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We are using Dynamics CRM and Dynamics AX on-premise versions. Currently we have 2 task schedulers created. One for creating/updating customer information from dynamics crm to dynamics AX. And another is for creating/updating orders from crm to AX. Now we are planning to move to Dynamics 365. Currently i have subscribed for one month trial version. My question is, as all in same framework now, do i need to write any code to transfer account and order data from dynamics 365 for sales to dynamics 365 for Finance? Shouldn't these data be automatically available in finance whatever I have created in sales?
The idea is currently using Flow to handle the data transfer and event trigger.
I do however believe that, as the DIEF has evolved in Operations to be an asynchronous integration platform, so too will the new "batch upload utility" in CRM evolve to be DIEFs equivalent.
That meaning that integrations for now must rely on Microsoft Flow, but in the future can be done through the import/export utilities.
Also... You should build it up so that data is staged through the Common Data Service (Formerly known as Common Data Model) to have a Master Data Management layer to your integration.
Thanks for the reply Fredrik. I was just exploring dynamics 365 for finance and I found following link. I have followed same steps in my trial version. It displays integration completed but data synchronization is not happening.
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