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Microsoft Dynamics 365 | Integration, Dataverse...
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Integration between CRM and ERP using Dual Writes on Usage in Subscription billing

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Dears,
 
Please note that we have a scenario where we are integrating CRM entity to fill in  the Usage Current Amount in the subscription billing Module in D365, the issue is that when we created Un-billed revenue for this Schedule and each time we enter the current reading, the system should create 2 entries one to reverse first Trx in un-billed revenue and second one to create a new Trx with Updated amount, however doing it in dual write will only Enter the Current reading amount with no effect to the Creation of the un-billed revenue amounts. Please advise if there is missing and how i can do this to trigger the system to automatically accept and enter the new date for the journal as if i am entering it manually.
 
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HAYAN
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    DAnny3211 Profile Picture
    10,787 Moderator on at
    Integration between CRM and ERP using Dual Writes on Usage in Subscription billing

    Hi Hayan,

     

    Your scenario—integrating CRM with ERP using Dual Write to populate the Usage Current Amount in the Subscription Billing module—is a nuanced one, especially when it comes to triggering the correct behavior for unbilled revenue entries.

     

    Here’s a breakdown of what’s happening and how you might address it:

     
     

    Understanding the Issue

     

    In Subscription Billing, when a new usage reading is entered manually, the system:

     

    1. Reverses the previous unbilled revenue transaction.

    2. Creates a new transaction with the updated amount.


    3.  
     

    However, when this is done via Dual Write, only the current reading is updated—without triggering the reversal and recreation of unbilled revenue entries.

     
     

    Why This Happens

     

    Dual Write is designed for data synchronization, not for triggering business logic or workflows. It synchronizes data between Dataverse and Finance & Operations, but it doesn’t automatically invoke the same internal processes that a manual entry would [1] [2].

     
     

    Recommended Solutions

     

    1. Use Dual Write + Business Events or Power Automate

     

    • After syncing the usage amount via Dual Write, trigger a Power Automate flow or custom plugin that calls the necessary logic in F&O to process the unbilled revenue.

    • You can use Business Events in F&O to listen for changes and initiate the correct journal creation.


    •  
     

    2. Custom Integration Logic

     

    • Extend the Dual Write map to include a custom field or flag that indicates a new usage entry.

    • In F&O, create a custom handler that watches for this flag and triggers the reversal and recreation logic.


    •  
     

    3. Use Asynchronous Dual Write (Preview)

     

    • Microsoft is introducing asynchronous Dual Write for scenarios like high-volume invoicing [3]. While this is focused on Project Operations, the same pattern could be adapted for Subscription Billing to handle complex logic post-sync.


    •  
     

    4. Manual Trigger via API

     

    • If automation is not feasible, consider exposing an API endpoint in F&O that can be called after the Dual Write sync to manually trigger the journal update logic.


    •  
     
     

    Best Practices

     

    • Ensure your Dual Write maps are up to date and include all necessary fields.

    • Avoid relying solely on data sync for business logic—use workflows or custom triggers.

    • Test in a sandbox environment to validate that the reversal and recreation logic behaves as expected when triggered externally.


    •  
     

    Please verify if this helps clarify the integration behavior and guide your next steps.

     

    Thanks and best regards,

    Daniele

    Note: This response was prepared with support from Copilot to ensure clarity and completeness.

     

    [1]: Dual-write overview – Microsoft Learn

    [2]: Dual Write Integration – Imperium Dynamics

    [3]: Dual-write async configuration – Microsoft Learn


    References

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