Hi,
I need to periodically sync several entities from a source Dynamics 365 environment to another cloned Dynamics 365 environment (containing the same entities). The sync should only be one way i.e. Source > Destination.
How can this be achieved? Is there any out-of-the-box way to do this?
Thanks
I'd use the Data Integration projects from the CDS Admin Center. Those are one-way, environment-to-environment, entity-to-entity maps, project can contain more entities, run in a specific order. That should cover your requirements as I read them.
There are a few options here that can be used. I would pick the one most appropriate for your organisation. It also depends on how "enterprise" this solution needs to be and what your budget is.
High Cost / "Enterprise Solutions"
High Cost / "Simple Solutions"
I am happy to provide more details once I know more about the sync process. Such as Does it have to be fully automated? What your budget is? Does it need enterprise integration features such as auditions, replayability (retries) and error logging? Can it be a manual or semi-manual process?
Hope the above 6 options give you some ideas.
Hello,
you can try to use PowerAutomate/Flow, using the Common Data Service Connector, to retrieve the records and Update/Create them, within the other environment.
So please have a look at the following documentation for a similar example:
- docs.microsoft.com/.../odata-filters
- docs.microsoft.com/.../connection-dynamics365
- docs.microsoft.com/.../connection-cds
I hope these information will further help you, to apply it within a similar suitable way.
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