Personalized Community is here!
Quickly customize your community to find the content you seek.
Check out the latest Sales updates!Learn about the key capabilities and features of Dynamics 365 Sales and experience some of the new features.
Download overview guide | Watch Sales video
2021 Release Wave 2Discover the latest updates and new features releasing from October 2021 through March 2022.
2021 release wave 2 plan
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Community | FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
We have an ERP and Project Management system that our team uses to manage proposals. We sync the proposals to CRM (read only) but often they would like to hop into CRM to add an activity to the proposal record. We would like to add a hyperlink from our ERP/PM system to the particular record in CRM so the notes/activities can be added. Although we have the proposal records in CRM, we do not sync any data back from CRM to our ERP/PM system, so we do not store the GUID anywhere outside of CRM. We do have a unique identifier on both systems that can be used to match them up. Any idea how this can be accomplished? Thanks!
Please refer to the following documentation to know about Dual-write feature, which is an out-of-box infrastructure that provides near-real-time interaction between customer engagement apps and Finance and Operations apps.
Dual-write overview - Finance & Operations | Dynamics 365 | Microsoft Docs
Business Applications communities