Customer Master Synchronization
August 20, 2024
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Note Synchronization
August 20, 2024
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Notes sync between the two systems.
Actionable information is captured as activities in finance and operations apps and customer engagement apps. Nonactionable information is captured as notes in finance and operations apps, and as annotations in customer engagement apps.
Link to Microsoft documentation: https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/data-entities/notes-integration
Dual-write Setup
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Customer Sync
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