The Complete Guide to Data Management Part V: Integration with Dataverse

The new video is from the Data Management series. The complete guide with everything you always wanted to know and never found!

We abandoned this series a little, but it's time to finish it. In this new part, I will tell you how to get the data from F&O and pass it to the dataverse to use in other types of apps or power automate flows. After the video, I will leave you several helpful links and a summary since the video has a lot of information!

Dual Write:

Bi-directional integration in almost real time that makes a copy of the entity in Dataverse. When you modify something, your changes will impact both databases.

Important Links:

Dual Write configuration in LCS

Activate Dual write for existing F&O apps

List of tables for Dual Write

Create a canvas app from scratch using Dataverse

Use IF:

• Our business process needs to duplicate the information from Dataverse in F&O and viceversa.

• We consider the limits of the API.

• We consider the size of the Dataverse DB and purchase expansions, if necessary

DO NOT use if:

• The business process does not need to duplicate data across multiple sources

• The business logic will be in a powerapp or power automate, for example.

Virtual Entities:

It works as an extension of the F&O entity in the dataverse, but the data resides in the F&O. It is used to move business logic out of F&O, generate CRUD (create, read, update, and delete) operations, and return data back to F&O.

Important Links:

Overview of Virtual Entities

Use IF:

• The business logic resides in F&O.

• We need to extend the F&O business logic through a power app or power automate.

DO NOT use:

• Like a copy mechanism.

• When additional data is needed.

• If we need to relate more than one Virtual entity in Dataverse

Data integrator:

Used to integrate large volumes of data in a single direction (F&O to Dataverse, for example). All business logic is outside of the data integrator and depends on F&O or dataverse (power app, power automate, etc).

Important links:

Integrate data into Dataverse

How to set up a data integration project

Use IF:

• It is an integration solution.

• We need to copy large volumes of data.

DO NOT use:

• If we need data in real time or synchronous processing.