web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Unanswered

integration between dynamics 365 FO and Dynamics 365 CRM

(0) ShareShare
ReportReport
Posted on by 80

Hi, 

I need to set up an integration between D365 FO and D365 CRM for our client.

the client need to: 

  • Create products on D365 FO following their creation on D365 CRM
  • After creation of the quotation on D365 CRM, our client need the integration to 
    • create the new customer on D365 FO
    • duplicate the same quotation on D365 fo
    • and create an order auotomatically from the quotation created on D365 FO

Can Someone help me please to find the appropriate integration patterns, and I need to know if the Dual-Write can meet the needs of the client.

Regards

I have the same question (0)
  • huijij Profile Picture
    19,811 on at

    Hi kgh,

    The integration with Dual-Write,Please go though the link:

    https://www.dynagile.fr/bring-dynamics365-erp-and-crm-together-with-cds-dual-write/

    you can also integrate D365 FO and CRM with Common Data Service:

    https://community.dynamics.com/365/financeandoperations/f/dynamics-365-for-finance-and-operations-forum/261269/common-data-service---how-to-integrate-d365-fo-and-crm

    regards

  • kgh Profile Picture
    80 on at

    Thank you Judy,

    But I need to know if with Dual-Write I can do asynchrone integration ? I mean if I can launch the creation of the customer and the quotation on D365FO only if the creation of the quote on D365 CRM is finished ? and not to create customer on D365FO on the same time when I create it on D365 CRM.

    Regards

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 456 Super User 2025 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 429 Most Valuable Professional

#3
BillurSamdancioglu Profile Picture

BillurSamdancioglu 239 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans