Girijesh Dixit

Jul 11, 20211 min

Sync Data in Dynamics 365 Instances – Using Power Automate

Updated: Jul 16, 2021

There are multiple ways to synchronize data between Dynamics 365 instances.

  • Azure Data Factory (ADF), is a kind of SQL Integration Services as the platform (SSIS) in Azure

  • SQL Server Integration packages with Kingsway Soft adapter

  • Custom code (C#) (console applications, APIs)

  • Configuration Migration Tools (Dynamics 365 SDK)

  • Azure Logic Apps

  • Microsoft Power Automates

All these options shall choose based on customer requirements and data volume and budget. In this article, I am explaining how we can synchronize dynamics 365 instances using power automation.

Business Case-

Customer wants to once their business users create/update an Incident in an instance (https://orgc***d8cf.crm8.dynamics.com/), and this case should be created/updated in another instance (https://org***38d13.crm8.dynamics.com/) at the same time.

This case synchronization has been achieved by two power automates.

1- Child Power Automate [Instant cloud flow] – this job has been created on an instance (https://orgc***d8cf.crm8.dynamics.com/)

Trigger- [When a row is added, modified, or deleted] – on Case entity.

2- Parent Power Automate [Instant cloud flow] – this job has been created on an instance (https://org***38d13.crm8.dynamics.com/)

Trigger- [Invoked by Child Flow]

Implementation-cases-sync-in-dynamics-365-instances

Happy learning..

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