We have configured DualWrite for CRM Account to > F&O Customers. Our client is using F&O from long time and CRM from recent days, what we wants that some records which exists in F&O needs to be created in CRM. If he try to create record manually in CRM then Dualwrite create duplicate record in F&O . Please help what solution can be provided
Hi! For this purpose, you could use the "Initial Sync" feature when enabling the map. This feature makes sure that before enabling the integration, pre-existing records are synced across the two applications. If your dataset in F&O is too big to do this, you can also import the existing records in CE before enabling the DW map. In this case, you need to make sure that the CE records have the same values in the integration key fields than the ones in F&O. For Customers for example, this will be the combination of Legal Entity (Company) and the account number (CustAccount). If you wish to create the records manual in CRM, the same principle goes: make sure that the integration key fields (account number + company) have the same value as the F&O fields.
Hi Tino! As it says in the system requirements for Dual Write, it's required that F&O and CE are deployed in the same MS Azure datacenter - this rules out the possibility of using an on-premise F&O. You can read more about this on learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/dual-write/dual-write-system-req Hope this helps!
@@CegekaBusinessSolutions Thank you for your quick response! Unfortunately all the integration methods seem to involve cloud installations, which is why we're having a little trouble finding a solution that can be used to integrate an on-prem F&O with a cloud CE.
Can you make a video regarding
how to integrate dynamics 365 finance and operation with CRM CE of sales quotation
Yes, thanks for the suggestion!
Feel free to leave your thoughts in the comment section! 💭💭
Check out the entire series here: th-cam.com/play/PLdW2a9-HXy7GCNxbJNzTBAo9vaeBWyYPD.html
We have configured DualWrite for CRM Account to > F&O Customers. Our client is using F&O from long time and CRM from recent days, what we wants that some records which exists in F&O needs to be created in CRM. If he try to create record manually in CRM then Dualwrite create duplicate record in F&O . Please help what solution can be provided
Hi! For this purpose, you could use the "Initial Sync" feature when enabling the map. This feature makes sure that before enabling the integration, pre-existing records are synced across the two applications.
If your dataset in F&O is too big to do this, you can also import the existing records in CE before enabling the DW map. In this case, you need to make sure that the CE records have the same values in the integration key fields than the ones in F&O. For Customers for example, this will be the combination of Legal Entity (Company) and the account number (CustAccount).
If you wish to create the records manual in CRM, the same principle goes: make sure that the integration key fields (account number + company) have the same value as the F&O fields.
"Dual Write works on all cloud versions". But what if the D365FO is on-premise?
Hi Tino! As it says in the system requirements for Dual Write, it's required that F&O and CE are deployed in the same MS Azure datacenter - this rules out the possibility of using an on-premise F&O. You can read more about this on learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/dual-write/dual-write-system-req Hope this helps!
@@CegekaBusinessSolutions Thank you for your quick response! Unfortunately all the integration methods seem to involve cloud installations, which is why we're having a little trouble finding a solution that can be used to integrate an on-prem F&O with a cloud CE.
Yes that is a challenging search indeed, good luck!! 👍