When clients need the data from Dynamics 365 Finance and Operations and their CRM in unity, the new D365 Dual Write functionality is the obvious option. This out-of-the-box infrastructure enables smooth interactions between ERP and CRM apps via the bidirectional interface between Dynamics 365 Finance and Operations and the Common Data Service.
Changes made in Dynamics F&O or CE are automatically reflected in both systems via dual-write, maintaining data consistency and reducing the need for human data entry and reconciliation. In this post, we will examine the obstacles these clients experience and offer suggestions to help you navigate the process.
Common Challenges & Solutions of D365 Dual Write
Before you start working on the Dynamics 365 Dual Write data integrator process and face disappointment, understand the challenges so you can apply better tips to overcome them.
- Initial Sync Limitations
Dual Write only supports 10 lookups per table from the Dataverse side during the initial sync of the Master data for bi-directional flow between Dynamics 365 CRM and FnO.
Solution:
It throws an error if we need to do an initial synchronisation for more than ten lookups. Instead, it should complete the synchronisation in batches by starting with the first ten lookups, removing the old synchronised ones, adding a new lookup in the same table, and resuming the incremental push.
- Enabling Solution Issue and Missing File
When you enable dual write between Project Operations & Finance and Operations (FnO), useful solutions are not always available in the instance.
Solution:
To address this issue, you will need to request the necessary cab files from the PG team and then wait for them to install the solutions in my environment. The same is true when it is not present in a certain place.
- Billing Rule Error
Even after generating a project contract, an error occurs, indicating that the billing rule is either missing or has not been amended in the contract line.
According to the instructions, the synchronisation procedure from Purchase Order (PO) to Finance and Operations (FnO) should construct the contract and associated lines while automatically creating billing rules.
Solution:
To remedy this issue, it is recommended that any problems in the synchronization process with the billing rule properly defined for the contract line be investigated and resolved.
- Table Version Mismatch
CRM Dual Write integration also faces some challenges due to version incompatibilities for custom tables as well. For example, it causes issues with quotes and sales orders, blocking bidirectional data flow.
Solution:
You can resolve this issue by correcting Out-of-the-Box table maps, assuring version alignment, and validating data values for smooth integration. Disc discrepancies must be resolved in CRM, Finance, and activities to extend seamless bidirectional activities beyond accounts.
Benefits of D365 Dual Write
Data integration between Microsoft Dynamics 365 applications is achieved by dual-write. This strong framework connects settings and enables various business processes to collaborate. Here are the primary reasons why you should employ dual-write:
- Dual-write connectivity allows for strongly connected, near-real-time, bidirectional integration of financial and operational apps with customer interaction apps. With this integration, Microsoft Dynamics 365 becomes the one-stop shop for all your business solutions. Due to Dynamics 365's dual-write capability, customers who currently use non-Microsoft CRM solutions but utilise Dynamics 365 Finance and Dynamics 365 Supply Chain Management are switching to Dynamics 365.
- Real-time data synchronisation is one of Dual Write's major advantages. Changes made in one application are automatically reflected in the other, minimising the need for manual data entry and lowering the likelihood of data conflicts. This real-time connectivity provides sales teams with the most up-to-date order and inventory information, allowing them to make informed decisions and provide excellent customer support.
- Your teams may now share data via streamlined interfaces geared to each dep12/artment. This is significantly easier than having your sales team enter customer 12data into a finance-specific interface.
- Dual-write allows both online and offline modes. Microsoft is the only company that supports both online and offline modes.
Tips for Dealing with the Above and Other Issues with Dual Write Dynamics 365
The above issues and challenges are just a few of the issues some clients face. However, there are some other issues, too. But you can resolve them by following the tips below:
Data in Dynamics 365 Finance and Operations (F&O) and Dynamics 365 Customer Engagement (CE) must be checked regularly to guarantee accuracy and consistency. This could include looking for missing or erroneous data and finding any potential data conflicts between the two systems.
Regularly check the data flow between Dynamics F&O and CE to ensure that data is provided and received correctly. This may entail analysing event logs and data transfer reports, as well as establishing alerts or notifications for any problems that develop.
Constantly test data updates in both systems to ensure that changes are properly reflected. This may entail testing the generation and update of records, as well as any custom procedures or workflows in place.
Dual-write is intended to work with Dynamics F&O and CE standard capabilities; nevertheless, system customisations and extensions may impact the integration. Regularly examine and maintain any customisations to verify that they are dual-write compatible and do not affect data consistency.
Keep track of any upgrades or modifications to Dynamics F&O and CE, as well as the dual-write capability, to ensure that the integration continues to function properly.
Bottom line
Dual-write infrastructure is undoubtedly a useful technique for exchanging data between apps. When it comes to seamless data transfer between Finance and Operations and your CRM, follow the recommendations and solutions above to save time and effort.
If you require professional support for even better navigation, you can always get it. So, reach out to DHRP professionals and embark on the journey together.
