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Dynamics 365 Dual Write Overview

by | D365 F&O, Dual Write, Dynamics 365 Customer Engagement, Dynamics 365 Finance, Implementation Partner, Microsoft

Dual-write

Do you ever feel like your business is on separate tracks? Dynamics 365 Finance & Operations on one side. CE applications on the other. Manually transferring data between these systems can be a time-consuming and error-prone process. But what if there was a way to combine these apps? It would create a unified experience for your teams and a full view of your customer journey.

Introducing Dynamics 365 Dual Write

Dual Write is a powerful tool. It bridges the gap between Finance & Operations and CE applications. It provides a tightly coupled, bi-directional connection, ensuring real-time data synchronization between the two systems. This means that any changes made in one application are automatically reflected in the other, eliminating the need for manual data entry and reducing the risk of errors.

Benefits of Dual Write for Your Business

Unified User Experience: Sales, marketing, finance, and customer service teams can all access and update the same customer and product information. This fosters better collaboration, increases employee productivity, and reduces errors.

Complete Digital Feedback Loop: Gain a holistic view of your customer journey. Changes in CE (e.g., a new sales order) trigger updates in Finance & Operations (e.g., inventory adjustments). The reverse is also true (e.g., fulfillment updates flow back to CE). This allows for faster decision-making, improved customer satisfaction, and enhanced operational efficiency.

Faster Innovation & Time to Market: It speeds up innovation and time to market. Dual Write streamlines data flow. It cuts delays from manual integration. This agility allows businesses to adapt to market changes quicker, launch new products and services efficiently, and gain a competitive edge.


How Dual Write Works

Dual Write uses a model-driven approach. It links your Finance & Operations apps (e.g., Dynamics 365 Finance, Supply Chain Management) to your Customer Engagement apps (e.g., Dynamics 365 Sales, Customer Service) using the Common Data Service (CDS).

Here’s a simplified breakdown of the process:

  1. Change Detection: Dual Write detects any data creation or changes in F&O or CE.
  2. Data Mapping: Pre-configured mappings define how to translate the data between the two systems. They ensure consistency and avoid conflicts.
  3. Data Synchronization: The mapped data syncs to the other app in near real-time.
  4. Data Updates: The receiving application processes the synchronized data and updates its records.

Dual Write supports syncing many data types. This includes master data, like customers and products. It also includes business documents, like sales orders and invoices. This data flow empowers your business by providing a single source of truth. This improves data accuracy and efficiency.

Getting Started with Dual Write

Are you ready to break down silos and streamline your business? Contact us to learn more about implementing Dual Write for your Dynamics 365 environment.

Our experts will guide you through the setup and ensure a smooth link between your Dynamics Finance & Operations and Customer Engagement apps.

Download a high-quality PDF of our Dual-write cheat sheet by clicking the image below. 

Dynamics 365 Dual Write Cheat Sheet