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D365 and Dataverse - Integration Overview

Dataverse and Dynamics 365 applications provide a rich set of integration options to address different business and technical scenarios. The different approaches allow for a flexible design to increase automation, improve processes optimization, reduce costs and increase security. On a very high level, the integration options can be grouped based on the application they can be used for:

  • Dynamics 365 for Finance and operations apps (e.g. DMF)
  • Dynamics 365 for Customer Engagement / Dataverse (e.g. Plug-ins)

Both (e.g. events) Another popular categorizations is based on the flow direction (In vs Out) or the decoupling pattern (synchronous vs asynchronous). The scope of this presentation are Dataverse and Dynamics 365 apps. We will explore the integration options in more detail in the following slides.

Near real time
Dual write
Finance Openrations
Package API
Data management Framework
Virtual Table
Business Events
Data Events
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TDS Endpoints
EndpointAppsDirectionLatencyOperationsBatching availableVolumeError handlingBest Suited for         
ODataFOInSyncCRUDANLow/MediumNoLow to medium volume, a real-time, system to system integration
Web APIDVInSync AsyncCRUDAYLow/HighExtensibleOData v4 RESTful endpoint for any programming language that supports HTTP requests and authentication using OAuth 2.0.
Custom ServiceFOIn/OutSyncCRUDAYLow/MediumNoLow to medium volume, a real-time, system to
system integration
Package APIFOIn/OutAsyncCRUYHighYesHigh volume asynchronous import/ export
Recurring IntegrationFOIn/OutAsyncCRUYHighYesHigh volume asynchronous import/ export
Data Events
FO DVOutAsyncRNHighYesHigh volume status event notifications to subscribers, workflows, and Out integrations
Synapse LinkFO
OutAsyncRYHighLogHigh volume data integration for Analytics
Virtual tableFO DVIn/OutSyncCRUDNN/ANoIntegration of data residing in external systems without data replication.
DVOutSyncRNLow/MediumNoRead only access, respects Dataverse security.
Should be used for analytics with PBI.
Plug-inDVOutSync AsyncronousCRUDYLow/Medium Medium/HighYesEvent handler that executes in response to a specific event raised during processing of a Dataverse data operation. When running in sync mode, it executes as part of database transaction.
WebhookDVOutSyncronous & AsyncCUDNLow/MediumYesSends POST requests with JSON payload to an external service.
namestringName of the resource
pathstringPath to the resource

Factors to consider when choosing a pattern

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Synchronous: Integration is triggered with an immediate response required. Asynchronous: Integration is triggered with a delayed response required. Near Real-Time: Minimal latency (less than 1 min) is allowed between trigger and transmission. Scheduled Batch: Integration will occur on a scheduled basis with a pre-determined recurrence.