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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Setup integration betw...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Setup integration between F&O and Dataverse

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Posted on by EBMRay 905

Hello,

I have a custom table in dataverse that includes a set of records that should be synced in real-time directly to F&O in a specific custom table.

Example: If I imported 100k records in the dataverse custom table and I pushed the "Post" button from dataverse-> automatically these data should be synced and created in the F&O table.

What do you recommend as a best practice to do this integration and achieve this requirement? Should we call the Odata Web API of the F&O table and execute it as a POST method or is there any other better way?

Could you please provide documentation or a blog post to do this integration on a button action?

Any help is highly appreciated.

Best regards,
EBMRay

I have the same question (0)
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,037 Super User 2025 Season 2 on at

    Hi EBMRay,

    Anyhow, you would need to create a data entity for the F&O table to be able to use Odata. This would be one option. You can also configure Dual write.  docs.microsoft.com/.../dual-write-overview

  • GirishS Profile Picture
    GirishS 27,827 Moderator on at

    Hi EBMRay,

    Below link will explain how to connect Microsoft dataverse with d365 and voice versa using dual write.

    docs.microsoft.com/.../data-integrator

    Thanks,

    Girish S.

  • EBMRay Profile Picture
    EBMRay 905 on at

    Hello Andre Arnaud de Calavon ,

    Thank you for your reply.

    I will have a look at the mentioned documentation and I have a question regarding the dual write integration is it possible to set up a filter for the data that should be synced to F&O from Dataverse and vice versa?

    Example: In the dataverse table I have a set of records under different companies like (Company A, Company B..). I would like to sync only all the records that are under the "Company A" to F&O. As for the others that are under a different category should not be synced.

    Is there also any other documentation about the filtering option during the integration?

    Awaiting your response.

    Best regards,
    EBMRay

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,037 Super User 2025 Season 2 on at

    Hi EBMRay,

    You can find documentation related to filtering here: Customize table and column mappings - Finance & Operations | Dynamics 365 | Microsoft Docs

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