Dual-write – Step by Step guide

Dual-write
is an out-of-box infrastructure that provides near-real-time interaction between model-driven apps in Microsoft Dynamics 365 and Finance and Operations apps. When data about customers, products, people, and operations flows beyond application boundaries, all departments in an organization are empowered.

Prerequisite:

Dynamics 365 for Finance and Operations & Dynamics 365 Sales should be installed. You can also use LCS approach to deploy & configure Dual-write.

  • Finance and Operations apps that have build version 10.0.9 (10.0.383.20013) (Quality update) and platform update 33 or later.
  • Model-driven apps in Microsoft Dynamics 365 that have platform version 9.1.0000.11732 or later.

Deployed the CRM Trial Instance (I have used the trial instance for this demo)

Please refer the prerequisite before starting the installation:

  • Uninstall the Prospect to Cash (P2C) solution.
    The P2C solution doesn’t work concurrently with dual-write. Therefore, don’t install the P2C solution. If it’s already installed, you must uninstall it before you enable dual-write.
  • Provide the supported tenant configuration.
    Make sure that the Finance and Operations app and Common Data Service are installed under the same tenant. Cross-tenant scenarios aren’t currently supported.

Dual-Write Installation & configuration

Open Power Apps à admin center

Select the right environment.

Select the Solutions and open the “Open AppSource”

Search with key word “Dual”

Select Dual-write core solution and install it.

Select agree check box.

Select the Agree button

It will take few minutes to install Dual Write Core


Let us add the Client Ids in Dynamics 365 for Finance &Operations to enable integration and provide access between the applications.

Dynamics 365 for Finance and Operations à Search “Azure Active Directory Applications” in form search and add the below mentioned client ids.

6f7d0213-62b1-43a8-b7f4-ff2bb8b7b452
2e49aa60-1bd3-43b6-8ab6-03ada3d9f08b

When you’ve finished, follow these steps to refresh the list of entities (Dynamics 365 for Finance and Operations):

  1. Go to Workspaces > Data management, select the Data entities tile, and make sure that the entity list is filled in.
  2. Go to Workspaces > Data management and select the Framework parameters tile. Then, on the Entities tab (https://<BaseFinanceandOperationsappsURL>/?cmp=USMF&mi=DM_DataManagementWorkspaceMenuItem&TableName=DMFDefinitionGroupEntity), select Refresh entities list.

Related health check result:
The Common Data Service can connect to the Finance and Operations app
Before you can enable dual-write, you must grant access to the apps to connect to each other
      App user with id 6f7d0213-62b1-43a8-b7f4-ff2bb8b7b452 exists
      App user with id 2e49aa60-1bd3-43b6-8ab6-03ada3d9f08b exists

Grant a Finance and Operations app access so that it can connect to Common Data Service.

  1. In Power Apps, select the Settings button (gear symbol) in the upper-right corner, go to Advanced settings > Security, and then select Users.

Select the settings à Security

Select Users

Use the drop-down menu to change the view from Enabled Users/Omnichannel Users to Application Users.

Create a new user à on the User menu, select Application User.

In the Application ID field, enter 00000015-0000-0000-c000-000000000000. This application ID is for a Finance and Operations app and will enable the app to connect to Common Data Service. When you’ve finished, follow the prompts to fill in the other fields, and then save the user account.

Provide a primary email address.

Select Manage Roles, and then, in the Manage User Roles dialog box, select the System Administrator check box to provide system admin rights to the selected application user.

Go to Dynamics 365 > Settings > Security, select Teams, and then change the view to All Owner Teams.

Change the View to “All Owner Teams”

Select default team for the root Business Unit, select Manage Roles, and then, in the Manage Team Roles dialog box, select a preconfigured Security Role to grant a Read privilege with a User scope for each entity integrated through dual-write.

In my case, I just given system administrator role, since it’s for the demo purpose. I request you to create a read only role by using this link

Note:
The root business unit’s default team will become the default owner for all records integrated through dual-write. Because that team must be assigned a security role, this means that all users in the root business unit will inherit the security role. This means that at the very least, users from that business unit will have read access to all the records that are owned by that team. If this isn’t the desired behavior, make sure that users are not a member of the root business unit.

Need to add one more Application Id 2e49aa60-1bd3-43b6-8ab6-03ada3d9f08b

Select the settings à Security

Select Users

Use the drop-down menu to change the view from Enabled Users/Omnichannel Users to Application Users.

Create a new user, and then, on the User menu, select Application User.

In the Application ID field, enter 2e49aa60-1bd3-43b6-8ab6-03ada3d9f08b. This application ID is for a Finance and Operations app and will enable the app to connect to Common Data Service. When you’ve finished, follow the prompts to fill in the other fields, and then save the user account.

Provide a primary email address.

Select Manage Roles, and then, in the Manage User Roles dialog box, select the System Administrator check box to provide system admin rights to the selected application user.

Provide app consent in the tenant. For dual-write core solution version 1.0.16.0 or above, this step is no longer needed since I’m using latest version of dual-write core solution.

Install the Dual-write application orchestration solution maps solution.

In Power Apps, in the left pane, select Solutions. Select Open AppSource, and search for the solution that is named Dual-write application orchestration solution.

Select the solution and follow the prompts to import it. After installation, you’ll find several new solutions listed under Solutions. For more information, refer Solutions overview.

Select solutions from PowerApps à Open AppSource

Search “Dual” & Locate Dual-write application orchestration solution.

While the dual-write core solution contains metadata for your entity maps, the dual-write application orchestration solution covers these additional master data scenarios:

  • Customers, products, and vendors.
  • End-to-end process flows like prospect to cash.
  • On-demand functions like pricing.
  • Reference data for ledger, tax, payment terms, and schedules.

Select the Dual write Core from the solutions & Publish it.

Link the environments

Go to Dynamics 365 for Finance & Operations à System Administration à Data management à Dual-write.

  1. Select New link to environment to open the Setup link to Common Data Service wizard.
  2. The Choose environment page lists all the Common Data Service environments where the signed-in user is an environment admin. Select the Common Data Service environment to link to, and then select Next.

Select Create

If you don’t find the “Dynamics 365 Finance and Operations Dual Write Entity Maps” then follow the below steps:

Select the Apply solution

Select the “Dynamics 365 Finance and Operations Dual Write Entity Maps” and Apply solution.

Please wait for few minutes, so that system will apply the solution and you will see the below mappings available as an out of box.

Let’s say, if I need to integrate customer master/Accounts from Dynamics 365 for Finance & Operations and Dynamics 365, refer this link for enabling the synch (Integrated Customer Master):

In this case, I will be synching Customer master/Accounts from Dynamics 365 for Finance and Operations and Dynamics 365 Sales. Using the search option, locate the Customer Mapping entity and run the synch.

Hit Run and wait for synch to complete.

Go to Dynamics 365 Sales à Accounts [Create New Customer]

Dynamics 365 for Finance & Operations à Accounts Receivable à All Customers

My sincere thanks to my Guru Murray for all his support, motivation & constant encouragement!

,

  1. Leave a comment

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

%d bloggers like this: