As I have mentioned before I am currently involved in implementing DualWrite with a customer and in this case there is data in CRM and FnO that we need to work around.

One example is a “single” contact that is used in multiple companies as an EDI adress. The reason I wrote “single” is that since we in FnO use the Global Adress Book, the contact is one Party that is instancuated as a contact in each of the Customers that are using it. This means that if you look in All Contacts there are a whole bunch of Duplicates.

These contacts are then synced, using DualWrite, to CRM… much to the annoyance of my CRM colleagues. This contact is of no use in CRM and I was asked to create a filter for them.

What i did was to set the field “Profession” in FnO (this was not being used) to EDI end then I added the following to the filters for Customer Contacts in DualWrite

FnO: (AssociatedContactType = 0) && (EMPLOYMENTPROFESSION != “EDI”)
CRM: msdyn_contactfor eq ‘Customer’ and msdyn_sellable eq false and msdyn_contactpersonid ne null and jobtitle ne ‘EDI’

As you notice, the syntax for the FnO and CRM sides is very different and that was the main reason I wrote this post. I needed a place to document the syntax 🙂

Links

Filter Not Working in FO side for Dual Write (dynamics.com)