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Finance | Project Operations, Human Resources, ...
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integration between dynamics 365 FO and Dynamics 365 CRM

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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 (1)
  • 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

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