Project Overview
Project Name
SRNTS Enterprise Training & Financial Management System
Business Scenario
SRNTS operates multiple business functions:
Customer Engagement (Dataverse)
- Lead Management
- Student Management
- Course Enrollment
- Corporate Training Sales
- Opportunity Management
Finance & Operations
- Customer Accounts
- Products & Courses
- Invoices
- Payments
- Financial Reporting
The organization wants all customer and financial data synchronized automatically between CE and F&O using Dual Write.
Solution Architecture
Dynamics 365 Sales (Dataverse)
|
Dual Write
|
Dynamics 365 Finance & Operations
Training Objectives
Participants will learn:
- Dual Write Setup
- Table Mapping
- Data Synchronization
- Initial Sync
- Live Sync
- Error Resolution
- Custom Table Integration
- Enterprise Architecture
Business Modules
Module 1
Customer Synchronization
Requirement
When a customer is created in Dynamics 365 Sales:
Automatically create customer in F&O.
Example
Sales Team Creates:
Automatically appears in F&O Customer Master.
Concepts Covered
- Standard Dual Write Maps
- Initial Synchronization
- Live Synchronization
Module 2
Customer Update Synchronization
Requirement
Update customer information from either system.
Example:
Address changed in CE.
Automatically update F&O.
Concepts Covered
- Bi-directional Synchronization
- Conflict Resolution
Module 3
Contact Synchronization
Requirement
Maintain customer contacts across both systems.
Concepts Covered
- Party & Contact Mappings
- Relationship Handling
Module 4
Product Synchronization
Requirement
Courses created in F&O should appear in CE.
Examples:
- Power Platform Training
- Azure Training
- Dynamics 365 Training
Concepts Covered
- Product Mapping
- Product Catalog Synchronization
Module 5
Unit and Price List Synchronization
Requirement
Maintain consistent pricing.
Concepts Covered
- Units
- Price Lists
- Currency Management
Module 6
Course Enrollment to Sales Order
Requirement
When enrollment is approved:
Automatically create Sales Order in F&O.
Concepts Covered
- Business Process Integration
- Order Creation
Module 7
Opportunity to Customer Conversion
Requirement
When Opportunity is Won:
Create customer automatically.
Concepts Covered
Module 8
Invoice Synchronization
Requirement
Invoices generated in F&O should be visible in Dataverse.
Concepts Covered
- Financial Visibility
- Invoice Integration
Module 9
Payment Status Synchronization
Requirement
Finance team receives payment.
Sales team should immediately see payment status.
Concepts Covered
- Real-Time Financial Updates
Module 10
Credit Limit Synchronization
Requirement
Customer credit limit maintained in F&O.
Visible in Sales application.
Concepts Covered
- Reference Data Synchronization
Custom Dual Write Scenarios
Module 11
Student Table Synchronization
Requirement
Custom Student table created in Dataverse.
Sync with custom Student entity in F&O.
Concepts Covered
- Custom Table Mapping
- Custom Integration Keys
Module 12
Trainer Synchronization
Requirement
Trainer records maintained across both systems.
Concepts Covered
Module 13
Batch Synchronization
Requirement
Training batches created in CE.
Available in F&O.
Concepts Covered
- Custom Entity Relationships
Module 14
Placement Information Synchronization
Requirement
Placement records shared with ERP reporting system.
Concepts Covered
- Custom Dual Write Configuration
Module 15
Referral Program Synchronization
Requirement
Referral payouts tracked in F&O.
Referral details maintained in Dataverse.
Concepts Covered
- Cross-System Business Logic
Advanced Dual Write Requirements
Module 16
Multi-Company Support
Requirement
SRNTS operates:
Synchronize data based on company.
Concepts Covered
- Legal Entities
- Company Context
Module 17
Currency Synchronization
Requirement
Handle:
Concepts Covered
- Currency Mapping
- Exchange Rate Considerations
Module 18
Business Unit Mapping
Requirement
Different departments use different business units.
Concepts Covered
Module 19
Ownership Handling
Requirement
Maintain ownership between systems.
Concepts Covered
- User Mapping
- Security Considerations
Module 20
Lookup Relationship Synchronization
Requirement
Maintain:
- Customer → Contact
- Customer → Enrollment
- Enrollment → Course
Concepts Covered
- Lookup Mapping
- Referential Integrity
Error Handling & Troubleshooting
Module 21
Missing Reference Data
Scenario
Customer sync fails because country code doesn't exist.
Concepts Covered
- Error Diagnosis
- Dependency Analysis
Module 22
Duplicate Records
Scenario
Duplicate customer creation.
Concepts Covered
- Alternate Keys
- Matching Strategy
Module 23
Synchronization Failures
Scenario
Network failure during sync.
Concepts Covered
- Retry Mechanism
- Recovery Procedures
Module 24
Data Validation Errors
Scenario
Mandatory field missing in F&O.
Concepts Covered
Module 25
Production Monitoring
Requirement
Monitor all synchronization activities.
Concepts Covered
- Dual Write Monitoring
- Integration Health Checks
Real-Time Project Scenarios
Scenario 1
Corporate Training Sales
Sales Team:
- Creates Opportunity
- Wins Opportunity
Automatically:
- Customer Created in F&O
- Sales Order Created
- Invoice Generated
Scenario 2
Student Enrollment
Student Enrolled in CE
Automatically:
- Financial Record Created in F&O
- Invoice Generated
- Payment Tracking Started
Scenario 3
Financial Visibility
Finance Team Updates Payment
Sales Team Immediately Sees:
- Paid Amount
- Outstanding Amount
- Credit Status
Technical Topics Covered
Dual Write Setup
- Environment Linking
- Connection Configuration
- Security Configuration
Table Maps
- Standard Maps
- Custom Maps
- Field Mapping
Synchronization Modes
Integration Concepts
- Alternate Keys
- Composite Keys
- Relationships
- Reference Data
Security Topics
- Application Users
- Security Roles
- Legal Entity Security
- Data Access Controls
Deployment & ALM
- Moving Maps Across Environments
- Solution Deployment
- Environment Management
- Production Rollout Strategy
Training Outcome
By the end of this project, participants will be able to:
- Configure and manage Dual Write integrations.
- Synchronize standard and custom tables between Dataverse and F&O.
- Design real-time business processes spanning CRM and ERP systems.
- Troubleshoot synchronization failures and mapping issues.
- Implement enterprise-grade integration architecture.
- Understand how Sales, Customer Service, Finance, and Operations teams collaborate using Dual Write.
