Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Dual-write for Custome...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

Dual-write for Customer Price Groups from Finance & Operations

(4) ShareShare
ReportReport
Posted on by JB-27010340-0 25
Hi,
 
Could somebody please help me get prices from the D365 FinOps Customer Price Groups to put them into price lists in D365 Sales / CRM?
 
 
 
Thanks,
Jacob
Categories:
Dynamics 365 general
  • northerncrm Profile Picture
    northerncrm 4 on at
    Dual-write for Customer Price Groups from Finance & Operations
    Can you confirm the name of the entity on the FinOps side?  I don't see "Customer Price Groups" but I see Price Customer Groups.
    The problem with this entity is I don't see a currency field on the finops side to map to.  Furthermore, this seems to only create the price list header, but not the price list items (i.e. productpricelevel enitity on the CRM side).
     
    Recently been implementing Dual Write and wanted to accomplish price list integration as well.  Appreciate any help you can provide!
  • Suggested answer
    ArchitectMadhan Profile Picture
    ArchitectMadhan 134 on at
    Dual-write for Customer Price Groups from Finance & Operations
    Hi,
    To transfer prices from Dynamics 365 Finance and Operations (D365 FinOps) Customer Price Groups to Dynamics 365 Sales (CRM), you can use the Dual-write feature, which provides real-time data synchronization between the two systems. Here’s a step-by-step guide to help you set this up:

    1. Enable Dual-write:

      • Ensure that Dual-write is enabled in both D365 FinOps and D365 Sales. This feature allows seamless data integration between the two applications.

    2. Configure Dual-write:

      • Navigate to the Dual-write setup in D365 FinOps.
      • Select the entities you want to synchronize. In this case, you’ll need to select the Customer Price Groups entity from D365 FinOps and the Price List entity from D365 Sales.

    3. Map the Fields:

      • Map the relevant fields between the Customer Price Groups in D365 FinOps and the Price List in D365 Sales. Ensure that all necessary fields, such as price, currency, and customer group, are correctly mapped.

    4. Set Up Data Integration Projects:

      • Create data integration projects to manage the synchronization process. This involves defining the data flow and scheduling the synchronization frequency.

    5. Test the Integration:

      • Before going live, test the integration to ensure that the prices are correctly transferred from D365 FinOps to D365 Sales. Verify that the data is accurate and that the synchronization process works as expected.

    6. Monitor and Maintain:

      • Regularly monitor the integration to ensure it continues to function correctly. Address any issues that arise promptly to maintain data integrity.
    If you find this solution useful, please like it and accept it as answer.
  • Daivat Vartak (v-9davar) Profile Picture
    Daivat Vartak (v-9d... 1,665 Super User 2025 Season 1 on at
    Dual-write for Customer Price Groups from Finance & Operations
    Moving the question to the appropriate group "Microsoft Dynamics 365 | Integration, Dataverse, and general topics"

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

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,479 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,295 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Get batch job history log from D365 FO to Power Automate

Product updates

Dynamics 365 release plans