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Dynamics 365 ERP - Development

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Aug 6, 2024

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  • DualWrite implementation between Dynamics 365 Finance and Operations (FnO) and Dynamics 365 Customer Engagement (CE) is being worked on.
  • The goal is to sync Quotes generated in CE to FnO, involving entities like Vendors V2 and Released Products.
  • Vendors were successfully synced initially, but Released Products syncing failed due to missing Vendors.
  • Internal Vendors within the same FnO instance were not synced as they are of type LegalEntity, not Organizations.
  • Modifications were made to the filter in DualWrite to include Internal Vendors as LegalEntity.
  • An additional line was added to the transform rule to address the missing Vendors issue.
  • After re-syncing Vendors and making necessary adjustments, Products were successfully synced between CE and FnO.
  • The process of syncing Quotes from CE to FnO was completed successfully after resolving the Vendors syncing issue.

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