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1. We cannot update the QB Id’s based on the name from QB to SF if the name contains special characters.

2. We cannot link any Object based on name if the name contains special characters.

Reason:

Salesforce does not allows to query the field name if it contains any special characters(‘,/,\) in it and hence we need to escape the special characters so that the respective field can be queried.

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Solution

1. Open the mapping and identify the field in QuickBooks which has to be linked and contains special character.

2. Pass the value of the field in the ESCAPESPECIALCHARACTER() function and save it.

Examples:

1. TLOOKUP("select Id from Account where Name='"+ESCAPESPECIALCHARACTER(VALUE("Name"))+"'")

2. LINK("Account","select Id,AccountId from Opportunity","Name",ESCAPESPECIALCHARACTER(VALUE("CustomerRef/FullName")),"Opportunity")

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1-First Login into your Microsoft Dynamics 365 CRM and then click on Settings.

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 2-Then in settings click Solutions options under customization.

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 3-Then solution package window will open where we need to click on Import option.

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4-Then Select Solution Package Pop up window will open. Here we need to Browse for the DBMSQB3.0 Manged solution file.

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5-Then after selecting the file click on next and it will start importing the package. Once the package is imported you can see the solution package installed as below image.

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