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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Synchronize contacts b...
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Synchronize contacts between 2 environments

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Posted on by Sajtrs 20

Hello,

We are trying to synchronize contacts from one environment to another in Dynamics CRM on a regular basis.

Is this possible? I tried data flow in PowerApps in target environment, but I don't know how to connect from this environment to the source environment.

If anyone has and example, I would appreciate it.

Thanks for the advice.

  • Sajtrs Profile Picture
    Sajtrs 20 on at
    RE: Synchronize contacts between 2 environments

    Thanks, that should be it.

    But there is no way to map an owner of the record. How should I do that? I don't se an owner field. Also I tried to create new lookup field with systemusers but I am still getting error.

    Thanks.

  • Suggested answer
    Shahryar Sultan Profile Picture
    Shahryar Sultan on at
    RE: Synchronize contacts between 2 environments

    Yes, it is possible to synchronize contacts from one Dynamics CRM environment to another on a regular basis. One way to accomplish this is by using the Power Platform's Dataflows feature to extract the data from the source environment and load it into the target environment.

    To connect from the target environment to the source environment, you will need to create a data source in your dataflow that points to the source environment. Here's an example of how to do this:

    1. Open the Power Platform Admin Center in your target environment.
    2. Navigate to the "Dataflows" tab.
    3. Click the "New" button to create a new dataflow.
    4. In the dataflow designer, click the "Add new entity" button to select the entity that you want to synchronize (in this case, the "Contact" entity).
    5. In the "Source" tab, click the "Add data source" button.
    6. Select "Dynamics 365" as the data source type.
    7. Click the "Sign in" button to sign in to your source environment.
    8. Select the source environment and specify the authentication method (either "OAuth2" or "Username and password").
    9. Select the entity you want to synchronize (in this case, the "Contact" entity).
    10. Specify any filters or transformations that you want to apply to the data.
    11. Click the "Next" button to preview the data.
    12. In the "Target" tab, select the target environment and entity (in this case, the "Contact" entity).
    13. Map the source fields to the target fields.
    14. Click the "Create dataflow" button to save the dataflow.

    Once you have created the dataflow, you can run it on a regular basis (e.g., daily) to synchronize the contacts from the source environment to the target environment. You can also configure the dataflow to only synchronize records that have changed since the last run, to minimize the amount of data that needs to be transferred.

    Note that you will need to have the appropriate permissions and licenses to access both the source and target environments, and that the synchronization process may be affected by any customizations or extensions that you have made to the Contact entity.

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