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I'm trying to map the Record ID field with a field in CRM Dynamics 365 called "Contact Record". For some reason, I can't seem to find the Record ID field. It's not a custom field but rather an Out of the box field.
The record id field is a field we're not able to expose in field mappings - the way our sync engine works makes it behave too unreliably for now, so we want to fix that before giving it as a field mapping. That's the only reason. If you get the ID field to show up through some workflow in another text field, and then map that, that'll work.
If the sync engine is "unreliable" using the naitive Record ID field will it be any more reliable syncing a copy of the field updated through a workflow?
Awesome, this makes sense to me. Follow-up question, if a field in my CRM Dynamics 365 is a dropdown list and the field I'm trying to map in Hubspot is a text field, I can't map those. Is there a reason why I can't atleast see the dropdown field in the field choices ? I would assume I would still see it but be grayed out or unavailable once I try to map it to another field type.
"The reason you are not able to map these fields is that the system can’t map two drop-down fields (more on this here). This is due to a limitation of our data sync integration engine, so it won't work on any data sync integration.
You can see which mapping possibilities are possible here.
As a workaround at the moment, you can map a drop-down field towards a single text field but it will be restricted to a single direction sync (from drop-down to a single text field)."
I also wanted to share this related feature request in our Ideas Forum where a member of our product team, @WinnieHien shares some exciting news!
"HUGE RELEASE! Dropdown sync LITE is now live for Dynamics. We’re collecting feedback now, with a bigger announcement planned in a couple of weeks.
If you want to learn more about the feature and how to set-up two-way sync, check out this FAQ doc.
Send any feedback you have our way! DMs or comments on this thread are welcome."
I would recommend commenting on the idea or DM'ing Winnie with your feedback regarding this update.
Let me know if you have any questions 🙂
Best, Kristen
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The record id field is a field we're not able to expose in field mappings - the way our sync engine works makes it behave too unreliably for now, so we want to fix that before giving it as a field mapping. That's the only reason. If you get the ID field to show up through some workflow in another text field, and then map that, that'll work.