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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Synchronise Dynamics 3...
Microsoft Dynamics CRM (Archived)
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Synchronise Dynamics 365 CE data in mulitple instances.

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Posted on by BiR 180

Designing a solution to synchronize data from a master Dynamics 365 CE instance, to various Dynamics 365 CE destination instances (having the same config & customizations).

Considering a following:

  • CDS
  • Custom solution via Azure stack, i.e., functionality to push data to Azure Service Bus (Topics)
  • Custom development via  SSIS

Please share your thoughts, other options available and if there are any useful links.

*This post is locked for comments

  • Tim Dutcher Profile Picture
    Tim Dutcher 2,100 on at

    Similar to what you described, one of my clients needed to periodically copy data from their main Dynamics 365 instance to multiple other instances. Based on their requirements, I decided to build the solution using Azure WebJobs, but Azure Functions would work fine as well. Here are some notes about the solution:

    • Run as Azure WebJobs on a schedule.
    • The "target" D365 instances are stored in a custom entity in the main D365 instance. The URL, login and secured/encrypted password is stored.
    • The WebJob queries that custom entity to determine the target D365 instances.
    • Another custom entity was used for special logging purposes. It showed last integration date, # of new/updated records, any errors, etc.

    Depending on your requirements, you might also be able to use Logic Apps or Microsoft Flow for this.

    -Tim

  • BiR Profile Picture
    BiR 180 on at

    Thanks for the reply Tim.

    Any thoughts on the CDS (Common Data Service). On paper it's existence is to help with these syncronisation scenarios.

  • Tim Dutcher Profile Picture
    Tim Dutcher 2,100 on at

    For the project I mentioned, the client wanted control and visibility over the data feeds to the other D365 instances, and they were already D365 users, so it made the most sense for us to store the integration settings and status details inside Dynamics.

    Also, in our case, the source and target entities across the D365 instances were the same, so it was easy to map the data across.

    I've mostly used the Common Data Service with PowerApps so far. I can think of several integrations I've built in the past, though, that I would likely build on top of CDS. In one case, I needed to sync data across four completely separate systems (custom ASP.NET apps, D365, SAP) and, although the integration is running fine (using mostly Scribe Online), using CDS likely would've made the project easier.

  • vinvinvin Profile Picture
    vinvinvin on at

    UP on this. im looking at CDS as well as the primary storage of Accounts & contacts master data for a tenant with multiple crm instances. But in the list of Data Integration templates, i cannot see a CDS <> CRM template. any thoughts? ty

  • BiR Profile Picture
    BiR 180 on at

    Any movement on the options available to establish this management, flow and synchronisation of data as thins have moved quite a bit since.

  • BiR Profile Picture
    BiR 180 on at

    Any movement on the options available to establish this management, flow and synchronisation of data as thins have moved quite a bit since.

  • Sander Daudey Profile Picture
    Sander Daudey 370 on at

    vinvin, do you have any updates on this one?

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