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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Best way to share acco...
Service | Customer Service, Contact Center, Fie...
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Best way to share accounts data across 2 tenants

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Posted on by Soha Nasr Soska 25

Dears,

We are 2 different vendors working on 2 different tenants and we are both using Field Service. The client now want us to merge our work in one tenant!!.

From his point of view, we are integrating with another system to sync the Accounts data which is more than 400,000 record. So, he doesn't want us to do that on both tenants.  

Is there a way for us to use a shared accounts data and do the integration from one place? If not, how can we merge our tenants with least damage.

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  • Suggested answer
    PerezAguiar Profile Picture
    PerezAguiar Microsoft Employee on at

    Hey Soha.

    I think more information is needed.  I understand each vendor has their own CRM Environment with its data, and what you're doing is using a third piece that will sync Accounts.  From here, you can do the following

    - You can migrate a CRM Environment from one tenant to another, as documented on learn.microsoft.com/.../move-environment-tenant.  This will allow you to have 2 environments but on the same tenant.

    - You can export the data from one of the CRM Environments and import it into the other tenant&Environment.  This will consolidate all data into one environment

    Finally, in order to allow users from one tenant into the other, there are a couple interesting approaches:

    - On one of the tenants, create "Guest accounts" for the other vendor.  THis will allow them to access into the environment

    - Similar to the previous one, using B2B

    learn.microsoft.com/.../invite-users-azure-active-directory-b2b-collaboration

    Regards,

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