CH365: Integrating D365 PSA and Finance & Operations with the CDS Data Integrator

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. You could use the out of the box (OOB) Relationship Type field in CE, but I’ve created two new fields in case an Account can be both a Customer and a…

Continue Reading Charlie Halford’s Article on their blog

CH365: Integrating D365 PSA and Finance & Operations with the CDS Data Integrator

Blog Syndicated with Charlie Halford’s Permission

More About This Author

Charlie Halford
Charlie Halford
Microsoft Dynamics CRM Junior Consultant at eBECS with BA(Hons) in History from the University of Leicester. eBECS is an award-winning Microsoft Gold Partner delivering Total Microsoft Business Solutions and Managed Services globally that help customers digitally transform their businesses, cut complexity and cost, improve customer service and drive growth.

Author: Charlie Halford

Microsoft Dynamics CRM Junior Consultant at eBECS with BA(Hons) in History from the University of Leicester. eBECS is an award-winning Microsoft Gold Partner delivering Total Microsoft Business Solutions and Managed Services globally that help customers digitally transform their businesses, cut complexity and cost, improve customer service and drive growth.

Share This Post On