Customer Engagement & Dynamics CRM Forum

Has anyone used Virtual Entities in Customer Engagement v9 to display data from D365 Finance & Operations? I'm not looking for in-depth implementation details, just trying to get a sense if this might be a good option. There are some use cases where rather than replicating data from F&O to CRM, we could just display it in CRM.

I haven't tried it yet, but was reading about it here: Create and edit virtual entities with Dynamics 365 for Customer Engagement apps

#customerengagement #Integration​​

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Andy Arndt
Minitab, Inc.
State College PA
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@Andy Arndt,

I don't know much about F&O. However, it was mentioned in the April '19 release notes you will be able to seamlessly link to Common Data Service (CDS) for Apps from Dynamics 365 for Finance and Operations.

It is scheduled for public preview in April. Moreover, new entity definitions were mentioned in the release notes:

"CDM continues to expand with the release of new industry accelerators and concepts from core Dynamics 365 solutions. For example, the release of accelerators from the education and non-profit industries, as well as updates to the healthcare accelerator, have brought more than 100 new entities to the CDM model. Additionally, entity definitions from Dynamics 365 for Finance and Operations, Marketing, Talent, and more continue to make CDM relevant to customers and partners of all sizes."

------------------------------
BR,
Niels
------------------------------

Original Message:
Sent: 01-25-2019 01:41 PM
From: Andy Arndt
Subject: Customer Engagement Virtual Entities

Has anyone used Virtual Entities in Customer Engagement v9 to display data from D365 Finance & Operations? I'm not looking for in-depth implementation details, just trying to get a sense if this might be a good option. There are some use cases where rather than replicating data from F&O to CRM, we could just display it in CRM.

I haven't tried it yet, but was reading about it here: Create and edit virtual entities with Dynamics 365 for Customer Engagement apps

#customerengagement #Integration​​

------------------------------
Andy Arndt
Minitab, Inc.
State College PA
------------------------------

Thanks Niels. When some colleagues reviewed CDS for CRM and F&O this past summer, they determined it wasn't ready for prime time. We'll see what this April preview looks like. Might be a good option for some of our needs.

------------------------------
Andy Arndt
Minitab, Inc.
State College PA
------------------------------

Original Message:
Sent: 01-28-2019 06:14 AM
From: Niels Lønberg
Subject: Customer Engagement Virtual Entities

@Andy Arndt,

I don't know much about F&O. However, it was mentioned in the April '19 release notes you will be able to seamlessly link to Common Data Service (CDS) for Apps from Dynamics 365 for Finance and Operations.

It is scheduled for public preview in April. Moreover, new entity definitions were mentioned in the release notes:

"CDM continues to expand with the release of new industry accelerators and concepts from core Dynamics 365 solutions. For example, the release of accelerators from the education and non-profit industries, as well as updates to the healthcare accelerator, have brought more than 100 new entities to the CDM model. Additionally, entity definitions from Dynamics 365 for Finance and Operations, Marketing, Talent, and more continue to make CDM relevant to customers and partners of all sizes."

------------------------------
BR,
Niels

Original Message:
Sent: 01-25-2019 01:41 PM
From: Andy Arndt
Subject: Customer Engagement Virtual Entities

Has anyone used Virtual Entities in Customer Engagement v9 to display data from D365 Finance & Operations? I'm not looking for in-depth implementation details, just trying to get a sense if this might be a good option. There are some use cases where rather than replicating data from F&O to CRM, we could just display it in CRM.

I haven't tried it yet, but was reading about it here: Create and edit virtual entities with Dynamics 365 for Customer Engagement apps

#customerengagement #Integration​​

------------------------------
Andy Arndt
Minitab, Inc.
State College PA
------------------------------

Hi Andy, we are implementing an integration between CRM and F&O via CDS for a client. Let me know if there are any specific questions you may have and I can gather details for you.

Thanks.


------------------------------
Gaurav Chauhan
Consulting Supervisor
RSM USA
McLean VA
------------------------------

Original Message:
Sent: 01-29-2019 01:24 PM
From: Andy Arndt
Subject: Customer Engagement Virtual Entities

Thanks Niels. When some colleagues reviewed CDS for CRM and F&O this past summer, they determined it wasn't ready for prime time. We'll see what this April preview looks like. Might be a good option for some of our needs.

------------------------------
Andy Arndt
Minitab, Inc.
State College PA

Original Message:
Sent: 01-28-2019 06:14 AM
From: Niels Lønberg
Subject: Customer Engagement Virtual Entities

@Andy Arndt,

I don't know much about F&O. However, it was mentioned in the April '19 release notes you will be able to seamlessly link to Common Data Service (CDS) for Apps from Dynamics 365 for Finance and Operations.

It is scheduled for public preview in April. Moreover, new entity definitions were mentioned in the release notes:

"CDM continues to expand with the release of new industry accelerators and concepts from core Dynamics 365 solutions. For example, the release of accelerators from the education and non-profit industries, as well as updates to the healthcare accelerator, have brought more than 100 new entities to the CDM model. Additionally, entity definitions from Dynamics 365 for Finance and Operations, Marketing, Talent, and more continue to make CDM relevant to customers and partners of all sizes."

------------------------------
BR,
Niels

Original Message:
Sent: 01-25-2019 01:41 PM
From: Andy Arndt
Subject: Customer Engagement Virtual Entities

Has anyone used Virtual Entities in Customer Engagement v9 to display data from D365 Finance & Operations? I'm not looking for in-depth implementation details, just trying to get a sense if this might be a good option. There are some use cases where rather than replicating data from F&O to CRM, we could just display it in CRM.

I haven't tried it yet, but was reading about it here: Create and edit virtual entities with Dynamics 365 for Customer Engagement apps

#customerengagement #Integration​​

------------------------------
Andy Arndt
Minitab, Inc.
State College PA
------------------------------

@Andy Arndt - You may want to check out the Data Integrator tool from Microsoft for CDS. It may not be "fully baked" until after the April 2019 release, but it's worth checking out.

Details are here: https://docs.microsoft.com/en-us/powerapps/administrator/data-integrator​

------------------------------
Aaron Back, MCSE
Sr. Microsoft Dynamics 365 Consultant
www.acemicrotech.com
_______________________________________
CRMUG Board Member
CRMUG Chapter Leader - Cincinnati, Ohio
------------------------------

Original Message:
Sent: 01-25-2019 01:41 PM
From: Andy Arndt
Subject: Customer Engagement Virtual Entities

Has anyone used Virtual Entities in Customer Engagement v9 to display data from D365 Finance & Operations? I'm not looking for in-depth implementation details, just trying to get a sense if this might be a good option. There are some use cases where rather than replicating data from F&O to CRM, we could just display it in CRM.

I haven't tried it yet, but was reading about it here: Create and edit virtual entities with Dynamics 365 for Customer Engagement apps

#customerengagement #Integration​​

------------------------------
Andy Arndt
Minitab, Inc.
State College PA
------------------------------

I tried Virtual entity between crm and f&o but was not successful. The main criteria mentioned in virtual entity is the entity need to have guid as primary key which is not in F&O so I wasn't able to establish. In case some one was able to please share how you achieved it. The issue with CDS is you need to bring every data to crm when you really want to just view the data.

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Uma Kaliaperumal
Crowe
------------------------------

Original Message:
Sent: Jan 25, 2019 01:41 PM
From: Andy Arndt
Subject: Customer Engagement Virtual Entities

Has anyone used Virtual Entities in Customer Engagement v9 to display data from D365 Finance & Operations? I'm not looking for in-depth implementation details, just trying to get a sense if this might be a good option. There are some use cases where rather than replicating data from F&O to CRM, we could just display it in CRM.

I haven't tried it yet, but was reading about it here: Create and edit virtual entities with Dynamics 365 for Customer Engagement apps

#customerengagement #Integration​​

------------------------------
Andy Arndt
Minitab, Inc.
State College PA
------------------------------

Hey Gaurav, we are implementing CDS mapping between crm and F&O. I'm trying to send accounts to vendors. They have vendor group as mandatory field. To keep that values in sync I created an entity vendor group and brought the values to crm. I then created a look up in account. Now I can't see the vendor group lookup field that created in crm in the cds mapping fields list. This is true for any custom field I create in crm. Should I do something in order for it to show ? Thanks.

------------------------------
Uma kaliaperumal
Crowe LLP
Indianapolis IN
------------------------------

Original Message:
Sent: Jan 25, 2019 01:41 PM
From: Andy Arndt
Subject: Customer Engagement Virtual Entities

Has anyone used Virtual Entities in Customer Engagement v9 to display data from D365 Finance & Operations? I'm not looking for in-depth implementation details, just trying to get a sense if this might be a good option. There are some use cases where rather than replicating data from F&O to CRM, we could just display it in CRM.

I haven't tried it yet, but was reading about it here: Create and edit virtual entities with Dynamics 365 for Customer Engagement apps

#customerengagement #Integration​​

------------------------------
Andy Arndt
Minitab, Inc.
State College PA
------------------------------