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Sync project invoices from Finance to Dataverse using Dual-Write

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Posted on by Baibhav Baidya

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We've a requirement to sync Project Invoices from Finance to Dataverse using Dual-Write. After reaching out to Microsoft support, they've suggested us to use Project Operations. However, Project Invoice details cannot be synced if there are existing records, we want to integrate our historical records as well. Do you have any suggestions on how to achieve this? Also, is there any possibility of having a sync from Project Invoices to Sales Invoices?

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Kevin Xia Microsoft Employee on at

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Sync project invoices from Finance to Dataverse using Dual-Write

Hi,

Depending on your description, you can choose to manually export data from the F&O system, convert it into the data format required by Dataverse, and then import it into Dataverse through a third-party tool or manually. Import existing data into dataverse first, and then consider synchronizing records from FO to dataverse.

Or you can use a custom development method to synchronize all history and in-progress records.

Best regards,

Kevin

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