Microsoft Dynamics 365 accounts sync

Overview

Front’s Microsoft Dynamics 365 sync feature allows you to automatically sync accounts from Dynamics 365 into Front. After you’ve synced accounts into Front, your team will be able to:

Front only supports cloud-based instances of Dynamics 365. Self-hosted instances of Dynamics 365 are not currently supported.


How it works

  • Accounts are synced one-way from Dynamics 365 to Front
  • You can sync all accounts from Dynamics 365, or pick a user-created view that contains the accounts you want to sync
  • Accounts are automatically synced every 24 hours to keep data up to date, but you can manually trigger a re-sync at any time by opening the Dynamics 365 sync modal in Front
  • Field mapping allows you to control which account fields will be synced from Dynamics 365 to Front
  • You must be a team or company admin in Front to set up the accounts sync

Instructions

Step 1

Click the Contacts icon on the top left corner and select Accounts in the left sidebar to access the Accounts Manager in Front.

Step 2

Click the Import button at the top right, then select from Dynamics 365 to open the Dynamics 365 sync modal.

Step 3

In the Your Dynamics 365 URL field, paste the web browser URL provided when you are logged into Dynamics 365. Click Log in to Dynamics 365 to connect your Dynamics 365 account. Dynamics 365 administrator permissions are required.

Step 4

Select the accounts you’d like to sync. You can sync all active accounts or pick a specific Dynamics 365 list view you’ve created.

Step 5

Select the account fields you’d like to sync from Dynamics 365. Then choose the Front account custom fields they should be mapped to.

Optional: Click Preview to see a preview of what your synced account data will look like in Front, and make any necessary adjustments.

Step 6

Click Sync accounts to start syncing your accounts. You can edit or pause the sync at any time from the sync settings.

Step 7

After you’ve set up the sync, you’ll see accounts from Dynamics 365 appear in the Accounts Manager. If you click on an account you’ve synced from Dynamics 365, you’ll see a banner indicating when the last sync occurred.

If you hover over account fields synced from Dynamics 365, you’ll see an option to Edit in Dynamics 365. This ensures your account data remains consistent between Front and Dynamics 365.

Important to know

The Dynamics 365 sync does not sync contacts directly from Dynamics 365 to Front. There are a few options for linking contacts to the correct accounts:

  • If you add an Email Domain field in the sync field mapping, Front will use that email domain to automatically associate contacts with a matching email to the account. 
  • You can manually add contacts to an account from the “Contacts” section on an Account
  • The API can be used to add contacts to a specific account programmatically 
  • You can upload a CSV with contacts and add an accountName column to link them to the correct account

Field compatibility

The following table shows the compatibility of fields from Dynamics 365 with Front account fields. Scroll to the right to see the full table.

Dynamics 365 field type

Text

Number

Teammate

Yes or no

Date and time

Domains

Front can automatically extract an email domain like “example.com” from an email (johndoe@example.com) or website (www.example.com).

Description

Single line of text

 

 

 

 

Multiple lines of text

 

 

 

 

 

Option Set

 

 

 

 

 

 

MultiSelect Option Set

 

 

 

 

 

 

Two Options

 

 

✓ 

 

 

 

Status

 

 

 

 

 

 

Status Reason

 

 

 

 

 

 

Whole Number 

 

 

 

 

 

Floating Point Number

 

 

 

 

 

Image

 

 

 

 

 

 

 

Decimal Number

 

 

 

 

 

Currency

✓ 

 

 

 

 

 

Date and Time

 

 

 

 

 

Lookup(user)

 

 

 

 

 

 

Customer

 

 

 

 

 

 

 

File

 

 

 

 

 

 

 

Owner (default field)

 

 

 

 

 

 

Website (default field)

 

 

 

 

 

 


Account sync logic

When an account from Dynamics 365 is synced to an account in Front, a link is established by setting the externalId property on the Front account equal to the Dynamics account ID.

 

When an account from Dynamics 365 is being synced to Front, a matching account in Front is found by the following logic:

  • If an existing Front account is found with the externalId property equal to this Dynamics 365 account’s ID, the existing Front account is updated
  • If the Dynamics 365 account has not yet been linked to an existing account in Front, Front will search for an existing account with at least one of the same email domains as the Dynamics 365 account. This search is only performed if the user has mapped an email domain field in the sync settings.
    • If an existing Front account is found and that account is not already linked to a Dynamics 365 account, the Front account is updated and linked to the Dynamics 365 account
    • If an existing Front account is found but it’s already linked to an existing account A, we skip syncing Dynamics 365 account B and log an error (ex. “Acme was not synced from Dynamics 365 because the Front account with a matching domain is already linked to a different account.”)
  • If no existing account with matching domains is found, Front will search for existing accounts that have the same case insensitive name as the Dynamics 365 account
  • If no existing account with the same case insensitive name is found, Front will create a new account in Front and link it to the Dynamics 365 account

 

Note that if an account is deleted in Dynamics 365, the account will stop syncing to Front but the Front account will not be deleted.


Handling sync errors

If Front encounters errors while syncing account data, the user that triggered the sync will receive an email notification. Errors can be viewed from the Dynamics 365 sync settings modal.

Common error types and how to resolve them:

Error type

How to resolve

Invalid email domains

Front will not sync the email domain property for this account, but other account properties will continue to be synced

 

  • Check the field mapping settings to ensure that you’re syncing the correct property to the “Email domains” field in Front
  • For each affected account, check the email domain property in Dynamics 365 to ensure that it contains a valid website (https://example.com), email (johndoe@example.com), or domain (example.com) that can be mapped to an email domain.

Common email domain

Front will not sync common email domains like gmail.com. Other account properties will continue to be synced

For each affected account, check the email domain property in Dynamics 365 and replace common email domains like gmail.com with a unique email domain.

Email domain taken by another account

If you have multiple accounts in Dynamics 365 with the same email domain, Front will only sync the email domain field for the first account, since a given email domain can only belong to a single account in Front. Other account properties will continue to be synced.

For each affected account, check the email domain property in Dynamics 365 and replace common email domains like gmail.com with a unique email domain.

# email domains are already in use and were not synced

If you have multiple accounts in Dynamics 365 with the same email domain, Front will only sync the email domain field for the first account, since a given email domain can only belong to a single account in Front. Other account properties will continue to be synced.

For each affected account, check the email domain property in Dynamics 365 and replace common email domains with a unique email domain.

# accounts are linked to another CRM and were not synced

For the accounts we tried to import, we found that accounts using those Dynamics Account IDs were already present in Front, but imported from a source other than the Dynamics 365 sync. This suggests the accounts were imported from another source (e.g. API sync, CSV import, another CRM).

For each affected account, delete all the account records in Front and re-import the data using the sync.

Dynamics 365 field not found

If one of the fields you mapped from Dynamics 365 is deleted in Dynamics 365, Front will stop syncing that field and you’ll have to choose a new field from Dynamics 365.

In sync settings in Front, choose a new Dynamics 365 account field to sync to Front. 

Dynamics 365 view not found

If the account view you were syncing from Dynamics 365 is deleted, Front will stop syncing all accounts and you’ll have to choose a new list view to restart the sync.

In sync settings in Front, choose a new Dynamics 365 view to sync to Front.


Using Dynamics 365 sync alongside the API

Accounts synced through the Dynamics 365 sync in Front are accessible through the Front API. Each synced account will have the externalId property set to the ID of the Dynamics 365 account it’s linked to.


Troubleshooting

I encountered an error while connecting a Dynamics 365 account

Check that API Permissions are enabled for your account

The Dynamics 365 user account you're connecting to Front must have the API Enabled permission. To enable API permissions as an admin:

  1. Open the Dynamics 365 Business Central Administration tool. 
  2. Expand the OData Services tab, and select the Enable OData Services checkbox.
  3. Select the Enable API Services checkbox.

Ensure that the Front connected app is not blocked

As a Dynamics 365 admin, you'll need to ensure that the Front connected app isn't being blocked by your settings in Dynamics 365. 


Pricing

This feature is available on the Growth plan or above.

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