINGCODE | = | msdyn_name | WITHHOLDINGTAXNAME | = | msdyn_description | WITHHOLDINGTAXROUNDOFF | = | msdyn_roundoff | WITHHOLDINGTAXROUNDOFFTYPE | ><
ordinary : 192350000
roundDown : 192350001
roundUp : 192350002 | msdyn_roundofftype | CURRENCYCODEID | = | msdyn_currency.isocurrencycode | WITHHOLDINGTAXBASE | ><
pctPerNet : 192350000
pctPerGross : 192350001 | msdyn_taxableamountorigin |

Withholding tax groups (msdyn_withholdingtaxgroups)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- WITHHOLDINGTAXGROUPCODE | = | msdyn_name | DESCRIPTION | = | msdyn_description |

Worker (cdm_workers)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- PERSONNELNUMBER | = | cdm_workernumber | FIRSTNAME | = | cdm_firstname | MIDDLENAME | = | cdm_middlename | LASTNAME | = | cdm_lastname | WORKERTYPE | >>
employee : 754400000
contractor : 754400001
both : 754400000 | cdm_type | WORKERSTATUS | >>
employed : 754400000
pending : 754400001
terminated : 754400001 | cdm_status | PRIMARYCONTACTEMAIL | = | cdm_primaryemailaddress | PRIMARYCONTACTPHONE | = | cdm_primarytelephone | PRIMARYCONTACTFACEBOOK | = | cdm_facebookidentity | PRIMARYCONTACTTWITTER | = | cdm_twitteridentity | PRIMARYCONTACTLINKEDIN | = | cdm_linkedinidentity | PRIMARYCONTACTURL | = | cdm_websiteurl | GENDER | ><
male : 754400000
female : 754400001
nonSpecific : 754400003
none : 754400002 | cdm_gender | BIRTHDATE | = | cdm_birthdate | NAME | > | cdm_fullname |

CDS location roles (msdyn_addressroles)

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

Finance and operations field | Map type | Customer engagement column | Default value

|---|---|--- ISCONTACTINFORMATION | ><
yes : true
no : false | msdyn_iselectronicaddressrole | ISPOSTALADDRESS | ><
yes : true
no : false | msdyn_ispostaladdressrole | PURPOSE | = | msdyn_name |

Transfer order headers

Transfer order products