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Finance | Project Operations, Human Resources, ...
Suggested answer

How to configure dataverse in D365 for finance and operations

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Posted on by 3,002

Hi Team,

We need to configure dataverse in D365 for finance and operations(D365FO), for below actions.

1.  Once we configure dataverse in D365FO, we can see  the data in dataverse in power platform portal, in tables  - this contains data from D365FO

2.  We will build power apps such as model driven, canvas by referring dataverse of D365FO in power platform - this contains data from D365FO

Please guide us how to do this configuration..

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  • Suggested answer
    André Arnaud de Calavon Profile Picture
    299,576 Super User 2025 Season 2 on at
    RE: How to configure dataverse in D365 for finance and operations

    Hi Krishna,

    There are two options. You can find installation and configuration details in the documentation:

    1) Dual write Dual-write overview - Finance & Operations | Dynamics 365 | Microsoft Docs

    2) Virtual entities Virtual entities overview - Finance & Operations | Dynamics 365 | Microsoft Docs

  • krishna.rao@dax Profile Picture
    3,002 on at
    RE: How to configure dataverse in D365 for finance and operations

    thanks for the prompt response.

    We would like to go ahead with approach of Dual write.. please feel free to  share blogs/articles on these configuration  

  • krishna.rao@dax Profile Picture
    3,002 on at
    RE: How to configure dataverse in D365 for finance and operations

    While doing health check in D365FO, prompted below error

    '

    • Dataverse can connect to Finance and Operations apps
      Before you can enable dual-write, you must grant access to the apps to connect to each other.
      • ?App user with ID: 6f7d0213-62b1-43a8-b7f4-ff2bb8b7b452
      • ?App user with ID: 2e49aa60-1bd3-43b6-8ab6-03ada3d9f08b'\

      Please find below screenshot for reference..

         Dual-write-configuration-error.png

      Can someone please guide here,  how to fix this error..

  • krishna.rao@dax Profile Picture
    3,002 on at
    RE: How to configure dataverse in D365 for finance and operations

    the above issue has been fixed.

    While syncing data entity 'payment days' getting below error, I am not sure why , it's a standard entity by the way. noticed that it's happening for every entity.

    'Project validation failed. [DIPV1002] SourceEntitySchema: Payment days CDS has a primaryCompanyField set to DataAreaId and DestinationEntitySchema: msdyn_paymentdays doesn't have primary company field set. Dual-write only supports mapping between cross-company entities or company-specific entities from both sides.'

    find below screenshot for the reference.

      Payment-days-sync-issue.PNG

    Can anyone please guide here..

  • André Arnaud de Calavon Profile Picture
    299,576 Super User 2025 Season 2 on at
    RE: How to configure dataverse in D365 for finance and operations

    Hi Krishna,

    If you have issues on standard entities, I would suggest to check if you have setup the Companies in Dataverse/Dynamics 365 CE: docs.microsoft.com/.../company-data

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