Microsoft Dynamics 365 | Integration, Dataverse...

Dual-write for Customer Price Groups from Finance & Operations

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Posted on by JB-27010340-0

Hi,

Could somebody please help me get prices from the D365 FinOps Customer Price Groups to put them into price lists in D365 Sales / CRM?

Thanks,

Jacob

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Dynamics 365 general

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Daivat Vartak (v-9d... 7,835 Super User 2025 Season 2 on at

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Moving the question to the appropriate group "Microsoft Dynamics 365 | Integration, Dataverse, and general topics"

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ArchitectMadhan 458 on at

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Hi,

To transfer prices from Dynamics 365 Finance and Operations (D365 FinOps) Customer Price Groups to Dynamics 365 Sales (CRM), you can use the Dual-write feature, which provides real-time data synchronization between the two systems. Here’s a step-by-step guide to help you set this up:

Enable Dual-write:

Ensure that Dual-write is enabled in both D365 FinOps and D365 Sales. This feature allows seamless data integration between the two applications.

Configure Dual-write:

Navigate to the Dual-write setup in D365 FinOps.

Select the entities you want to synchronize. In this case, you’ll need to select the Customer Price Groups entity from D365 FinOps and the Price List entity from D365 Sales.

Map the Fields:

Map the relevant fields between the Customer Price Groups in D365 FinOps and the Price List in D365 Sales. Ensure that all necessary fields, such as price, currency, and customer group, are correctly mapped.

Set Up Data Integration Projects:

Create data integration projects to manage the synchronization process. This involves defining the data flow and scheduling the synchronization frequency.

Test the Integration:

Before going live, test the integration to ensure that the prices are correctly transferred from D365 FinOps to D365 Sales. Verify that the data is accurate and that the synchronization process works as expected.

Monitor and Maintain:

Regularly monitor the integration to ensure it continues to function correctly. Address any issues that arise promptly to maintain data integrity.

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northerncrm 4 on at

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Can you confirm the name of the entity on the FinOps side? I don't see "Customer Price Groups" but I see Price Customer Groups.

The problem with this entity is I don't see a currency field on the finops side to map to. Furthermore, this seems to only create the price list header, but not the price list items (i.e. productpricelevel enitity on the CRM side).

Recently been implementing Dual Write and wanted to accomplish price list integration as well. Appreciate any help you can provide!

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