Microsoft Dynamics 365 Finance and Operations (D365 F&O)

Learn how to use the Dynamics 365 F&O Connector in DBSync Cloud Workflow

Overview

The Dynamics 365 Finance and Operations (D365 F&O) connector in DBSync Cloud Workflow enables seamless integration between Dynamics 365 F&O and other applications. This integration allows for automated workflows that synchronize data, manage financial records, optimize operations, and ensure that key business processes are always up-to-date.

Prerequisites

Before setting up the Dynamics 365 F&O connector in DBSync, ensure the following:

• You have an active Dynamics 365 Finance and Operations account with necessary permissions.

• You have an active DBSync account with access to Cloud Workflow.

• You have administrative rights to configure connectors within DBSync.

• Access to the D365 F&O API keys for authentication.

Key Features

• Real-Time Data Synchronization: Enables synchronization of data from D365 F&O with other connected applications, including CRM systems and ERPs.

• Bi-Directional Data Flow: Supports both reading from and writing to D365 F&O, allowing full integration with other data sources.

• Custom Mapping: Customize field mappings to align with your organization's data structures and naming conventions.

• Data Transformation: Perform data transformation to ensure that the information from different systems integrates seamlessly.

Steps to Access the Connector

Access the DBSync Cloud Workflow Platform

1. Log in to your DBSync Cloud Workflow account.

2. Navigate to the "Connectors" section.

Add Dynamics 365 F&O Connector

1. Click on "Add Connector" and select Dynamics 365 Finance and Operations from the list.

2. Enter a name for this connector instance, which will help you identify it in your workflows.

Configure Connection Settings

1. In the connection settings, you will need to enter:

• Instance URL: The URL for your D365 F&O environment (e.g., https://<instance_name>.operations.dynamics.com).

• Client ID: The Application (client) ID provided by Azure AD.

• Client Secret: The secret key associated with the application in Azure AD.

• Tenant ID: The directory (tenant) ID from your Azure Active Directory.

• Test the connection to ensure that DBSync can access your D365 F&O instance.

Define Data Entities

1. Once connected, define which entities you want to sync. Common entities include Accounts, Invoices, Vendors, Products, and Orders.

2. Specify if data flow should be one-way (e.g., from D365 F&O to another app) or two-way.

Set Up Data Mapping

1. Go to the Data Mapping tab to map fields from Dynamics 365 F&O to the destination application fields.

2. Customize mappings to suit your data requirements; for example, map CustomerName in D365 F&O to ClientName in the target app.

3. Use DBSync’s Transformations to configure any data manipulation rules needed during the sync (e.g., currency conversion or formatting changes).

Define Triggers and Events

1. Configure triggers based on events in D365 F&O (e.g., a new order created or an invoice updated).

2. Set up custom triggers within DBSync to specify when data should be synchronized (real-time, scheduled, or on-demand).

Test the Integration

1. Run a test sync to ensure that data flows correctly between Dynamics 365 F&O and the connected application.

2. Review logs in DBSync for any errors and verify that mapped fields are populating as expected.

Enable and Schedule Workflows

1. Once testing is successful, enable the workflow and set the schedule for automated syncs.

2. You can set sync frequency (daily, weekly, or custom intervals) as required by your business processes.

Monitor and Troubleshoot

1. Use DBSync’s Monitoring and Error Handling features to track sync activities and resolve any issues that arise.

2. Configure alerts for failed syncs to keep your team informed.

Troubleshooting Common Issues

• Authentication Errors: Ensure all credentials (Client ID, Client Secret, Tenant ID) are correct and up-to-date. Re-authenticate if needed.

• Mapping Conflicts: Check for changes in field names or data types between D365 F&O and the target application, and update mappings accordingly.

• Data Mismatch: Verify transformation rules to confirm they align with your data processing requirements.

Additional Resources

For further assistance, refer to:

• DBSync Knowledge Base
• Microsoft Dynamics 365 F&O Documentation