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Customer experience | Sales, Customer Insights,...
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Virtual Table Use Case

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Most of our data sits in a Azure SQL database. When there is a need to create a case, the minimum amount of data needed to create a Case should be pushed into D365 CE Customer Service. The entire lifecycle of the Case is then handled purely in Customer Service and data is never pushed back into Azure SQL.
 
Rather than using an API to push data into Dataverse, I think it makes sense to use Virtual Tables for anything unique in our Azure SQL database. For example, Customer Service does not have a concept of a "Application" record. Since the Application is what ties all the data about the applicant together and holds important identifying information outside of the standard Contact/Account records, I think this can just be a Virtual Table.
 
Where I'm not sure is how to handle overlapping tables. We have a Customer table in Azure SQL. Can you create a Virtual Table when a Customer table already exists in Dataverse? Is there a way to set up a sync between the two between let's say a limited set of four matching columns?
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  • André Arnaud de Calavon Profile Picture
    303,730 Super User 2026 Season 1 on at
    Hi Tezz233,

    The creation of a virtual table based on an Azure SQL table was a while ago for me. Depending on where and when exactly you use the data, you can indeed create virtual tables. Dataverse has an Account table. Customer Service is using that table for the customers. Records needs to be created in the Accounts table. In case you create a virtual table with your customers, that is possible. You can then use the Dataverse connector and security for integration or app purposes.
     
    I can't remember if you can select individual fields. One time, I used a view to be added as virtual table. In a view you can select a subset of columns. 
  • Suggested answer
    Diego Mancassola Profile Picture
    768 on at
    Hello, agree with André, you can create a virtual entity of your "external customers" on the same environment as CE where you have customers.
     
    To sync data, from external to you have to identify how do to.
     
    You have some options:
     
    * The simply way, if you have a trigger field (ToRead = 0) on cases table, you can build a power automate to read all records (to move) cases from external SQL an push on CE table updating or inserting customer based and other you need reading from virtual entity
     
    * Manually sync "what changed" data using power automate
     
    * Another way to sync data is to enable Virtual Entity to support Dataverse Events, than perform actions on data. Check it out: https://temmyraharjo.wordpress.com/2022/05/21/how-to-use-onexternalupdated-for-dataverse-virtual-entity/
     
    Let us know what do you thinking about it

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