Integrate project invoices using dual-write async configuration (preview)

[This article is prerelease documentation and is subject to change.]

This article explains how to configure Dynamics 365 Project Operations dual-write asynchronous integration for customer invoicing. The asynchronous dual-write process enables the creation of customer invoices with more than 1,000 invoice lines, overcoming the current limitation of the real-time dual-write synchronization.

In Project Operations, customer invoicing is a critical process that ensures accurate and timely billing for project-based work. Traditionally, the dual-write real-time synchronization mechanism was used to integrate data between Dynamics 365 Finance and Dataverse. However, this real-time sync has a known limitation: it supports a maximum of 1,000 invoice lines per customer invoice.

To address this constraint, Microsoft introduced dual-write asynchronous (async) integration for customer invoicing. This enhancement significantly improves scalability and performance, especially for organizations dealing with high-volume, complex billing scenarios.

Enable dual-write async configuration for customer invoicing

In Project Operations, the Project manager manages the project billing backlog and creates a proforma invoice for the customer in Dataverse. Dual-write integration ensures that the proforma invoice details are synchronized to finance and operations apps. The following graphic provides a high-level conceptual overview of this integration.

Update Project Operations parameters

To update the Project Operations parameters, follow these steps:

1. Go to Dynamics 365 Project operations app.
2. Select Settings and open Parameters form.
3. Select Edit.
4. On the Project task time tracking dropdown, choose On-Demand update.
5. On the Project actual values tracking dropdown, choose On-Demand update.

Update the Dual-write Core solution

In the Power Apps portal, update the Dual-write Core solution to the latest version available for your environment to ensure compatibility and access to the newest features.

To update the Dual-write Core solution, follow these steps:

1. Go to https://make.powerapps.com.
2. Ensure you're logged into the correct environment where dual-write is configured.
3. In the navigation pane, select Solutions. Solutions lists all installed solutions in your environment.
4. Locate the Dual-write Core solution in the list, and select it to view the current version and details.
5. Compare the list with the latest version available on Microsoft Marketplace.
6. In the Solutions area, select Open Marketplace. Search for Dual-write Core.
7. Select the latest version of the Dual-write Core solution.
8. Select Get it now and follow the prompts to install or update. Choose the correct environment during installation.

Enable the dual-write asynchronous (async) integration for Project invoice

In Dynamics 365 Finance, the generation of a project invoice involves the synchronization of three key entities:

• Project invoice proposal V2 (invoices) – Represents the draft version of the invoice.
• Project Operations integration actuals (msdyn_actuals) – Contains the billed sales invoice transactions.
• Integration entity for project transaction relationships (msdyn_transactionconnections) – Links actuals to the invoice proposal, ensuring traceability and data integrity.

To enable the dual-write asynchronous (async) integration, these entities must be transitioned from the real-time sync process to the asynchronous processing model.

To enable the dual-write asynchronous (async) integration, follow these steps:

1. In Dynamics 365 Finance, go to the Data management workspace.
2. Select Dual-write.
3. Select the dual-write maps for Project Operations integration actuals (msdyn_actuals), Project invoice proposal V2 (invoices), and Integration entity for project transaction relationships (msdyn_transactionconnections).
4. Select Integration jobs.
5. Select New to create a new integration job.
6. Select the integration job ID.
7. Select Add table map and select Project invoice proposal V2 (invoices), Project Operations integration actuals (msdyn_actuals) and Integration entity for project transaction relationships (msdyn_transactionconnections) in sequence.
8. Select Save to save the integration job.
9. Select Run to run the integration job in async mode.