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Using same contacts and accounts across Dynamics 365 modules and environments

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Posted on by Brendaama

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Hello

We have two existing modules (Customer service A and marketing) in one dynamics 365 environment and two newly created customer service modules (B& C)in different environments with 2 distinct dataverse. The first two modules (Customer service A and marketing) share the same contacts and Accounts and dataverse.

We would like the two newly created customer service modules B&C to share the same contacts and accounts with the two existing modules i.e. the contacts and accounts entity should be synchronized across the various environments and modules.

Is this possible please and if yes, how?

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Naveen Ganeshe 3,393 User Group Leader on at

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RE: Using same contacts and accounts across Dynamics 365 modules and environments

Hello Brendaama,

Please take a look at this documentation and thread for your scenario: community.dynamics.com/.../1103179

learn.microsoft.com/.../data-integrator

It might be helpful
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a33ik 84,323 Most Valuable Professional on at

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RE: Using same contacts and accounts across Dynamics 365 modules and environments

Hello,

I believe the only way is to implement sync between your 2 environments and there is a plenty of options to do that - plugins/SSIS/Power Automate/Logic Apps.

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