Exercise - Install dual-write
The scope of this exercise is to provide step-by step instructions on how to turn on dual-write for existing instances of finance and operations apps (Microsoft Dynamics 365 Finance and Microsoft Dynamics 365 Supply Chain Management) and for a new Dataverse environment.
Prerequisites
Before beginning this exercise, make sure that you meet the following prerequisites:
User is a system administrator in the finance and operations apps environment.
User is an admin in Microsoft Power Platform admin center.
Finance and operations apps environment is set up, deployed, contains data, and is app version 10.0.9 or above.
Deploy a Dataverse environment
To the Dataverse environment, follow these steps.
Go to admin.powerplatform.microsoft.com.
Sign in with your admin account.
Select the Environments tab.
Select New.
Enter a Name, select the correct Region, select the Type of environment, and then set the Create a database for this environment option to Yes.
Select Next.
Change the Language to the appropriate language.
Select the word here to create a custom domain name; otherwise, the system generates one for you.
Select the appropriate currency.
Set the Enable Dynamics 365 apps option to Yes.
Select Save.
Wait for the environment to initialize.
When the environment's state is Ready, continue to the next steps to install the dual-write core solution.
Install the Dual-write core solution app
In this section, you install the dual-write core solution:
In the Environments tab of Microsoft Power Platform admin center, select the new environment.
Select Resources on the bar above the environment list.
Select Dynamics 365 Apps.
Select Install App.
Find and select the Dual-write core solution app.
Install the app by selecting Next, and then agree to the terms of service.
Select Install.
Wait for the solution to install. Make sure that the status shows as Installed before you move on to the next steps.
Create Microsoft Entra ID application records in a finance and operations apps environment
After you install the core solution, continue with the following steps:
Go to your finance and operations apps environment.
Go to System Administration > Setup > Microsoft Entra ID Applications.
Select New.
Fill out the form as follows:
Name - Dataverse to finance and operations apps
User ID - Must be the admin of the environment and administrator in Microsoft Entra ID
Select New again and then repeat the process for the following information:
Name - Dataverse to finance and operations apps 2
User ID - Same user ID that you previously entered
Save the records.
This procedure ensures that finance and operations apps can communicate with the records that you need in the rest of the exercise.
Refresh the entity list
Refreshing the entity list is a common practice and it's necessary to ensure that dual-write works properly.
Go to Workspaces > Data management > Framework Parameters > Entity Settings.
Select Refresh Entity List.
Wait for the entity list to refresh completely before moving on to the next steps.
Grant finance and operations apps access to Dataverse
In this section, you ensure that finance and operations apps has access to the new Dataverse environment that you deployed.
Go to admin.powerportal.microsoft.com and select the Environment tab.
Select the new Dataverse environment.
Select Settings.
Select Users + Permissions.
Select Application Users.
Select New to create a new application user.
Select Add an App.
Search for Dataverse to finance and operations apps with an Application ID that is 00000015-0000-0000-c000-000000000000.
Select the Default Business Unit.
Select the pencil icon next to Security Roles.
Find and select System Administrator. If the user already exists in the environment's application users, ensure that the user is assigned the security role of System Administrator.
Select Create.
Return to Environment tab > Settings > Users + Permissions.
Select Teams.
Select the default team that matches the Default Business Unit.
Select Manage Security Roles.
Select System Administrator for the team and then select Save.
Return to the Environment tab > Settings > Users + Permissions.
Select Application Users again.
Create a new application user.
Select Add an App.
Search for Dataverse to finance and operations apps with an Application ID that is 2e49aa60-1bd3-43b6-8ab6-03ada3d9f08b.
Select the Default Business Unit.
Select the pencil icon next to Security Roles.
Find and select System Administrator.
After you add the users to the system, you can complete the next steps.
Install the Dual-write application orchestration solution
You can complete this procedure when installing the core solution, but the best practice would be to install the orchestration solution after you complete that step.
On the Environments tab of Power Platform admin center, select the new environment.
Select Resources on the bar above the environment list.
Select Dynamics 365 Apps.
Select Install App.
Search for and select Dual-write application orchestration solution.
Select Install.
Wait for the solution to install. Make sure that the status shows as Installed before you move on to the next steps.
Link the finance and operations apps environment and the Dataverse environment
In this section, you connect the environments together by linking them in the Data management workspace of finance and operations apps.
Go to the finance and operations apps environment.
Go to Workspaces > Data management > Dual Write.
Select New Link to Environment.
Select the Dataverse environment that you want to connect to.
Select Next.
Select all legal entities that you need to link the two environments.
Select Next.
Validate that all health checks are complete, showing check marks.
If check marks are missing in the health check, return to the previous sections of this document and then ensure that all solutions, application users, teams, business units, and steps are complete.
Select Next when the health check is complete.
Validate that the information is correct and then select Create.
After you validate the information and the link is complete, you can map the tables and the data between environments.
Apply the dual-write solution and turn on table mapping
In this last step, you add the solution to finance and operations apps and turn on the data that you plan to dual write in both environments.
Select Apply solution when the environment is linked.
Select the available solutions.
Select Apply.
When the solution applies successfully, select a table map, or series of table maps, to turn on.
Select Run.
Select Yes on the option to show related table maps.
Validate that all table maps are selected.
Select Run.
Wait for all maps to initialize. The status should update to Running.
When the table maps are running, the linking is complete, which activates a fully functional dual-write experience.