Connectivity studio

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Microsoft Dynamics 365 for Finance and Supply Chain Management
is moved to docs.staedean.com.

The Connectivity studio documentation
is moved to Connectivity Studio.

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Connectivity studio for Microsoft Dynamics 365 for Finance and Operations is one of the most advanced systems integration solutions available for D365 FO. Connectivity studio offers a manageable and business-focused way to simplify the setup and management of integrations between D365 FO and other business systems.

Connectivity studio enables integrations with a wide variety of systems, including other ERP systems, financial planning systems, PLM systems, and enterprise application integration (EAI) systems, such as Microsoft BizTalk Server. The solution’s advanced mapping capabilities let you configure integrations without dealing with the complexities of the data model in D365 FO. Connectivity studio improves systems integration management by reducing the busywork and by increasing the reliability, consistency, and reusability of system integration projects and data synchronization.

Important systems integration scenarios for Connectivity studio include integration with mobile field-service solutions, syncing of data across eCommerce and multi-channel retail, integration with PLM systems for better collaboration between sales and engineering, and managing the interactions and updates between the back office and retail locations.

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Analysis

In Connectivity studio, use projects to manage integrations. Most connectivity elements are linked to a project, for example, documents, connectors, and tasks.

Because these elements are related to a project, you can also use a project to compare and share connectivity setup and do version management.

Define project

Import configuration

Set up company groups

Validate connectivity setup

Manage project versions

Manage project versions - Advanced

Monitor project versions

Analyze projects

Design

To define an integration with Connectivity studio, these components are required:

Two connectors
A connector defines the type of connection and how to connect to the relevant data source.
Two documents
A document defines the data to be exchanged and its format and structure.
One message
A message is the carrier that transports data from a source to a target, based on the mapping as defined on the message. On the message you define:
- The source information: the connector and document that is used for the data source.
- The target information: the connector and document that is used for the data target.
- The record mapping and field mapping that define which data goes where.

Example

Import customers from a webshop to D365 FO. In this case, the webshop is the source and D365 FO the target.

For both the source (webshop) and the target (D365 FO) a connector and a document are required. Also, a message is required to map the source and target data.

With this concept, all integrations are set up in the same structured way. You can also reuse components. For example, if you want to export customers from D365 FO to the webshop, only a new message is required, and you can reuse the connectors and documents.

Set up connectors

Set up D365 FO connector

Set up Database connector

Set up Staging journal connector

Set up Azure file storage connector

Set up Web service connector

Set up Blob storage connector

Set up Upload and download connector

Set up SharePoint connector

Set up Service Bus queue connector

Set up Environment comparison studio connector

Validate connectivity setup

Set up documents

Set up external documents - File based

Set up external documents - ODBC

Set up internal documents

Set up messages

Set up message

Set up record mapping

Set up field mapping

Set up business event for message

Validate connectivity setup

Set up web services

Set up outbound web services

Set up inbound web services

Validate connectivity setup

Set up tasks

Testing and troubleshooting

Validate connectivity setup

Test with test cases

Troubleshooting

Operation

When an integration is designed in Connectivity studio, you can run it in several ways. You can monitor the history of the integration when it has run.