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Customer experience | Sales, Customer Insights,...
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Using same contacts and accounts across Dynamics 365 modules and environments

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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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  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    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.

  • Suggested answer
    Naveen Ganeshe Profile Picture
    3,397 User Group Leader on at

    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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