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Data synchronization: Incremental push for composite entities in Dynamics 365 Finance & Operations

by Simon Barrett
Business Development Manager, ANEGIS Consulting,

A retail client needed to synchronize sales orders between their Dynamics 365 Finance and Operations system and their retail management solution. Keeping the retail system up to date required the frequent export and import of the entire database of sales orders, which imposed a significant performance cost.

It is quite common for organizations to have to synchronize data between their Dynamics 365 ERP system, and third-party applications. Achieving synchronization by exporting the entire table - a "full push"- from Dynamics 365 to the other application quickly becomes inefficient, and cumbersome as the size of the database and frequency of synchronization increase. A more efficient way to keep databases synchronized is an "incremental push" - syncing only the entities that have been changed, added or deleted.

In Dynamics AX 2012 R3, Microsoft introduced the power of Microsoft SQL Server Change Tracking to track the changes in AX tables. Change Tracking allows an incremental push of only those entities that have changed. Firstly, Change Tracking needs to be turned on for the target entity. An incremental push can then be selected as the default refresh method.

Enable change tracking for the target entities

Change Tracking needs to be enabled for the target entity

Select synchronization method--full or incremental push

Select synchronization method - full or incremental push

However, not all entities can be handled in this way. Incremental push for composite entities is not supported in Dynamics 365 ...

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About Simon Barrett
Simon Barrett is Business Development Manager for ANEGIS Consulting, and a Licensing Microsoft Certified Professional, in Wroclaw, Poland. He specializes in complex, high-impact deployments.
More about Simon Barrett