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Dynamics 365 CE and F&O Together: Lead-to-Cash with Dual-write

A practical guide to designing an integrated lead-to-cash process across Dynamics 365 Sales and F&O using dual-write, with checklists and an end-to-end scenario.

Free

Free 46-page e-book. Design, configure and run an integrated sales-to-finance process across Dynamics 365 Sales and Supply Chain Management. Practical, field-tested guidance with worked examples, checklists, a quick-reference sheet and a glossary, ready to use on your next project.

This e-book shows solution architects and functional consultants how to connect Dynamics 365 Sales with Dynamics 365 Finance and Supply Chain Management for a single lead-to-cash process. It explains when to use dual-write versus virtual tables, events and APIs; how integration keys, company striping and the party model work; how to prepare master data; how quotations, orders and invoices flow between apps; and how to set up, test, cut over and support the integration. Every chapter includes decision tables, checklists and illustrative examples. It suits CE and F&O consultants, architects, project managers and freshers joining integrated programs.

What's inside

  • Chapter 1: Why CE and F&O Together
  • Chapter 2: Choosing Integration Patterns
  • Chapter 3: How Dual-write Works
  • Chapter 4: Master Data Foundations
  • Chapter 5: Lead to Opportunity to Quote
  • Chapter 6: Quote to Order
  • Chapter 7: Order to Cash in F&O, with Visibility in Sales
  • Chapter 8: Setup, Environments, ALM and Operations
  • Chapter 9: Testing, Cutover and Hypercare
  • Chapter 10: End-to-End Illustrative Scenario

Plus a one-page Quick Reference, a glossary of key terms and next steps.

Who it's for

CRM consultants, business analysts and architects working with Dynamics 365 Sales, Customer Service and Dataverse.

How to get the most from it

  • Skim the contents and jump to the chapter that matches the challenge in front of you today
  • Use the checklists in your next workshop, review or status meeting
  • Share it with your team so everyone works from the same playbook

Let's connect

I'm Pranshu Shubham, a Microsoft Dynamics 365 F&O Solution Architect and PMP-certified program lead with 8+ years of ERP and AI transformation across the USA, Europe and APAC. I created this resource from real project experience, and I'd love to hear how you use it.