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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... D365 CE - F&O Inte...

Customer experience | Sales, Customer Insights,...

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D365 CE - F&O Integration

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Posted on by Shankark

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Hi There,

When considering CE-F&O integration, where does the line fall in the sales process? Once the opportunity is closed-won in CE, do we create the sales order in CE or F&O? If we choose to create SO in F&O, how do we automate from the opportunity pipeline data in CE?

Is there a full list if checklist for CE - F&O integration for all entities?

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Kazuma Nagayoshi Microsoft Employee on at

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Hi

When setting Dual Write on the FO side, by reading this document, you can know the rules for which entity of CE and mapping.

https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/dual-write/enable-entity-map

If you don't like the default mapping or want to map a custom entity, I think the following documentation will help you!

https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/dual-write/customizing-mappings

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