Hello,
I am working on the synchronization process between BC & our D365 Sales Module to sync Accounts from Dataverse to BC and vice versa.
I started with setting up the dataverse connection setup and I was able to achieve that by following the below doc:
docs.microsoft.com/.../admin-how-to-set-up-a-dynamics-crm-connection
The main requirement that I want to achieve is the below:
- If an account was created in Dataverse, after the Job queue is executed on the customer table I want that account to be created in BC automatically and vice versa If I created an account on BC I want this account to be created automatically in dataverse.
- For the existing accounts I want BC to handle the coupling and not do setup anything manually. Example: If I imported 100k accounts to BC and these data should be synced to dataverse I don't want to do manual coupling for all the records.
- If an account was deleted from BC it should also be deleted from dataverse and vice versa.
What is the configuration that should be done to achieve these requirements based on what's included as OOB?
Can someone provide an example, documentation or a blog post, or a video to meet the above requirements?
Any help is highly appreciated.
Best regards,
EBMRay
