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Syncronize Accounts and Contacts across several instances

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Posted on by u_coordinator

In need of assistance in coming up with a solution.

CRM Online running 9.1(5825), ERP D365 FinOps(not interfaced).

Lets say i have several CRM Instances both of Sales and Customer Service. B2B market.

Several of these instances have sales activity and service activity towards the same external customers/vendors so across the CRM we have multiple duplicates.

I wish to have one Address book(or CRM instance?) across all instances for our Marketing Department to use and at the same time have "quality control" over the data entered.

If Contact 1 is entered in Company A and B i want to be able to edit(in case of erroneous input) this in my Master Record on top and synchronize it back to the CRM Instance it came from.

Anyone have any input/suggestions?

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David Jennaway 14,065 on at

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This is pretty hard to do effectively. You could build routines to synchronise the data, but there's no easy way to prevent or resolve duplicates across the different instances.

Instead, I'd strongly recommend having just the one CRM instance, and using business units and security roles to restrict access where necessary. What are the reasons for having multiple CRM instances ?

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u_coordinator 35 on at

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Thanks for your reply David.

The use of multiple instances is to avoid conflict of interests. It also seemed like the best idea at the time.

Imagine Company A selling a complete car, and Company B could sell the entire car or just a set of tires, that kind of structure.

Are there things i can do in terms of synchronizations towards D365 FinOps to battle this challenge?

And also, if i were to have only one instance:

1. Am i then able to separate Sales departments and their Leads/opportunity entirely?

2. Am i able to differentiate for example Case Parameters between Business Units?

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Byron Dittberner 235 on at

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Hi u_coordinator

there is a Flow function for just this purpose. (Single Subscription, Multiple Tenants).

Basically, select the source, then select the entity, then select the target and the same entity. of course, you would need to set your triggers which can be On Create or On Modify or On Demand.

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Hardik Upadhyay 17 on at

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I can suggest a crude way and not sure if this will be helpful.

But a custom workflow can be written on the account and contact entity of both the instances.

This will trigger the background sync when the record is created in any instance and sync it on other environment.

Pros: Duplicate check logic can be written in workflow logic.

Cons: If there is heavy data of contact or account created, it might have load on the background workflow.

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