Integration between D365 FinOps & D365 for sales

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Posted on by Community Member Microsoft Employee

Hi There

if any one has worked on the integration between D365 FinOps & D365 CE (sales) for Pricing

Our client has trade agreements in D365 FinOps. which they use for sales quotations & sales orders in FinOPs.

Now the quotes will be generated from D365 from sales. and the pricing has to be sent from 365 FinOps to D365 fpr sales.

it has to be same pricing in both systems, as D365 Sales will be used for quotes & FinOps will be used for direct orders.

but the structure of trade agreements in FinOps is different from Price lists in D365 for Sales.

Can someone please share his/her experience on this integration.

many thanks

Aarti

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Data Integration

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Weaveriski 23,616 on at

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RE: Integration between D365 FinOps & D365 for sales

We wrote an API to call the TA price from the quote/order in CE. This was a while ago, I would look at Dual Write but the pricing is so significant different that having any complex pricing beyond item level in FO means you cannot do it out of the box.
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Pedro Tornich 955 on at

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RE: Integration between D365 FinOps & D365 for sales

Microsoft recently added support for business events on D365FO:

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/business-events/home-page

You could use this to trigger a Logic App every time the price changes. You will probably need a custom business event for this to be triggered when the trade agreement journal is posted.

I worked on a project a while ago where we used Logic Apps to send some information from D365FO to D365Sales and it was really straight forward.
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Pete Alberts 3,542 on at

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RE: Integration between D365 FinOps & D365 for sales

You will have to decide what and how the data is integrated. After that you can develop a data entity that provides the specified requirement. Some data might be ignored and some data might be converted or processed in order to integrate. It will probably consist of some extensive querying.

This mismatch in structures is not new. For example - customers in FO have a primary address and addresses. CE has 2 addresses: delivery and invoice (as far as I can remember - under correction). To integrate that, MS used Customer Address Roles to be able to expose a single delivery address and a single invoice address. You can take a look at CustCustomerV3Entity - that is where the magic is done.
Sukrut Parab 71,656 Moderator on at

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RE: Integration between D365 FinOps & D365 for sales

Did you check dual write functionality which is in preview ? If any out of the box entity mapping is present in fin and ops for trade agreements you can export it to your CDS environment and map it to price list in sales.

Check below link to learn more about dual write -

powerapps.microsoft.com/.../

Also look at below link

https://docs.microsoft.com/en-us/power-platform/admin/data-integrator

Integration between D365 FinOps & D365 for sales

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