Have you had issues executing the initial Dual right sync process between FO and Project Ops? or have you had an error like this "Unable to resolve currency for the company."? or not able to create a single customer on the Dataverse? or simply not able to see any of the Contoso information on the dataverse side?
Well, let's take it from the beginning. When you deploy an environment for the first time there are some steps you need to go through to make sure everything is in place and properly running. Let's build a check list of all the basic requirements to run dual right.
When do we have to use Dual right?
We should use dual right when your deployment includes Dataverse and ERP (all deployments except the lite version), basically this tool will allow you to connect and synchronize information between platforms.
Activating the Services
On the Power Platform Admin Center (PPAC) open the D365 APPs and services and make sure all Dual Write and D365 services you will use are installed if not please install the D365 ones first and then the Dual Write ones.
Note: Dual Write updates information in both ways (this is editable), it is suggested to do the first sync taking the D365FO information as the basis to update the Database.
Where to set up the Dual Right?
After activating dual write apps, you should take care of the F&O side of things. In the Data Management workspace there is a whole space for DW where you will be able to admin, control and monitor the data flow.
Make Sure all the Project operations Entities are running. The first one that MUST be run is the following:
Before running them, split all services by checking the show related table maps box and then activate the initial sync checkbox and the master for initial is F&O.
If it successfully executed you will see all financial services synced. and then they will remain running.
After this you can start syncing the subledger entities with the same business logic of a setup in D365 (Always financial first then the subledgers, first the groups and the parameters then de master records and last the transactions).
For more information on this, here is the MS Learning
Project Operations Dual-write map versions | Microsoft Learn
And then?
This process might take minutes or hours but slowly you will see all your services running and you will start to see the information in both ends so you can keep the information up to date.
Some additional tips
Sometimes services execution fails, you can apply solution packages that are on top. Star by the core ones followed by financial ones and finally all the subledgers.
You can also run the health check on top and make sure the application are correctly setup and users have the right permissions.
Thank you so much for reading it until the end. I hope this help you on your journey! If you liked, please give us a like!
