Previously, I posted on getting all of the prerequisites set up in order to integrate Dynamics 365 for Project Service Automation with Finance and Operations. Now that I have my Environment, Connections and Connection Set in place, I’m going to run through the general set up for integrating Accounts in Customer Engagement (CE) to both Customers and Vendors in FinOps, as well as Contacts….
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Integrating D365 PSA and Finance & Operations with the CDS Data Integrator – Customers, Vendors and Contacts
So the easiest to set up is Customers, as Microsoft have done the majority of work for you already. In order to make sure you only pass Accounts over to the appropriate data entity in FinOps, you’ll need fields to capture the type of Account.
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