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Dual-write Party and Global Address Book Solutions

Microsoft Dynamics 365

Enables Global Address Book data interaction between Finance & Operations and Dataverse.

This Dual-write Party & Global Address Book Solution is additive to dual-write application orchestration solution. It's objective is to bring foundational parity with Finance and Operations applications and address key limitations on Dataverse like ability to represent a person or an organization as a customer, vendor and contact person, ability to create a single global point of reference for a person or an organization through Party concept, enable many-to-many associations between customers and contact persons; vendors and contact persons, ability to create many postal addresses for a customer, vendor and contact and allow to classify them by purpose (Home, Business, Delivery, Invoice etc.), ability to create many electronic addresses for a customer, vendor and contact and allow to classify them by purpose (Email, Fax, Phone etc.), ability to choose one of the “Delivery” addresses as the “Bill To” and one of the “Invoice” addresses as the “Ship To” address on the quotation and order etc. This solution contains expanded table schemas, workflows and table maps that helps to achieve the objective. Read more at dual-write Party & GAB documentation. If you wish to learn the Finance and operations functionality, please refer here.

Note: This solution requires Dual-write Orchestration solution package installed as a pre-requisite. Please read the instructions carefully before installing. Before installing this solution to your production instance, please make sure it works in your development or sandbox environment

Aperçu rapide
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