How to synchronize contacts between D365 BC and D365 Customer Service

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Posted on by SebSeb

Hi,

We use D365 BC cloud.

We purchased a D365 Customer Service license. We created a Customer Service Pro environnement on Power Platform.

Customer Service works.

Now, we want sync D365 BC contacts in Customer Service. how to do this?

Thank you for your kind reply,

Seb

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Naveen Ganeshe 3,397 User Group Leader on at

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Hi Seb,

There are a few different ways to synchronize contacts between D365 BC and D365 CS. Here are some options:

Dataverse Connector: This is a built-in feature of Dynamics 365 that allows you to connect and synchronize data between different Dynamics 365 apps. You can use this to connect D365 BC and D365 CS, and then configure the synchronization settings to ensure that contacts are synced between the two systems.
Please take a look at this link: https://learn.microsoft.com/en-us/dynamics365/business-central/admin-common-data-service

Power Automate: You can use Power Automate to create a flow that syncs contacts between D365 BC and D365 CS. You can use the Dynamics 365 connectors to connect to the two systems, and then use the "Create Record" action to create new contacts in D365 CS when a contact is created or updated in D365 BC.

Azure Data Factory: Azure Data Factory is a cloud-based data integration service that can be used to synchronize data between different systems, including Dynamics 365. You can create a pipeline that pulls data from D365 BC and pushes it to D365 CS, ensuring that contacts are synced between the two systems.

Third-Party Tools: There are also some third-party tools available that can be used to synchronize data between Dynamics 365 apps. Some examples include KingswaySoft, Scribe, and CozyRoc. These tools may require additional setup and configuration, but they can provide more advanced features and greater flexibility than the built-in options.

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SebSeb 30 on at

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OK thank you

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