Product mappings (Dynamics)

Product mapping lets you choose where Oneflow gets product information from Dynamics 365 and how that information appears in your contracts.

Product mapping options

There are two types of product mapping:

• Sales module products: If you create contracts from an opportunity or quote, Oneflow automatically uses the corresponding Opportunity Product or Quote Product source. You can choose a different product source if needed.
• Custom products: Use a custom product source configured in your Dynamics environment.

Getting Started

1. In Dynamics 365, open the Oneflow Administration app.

   

2. Open Setup entities and select the entity you want to configure from the Configure entities list.

3. In the Entity configuration panel, open the Products tab.

   

4. Turn on Transfer products to transfer and sync products with Oneflow.

   If the toggle is off, products are not transferred or synced, and you will see Product transfer is disabled. You can still configure product tables and mappings while it is off. The toggle is saved automatically.

   

5. Select the source of your product information from the first dropdown.

   

The list shows eligible product entities linked to the entity you are configuring. Activity and business process flow entities are not included. System entities are also excluded: an eligible entity must be customizable, not private, available in advanced find, and allow new fields and forms.

Below the product source, you can expand these sections:

• Product table configuration: Choose which Oneflow product table receives each group of Dynamics products.

• Product mapping and sync settings: Choose which product fields to transfer and how they sync.

  

Configure product fields

In Product mapping and sync settings, use the table to match Dynamics fields to Oneflow product table fields:

• Dynamics field: The source of the product information. You can map each Dynamics field only once.
• Oneflow field: The product table field that receives the information.

• Sync direction: Choose Sync once, Dynamics to Oneflow, or Two-way sync. The available options depend on the field. See Two-way sync for products (Dynamics 365) for details.

  

An icon at the end of a row indicates linked fields. Changing the sync direction for one linked field also changes it for the others.

When you are finished, click Save mapping. If you mapped the same Dynamics field more than once, fix the duplicate before saving.

Sales module product mappings

For Opportunity Product and Quote Product, most mappings are fixed to support Dynamics pricing and discount calculations. You can remap Name and Description to other Dynamics fields.

Oneflow also uses discount, tax, and freight information from the opportunity or quote. You can view these settings under Discount mapping, Tax mapping, and Freight mapping, but you cannot change them here.

Custom product mappings

For a custom product source, Oneflow gets product information from the selected Dynamics entity. You can choose which Dynamics fields map to the corresponding fields in the Oneflow product table.

For Price1 and Price2, you can choose either Discount Percent or Discount Amount.

When you switch discount type, your selected Dynamics field and sync direction apply to the new type.

Configure product ordering and template overwrite

In Product ordering and template overwrite, you can:

• Select Order products by to choose the field that determines the order of products in the contract.

• Turn on Overwrite template products to replace the template’s existing products with products from Dynamics when you create a contract.

  

  

Configure product tables

If your Oneflow template has more than one product table, use Product table configuration to choose which Dynamics products go into each table.

1. Click Configure new template.

   

2. Select the Oneflow workspace and Oneflow template.

   

3. Under Grouping products by column, choose a field such as Category or Product Family. This lets you assign products to tables based on that field’s value.

   

   

4. Under Assign values to product tables, open each table and select the values to send to it. For example, assign “Services” to your services table.

   

5. Optionally, turn on Set as default table for one table. Products with a missing or unassigned value go to this table. If you do not set a default table, those products are not transferred.

   

   

6. Click Save.

Your configured templates appear in the list with their workspace, grouping field, tables, and default table. Click Update to edit or delete a configuration. If a product table is removed from a template, the configuration is marked and you are prompted to update the mapping.

Limitations

• Your contract template must have at least one product table. If it has more than one, you must configure product table mapping; otherwise, products will not be transferred.
• Product fields can only be mapped to compatible Dynamics field types:
  • Quantity: Decimal, Integer, BigInt, or Double
  • Price: Money
  • Discount Amount: Money
  • Discount Percent: Decimal or Double
  • Description: String or Memo
  • Name: String or Memo