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Finance | Project Operations, Human Resources, ...
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Dual Write: Not able to see records in F&O when we do initial sync

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Posted on by 266

Hi Everyone, I have successfully installed the Dual write core and orchestration and all health checks also passed. Here my concern is, When am doing initial sync, the records coming  from F&O am able to see in CRM but vice versa am not able to do. And no errors am facing, as i have checked in initial sync details also. May i know what might be the problem. And am not using trial version anywhere. 

Thanks in advance.

With Regards

Dishen

I have the same question (0)
  • Rafia Mohammed Profile Picture
    266 on at

    Am still waiting for the reply

  • MATTGUO Profile Picture
    22,349 Moderator on at

    Moved to Finance forum.

  • André Arnaud de Calavon Profile Picture
    300,911 Super User 2025 Season 2 on at

    Hi Dishen,

    Can you check if the records in CRM do have the company field filled and if the company is the correct one? For some guidance, you can also read the next documentation page: Initialize company data - Finance & Operations | Dynamics 365 | Microsoft Docs

  • Rafia Mohammed Profile Picture
    266 on at

    Hello André Arnaud de Calavon,

    Yes, The company field is not filled for CRM  records. For that reason only am not able to see the CRM records in F&O?

  • Verified answer
    André Arnaud de Calavon Profile Picture
    300,911 Super User 2025 Season 2 on at

    Hi Dishen,

    That is correct. F&O is having a company concept which was now also introduced in CE to be able to know in which legal entity the records should be written. When it is empty, it doesn't know in which legal entity the record belongs.

  • Rafia Mohammed Profile Picture
    266 on at

    Hello André Arnaud de Calavon,

    Then what will be the resolution for this? If you have any idea please let me know.

  • André Arnaud de Calavon Profile Picture
    300,911 Super User 2025 Season 2 on at

    Hi Dishen,

    Did you read the documentation about initializing company data as mentioned above?

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