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Best Practise on Dual Write Setup

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Posted on by AC-07101032-0

Dear all,

I would like to ask you help in managing these two scenarios about the Dual Write configuration, seems that neither MS is finding out the correct answer:

1) When we start a new initial sincronization, Sales Quotation Headers are shared from D365 F&O to CRM. The issue is that, for Quote in status "Sent" or "Won", Sales Quotations Lines are not shared to CRM (seems that in CRM the header has status = "Active" and will not allow any updates, so no lines are updated).

The problem is that in D365 F&O, if a Quote "Sent" or "Won" or if a Sales Order linked to a Quote are updated, there is an error that state that dual write can't find Sales Quotation Lines in CRM.

Do you have any suggestion on how to make the initial sync for all Sales Quotation Lines? Also the one linked to Sales Quotation Header "Sent" or "Won"?

2) When we Go-Live a new company on Dynamics CRM (already live on D365 F&O), we have to stop all dual write interfaces in order to make the first data sincronization of the new company. This action is taking around 8-10 hours and, of course, during this time all existing company in CRM cannot make their business as all interfaces are in "STOP" status and record created\updated will never be recovered.

This is causing of course a business discomfort because interfaces are shut down for several hours. The workaround is to make the new activiation during night time.

Are we managing this in the wrong way or is this the only solution available?

Thanks in advance for your help and attention, hope my questions are clear enough.

Have a nice day,

Andrea

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André Arnaud de Cal... 303,105 Super User 2026 Season 1 on at

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Hi Andrea,

In future, please create a post per distinct question. We can then track per question the status. Now when responding to either one of your questions, the thread can become unwieldy to follow.

I will try to help.

1. You mentioned that DualWrite can't find the quotation line, where an added screenshot is mentioning that a record is not editable. In case it can't find the quotation line, then the key mappings are incorrect. In case it is about having a record not editable, then it can be related to a particular status of the record or the parent.

2. You can skip the initial sync in case you ensure that you import the quotations in Dynamics 365 Sales and the key fields are in sync.

Another question for you. Are you sure you want to have quotations in both Dynamics 365 Sales and Dynamics 365 F&O? What is the business reason for this?

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AC-07101032-0 34 on at

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Thanks a lot for your answer!
Apologize my late reply and if i mixed two questions in same topic, I thought they were related.

1) Yes, the problem is that as soon as we synchronize the Quote Headers from F&O to CRM, many are imported in CRM in "Active" status (if in D365 they are "Sent" or "Won").
Quotes in "Active" status, do not allow any update in CRM, so the initial synch on Quote Lines will fail for those Quotes that are "Active".

As soon as in D365 F&O the sales team works on that Quote or on a Sales Order linked to that Quote, we get the error that "The parent is not editable". Which means that the system can't share the line to CRM because of "Active" Status.

Furthermore, this is the reason why we have to sync all quotations. This will prevent errors in F&O.

2) Could you please better explain this? How about all the other entities? We need to shut everything down and make initial sync during night time.

Thanks,
Andrea

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André Arnaud de Cal... 303,105 Super User 2026 Season 1 on at

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Hi Andrea,

For the second question, you can use import tools to import the data in CRM without using the initial sync option. If you then ensure the correct F&O quotation ID is provided in CRM, the initial sync is not required. You can then directly start dual write.

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Navneeth Nagrajan 2,495 Super User 2026 Season 1 on at

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Hi Andrea,

1. Answer to First Question (Quotation status between FO and CRM):

Based on implementation experience with combo boxes/drop downs in Dual write the best approach would be to convert the drop down into a string value using custom code in D365 FO and then have the equivalent converted in CRM. As Andre mentioned, you will need to get the mapping right. Either have a Quote In status Sent or won (Enum Values in D365 FO) in CRM which is an easier approach or else have a type conversion in D365 FO where Sent or Won is converted to Active or Won and then send Active or Won values to CRM. Having the equivalent of F&O in CRM would be easier to manage.

2. Answer to Second question (Go-Live for New Company):

Some recommended approaches would be:

1. Create a legal entity in D365 FO and map it with the cdm_company entity in Dataverse.

2. In dual write setup, add the new company to the company filters for relevant mapping. Dual-write follows company contexts so only the new data company will sync.

3. Run intial sync on affected maps. This doesn't need pausing of interfaces etc, only pausing and resuming specific maps if needed for dependencies (if any). Dual write pause and sync in D365 FO should help.

4. Monitor the initial sync details tab for errors, if any.

5. Other recommendations include in case of large data volumes is to migrate data through Data Management export (DMF export) in D365 FO, import to Dataverse using dataflows and enable live sync. This avoids overloading the system and reduces runtime to minutes rather than hours.

6. There is a Dual write async process which is in preview mode that decouples synchronization from live transactions, potentially allowing inital sync on the background without blocking. Its in FO but not Generally available yet. You can try this approach in the test environment or on a test instance for the time being.

References:

https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/dual-write/initial-sync-guidance

Hope this helps. Happy to answer questions, if any.

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