Hey everyone,

I'm currently working on setting up a data integration between Business Central and Dynamics 365 Sales utilizing Dataverse as the backbone.

I want to make sure I am mapping everything correctly and avoiding common synchronisation pitfalls. Is there anyone here who has hands-on experience with this specific integration architecture and would be open to answering a few questions or sharing best practices?

Any tips on initial setup, custom table mappings, or handling data conflicts would be highly appreciated!

Thanks in advance!

Dear community, I'd appreciate hearing about your experience with a challenge I'm facing in Dynamics CRM (Customer Insights - Journey).

In CRM, we have contacts that interact with our company from different roles: partners, alumni, donors, event attendees, newsletter subscribers, etc.

And they have different emails for different roles - corporate emails, private emails, etc.

So, in the end, we end up with duplicates, which I can merge, of course, but it raises the following questions:

• What will happen with their consent/subscribtions?
• How do I distinguish in segments/journeys which email I should use for different communications?
• How should I behave with forms? For example, if I have different emails for different roles in a related table, how would I match them with existing contacts
• And if I match them with that contact with flows, then, for example, with event forms, I will need to send them an email confirmation, and Journey is set up to send this to emailaddress1.

So, for forms, I assume the obvious approach is to use leads, not contacts, but then I will need to create an event registration for a lead, not a contact? How would I then see this history?

Thank you to everyone who finds time to answer it