Dynamics 365
Power Platform
Dynamics
Cloud & Productivity
In this video, we’ll explore the powerful integration capabilities of Dual Write, which connects Dynamics 365 Finance & Operations with Customer Engagement products. You’ll see how this real-time connection improves efficiency, enhances visibility, and ensures data accuracy across your business processes.
We’ll walk through key configurations, transactional flows, and implementation considerations so you can understand how Dual Write works in practice. Whether you’re working with Dynamics 365 Sales, Dynamics 365 Project Operations, or Dynamics 365 Field Service, this session will provide practical insights and actionable guidance to help you make the most of these integrated systems.
In this video you’ll learn:
How Dual Write synchronizes master records and transactions between Finance and Operations and Customer Engagement in near real-time.
Key configuration steps and maps for Sales, Project Operations, and Field Service, including bi-directional data flows and customization options.
Important implementation considerations, such as legal entities, offline mobile capabilities, and integration user roles to ensure a smooth deployment.
Related Videos
Future proof financials: Advanced budgeting in Dynamics 365 Finance & Operations
See how advanced budgeting in Dynamics 365 Finance & Operations streamlines planning, approvals, and budget enforcement across your organization. This demo walks through the full budgeting lifecycle, from department submissions to CFO approval and real-time budget control.
The future of AI: What to expect in 2026?
This video explores the AI trends shaping 2026—from frontier firms and citizen developers to governance, copilots, and next-generation language models. Learn how organizations can avoid fractured AI, integrate intelligence into workflows, and maximize ROI from their AI investments.
Dynamics GP to Dynamics 365 Business Central: Data migration best practices and methodologies
Dynamics GP is approaching end of life, making now the ideal time to evaluate a move to Dynamics 365 Business Central. This video walks through the migration process, key cost considerations, and the operational benefits of transitioning to a modern, cloud-based ERP.