Dual-write setup from Lifecycle Services

Important

Some or all of the functionality noted in this topic is available as part of a preview release. The content and the functionality are subject to change. For more information about preview releases, see Service update availability.

Note

Effective November 2020:

  • Common Data Service has been renamed to Microsoft Dataverse. For more information, see Power Automate Blog.
  • Some terminology in Microsoft Dataverse has been updated. For example, entity is now table and field is now column. For more information, see Terminology updates.

This topic will be updated soon to reflect the latest terminology.

This topic explains how to set up a dual-write connection between a new Finance and Operations environment and a new Common Data Service environment from Microsoft Dynamics Lifecycle Services (LCS).

Prerequisites

You must be an admin to set up a dual-write connection.

  • You must have access to the tenant.
  • You must be an admin in both Finance and Operations environments and Common Data Service environments.

Set up a dual-write connection

Follow these steps to set up the dual-write connection.

  1. In LCS, go to your project.

  2. Select Configure to deploy a new environment.

  3. Select the version.

  4. Select the topology. If only one topology is available, it's automatically selected.

  5. Complete the first steps in the Deployment settings wizard.

  6. On the Common Data Service tab, follow one of these steps:

    • If a Common Data Service environment is already provisioned for your tenant, you can select it.

      1. Set the Configure Common Data Service option to Yes.
      2. In the Available environments field, select the environment to integrate with your Finance and Operations data. The list includes all environments where you have admin privileges.
      3. Select the Agree check box to indicate that you agree to the terms and conditions.

      Common Data Service tab when a Common Data Service environment is already provisioned for your tenant

    • If your tenant doesn't already have a Common Data Service environment, a new environment will be provisioned.

      1. Set the Configure Common Data Service option to Yes.

      2. Enter a name for the Common Data Service environment.

      3. Select the region to deploy the environment in.

      4. Select the default language and currency for the environment.

        Note

        You can't change the language and currency later.

      5. Select the Agree check box to indicate that you agree to the terms and conditions.

      Common Data Service tab when your tenant doesn't already have a Common Data Service environment

  7. Complete the remaining steps in the Deployment settings wizard.

  8. After the environment has a status of Deployed, open the environment details page. The Common Data Service environment information section shows the names of the Finance and Operations environment and the Common Data Service environment that are linked.

    Common Data Service environment information section

  9. An admin of the Finance and Operations environment must sign in to LCS and select Link to CDS for Apps to complete the link. The environment details page shows the admin's contact information.

    After the link is completed, the status is updated to Environment linking successfully completed.

  10. To open the Data integration workspace in the Finance and Operations environment and control the templates that are available, select Link to CDS for Apps.

    Link to CDS for Apps button in the Common Data Service environment information section

Note

You can't unlink environments by using LCS. To unlink an environment, open the Data integration workspace in the Finance and Operations environment, and then select Unlink.