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Setup integration between F&O and Dataverse

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Posted on by EBMRay

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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

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André Arnaud de Cal... 305,125 Super User 2026 Season 1 on at

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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

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GirishS 27,843 Moderator on at

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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.

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EBMRay 905 on at

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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

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André Arnaud de Cal... 305,125 Super User 2026 Season 1 on at

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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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