Data integration are meant to solve two primary problems.
- Unified data by creating a co-relation between data available in different applications.
- Unified View by allowing users to see a unified view of the business data without hopping from one application to another.
In this blog post, we will focus on Unified View. One of the shortcomings of achieving a unified view by data Integrations is data duplication. Even though the Master data is stored in one place, a copy of its subset exist in other applications in order to create a Unified view. This data needs to be synchronized and updated as the master data changes. In some scenario, the changes from downstream application might update the master data and other copies.
Often time Dynamics CE is used to maintain Customer data while Operation data and Financial data are maintained in another application. in order to access the data, users need to navigate to the relevant application and look up the data. As an example, you might have customer record and Order data in CRM but the invoice and payment data could be in another ERP system( AX, GP, SAP etc.).
In Dynamics 365 CE there are multiple ways to achieve Unified View without or with reduced duplicate data, let’s dive into what these solutions are and when to use them.