Skip to content

Business Mapping Setup

The Business Mapping Setup page in the Business Portals Add-In for Microsoft Dynamics 365 Business Central provides a configuration interface for defining business mappings. This setup is responsible for mapping your Web users to your Contacts, Vendors, Customers, etc.. Its an crucial step to set it up since its required for dataset assignment and will be used for order Processes.

When first accessed, the Business Mapping Setup page will be empty, with no predefined records(except a standard configuration was imported via the Import/Export Wizard). Users must define mappings for entities such as Contacts, Customers, and Vendors by adding new records and configuring their field associations. The Mappings will later be used to map specific Records to Customers, Vendors, Contacts and others, to the registered web users, its required for sign-in, orders and requests.

Setup default Business Mappings

  1. Open the Search on the top right corner
  2. Search for Buisness Portals - Business Mappings and open the page
  3. execute the Action Create Default Business Mapping

If you execute the action Create Default Business Mapping soma default configuration for the Business central standard will be created. Including a mapping for the Customer, Vendor, Contact, Contact Person.

Setup a custom Buisness Mapping

  1. Open the Search on the top right corner
  2. Search for Buisness Portals - Business Mappings and open the page
  3. Click on the "New" button to create a new mapping entry.
  4. In the empty row, enter a unique Code for the entity (e.g., CONTACT, CUSTOMER, VENDOR).
  5. After this you should configure the following fields, configure the following fields:
    • Required Mapping - the flag, defines if the mapping is required to be assigned to a webuser to have the posibillity to sign in.
    • Company Selection - the flag, defines if, when multiple records to a Business Mapping where found, to show them in the Company Selection. if this is not enabled or the Company Selection is in general turned off in the Module Setup the first found entry will be choosen and when signing in again the last used wil be choosen.
    • Required for assignment -
    • Table No. – Enter the Business Central table number that stores records for this entity.
    • Card Page No. – Specify the page number used for displaying entity details.
    • Popup Code – Define the code for popups displaying the information of the specific mapping, this will be shown in e.g. the Business partner.
    • Compact Popup Code – A more compact version of the popup displayed in various areas of the Business Portals Portal e.g. the basket

Info

To define a Pop-up, reference this documentation

Setup Metadatamapping

  • No. Field Name – Unique identifier for the entity, this field is required.
  • Name Field Name – Field that stores the contact or company name.
  • Email Field Name – Field for storing the email address.
  • First Name & Surname Fields – Separate fields for first and last name.
  • Phone No. & Mobile Phone No. Fields – Fields for phone numbers.
  • Language Field Name – Field indicating the preferred language.
  • Company Field Name – Field mapping for the associated company.

Adress handeling

If the Mapping requires address handling, configure the following:

For Delivery Addresses:

  • Delivery Address Table No. – Enter the table number for delivery addresses.
  • Delivery Address Popup Code – Define the popup for delivery addresses, e.g. displayed in the delivery selection of the Portal.
  • Compact Delivery Address Popup Code – A more compact version of the popup displayed in various areas of the Business Portals Portal e.g. the basket.

For Invoice Addresses:

  • Invoice Address Table No. – Enter the table number for invoice addresses.
  • Delivery Address Popup Code – Define the popup for invoice addresses, e.g. displayed in the invoicing selection of the Portal.
  • Compact Delivery Address Popup Code – A more compact version of the popup displayed in various areas of the Business Portals Portal e.g. the basket.

Filter

You can addittionaly filter the configured businessmapping and adresses, for e.g. to only get the adresses with a given flag.

See also