1. To-Increase Dynamics 365 for Finance & Operations
  2. Connectivity studio
  3. Activities

Set up D365 FO connector
Application task

Set up a connector of type D365 FO. Use this type to directly connect to a D365 FO database.


Standard procedure

1. Click Connectivity studio Integration Design.
2. Click the Connectors tab.
3. Click New.
4. In the Connector field, type a value.
 

Note: You are advised to not include, in the connector name, the name of the application to which you connect. Use the Application field to define the applicable application for the connector.
5. In the Project field, enter or select a value.
6. Define the applicable application for the connector. For a D365 FO connector, for example, select a 'D376 FO' application.
  In the Application field, enter or select a value.
 

Note:
- You can only select an application that is defined for the applicable project. You can define project applications on the Projects page.
- You can type any existing application name, whether it is defined as project application or not. If the typed application is not defined as project application, it is automatically added to the project applications.
7. Make sure, the Connector type is D365 FO.
8. Sub-task: Set properties.
  8.1 Define the target company for the connector.
If you want to use the active company as the target company, do not define a target company. As a result, the company from which a message is run is used as the target company.
  On the Properties tab, in the Target company field, enter or select a value.
  8.2 You can use a template company as source company. If you run a message, the data is exported from the template company and imported in the target company.
In a template company, you can, for example, define generally applicable master data. You can use this to set up the master data for a new company.
To be able to use a template company, in the Connectivity studio parameters, define the template company for each target company. You can define several template companies. For example, with country-specific or industry-specific data.
  Select Yes in the Template company field.
 

Note: Do not define source companies if you want to use a template company.
9. Sub-task: Select custom handler.
  9.1 Expand the Custom section.
  9.2 For a D365 FO type connector, the standard handler class is BisConnectorAxDatabase. This handler class exports data from or directly imports data into D365 FO tables.
You can use a customized handler class. To do so, extend the standard handler class.
  In the Handler field, you can enter or select a custom handler class.
10. Sub-task: Define source companies.
  10.1 Define the source companies for the connector.
You can define the source company for a connector in these ways:
- One specific source company.
- Several source companies.
- No source company: Do not define a source company if you want to use the active company as the source company. As a result, the company from which a message is run is used as the source company.
  Expand the Source companies section.
 

Note: Do not define source companies if you want to use a template company.
  10.2 Click New.
  10.3 In the Company accounts ID field, enter or select a value.
11. Sub-task: Define target companies.
  11.1 You can define several target companies for the connector.
Only use this to import simple single-level master data. For example, to initialize a company.
  Expand the Target companies section.
 

Note:
- You can use the target companies here in combination with the target company as defined on the Properties tab.
- If import of a record fails in one company, the import of the records is undone in all defined target companies.
  11.2 Click New.
  11.3 In the Company accounts ID field, enter or select a value.
12. Sub-task: Set advanced options.
  12.1 Expand the Advanced options section.
  12.2 A document can have a query for which cross-company is enabled. If a user, with access to a restricted set of companies, runs a message that uses the document, the cross-company option does not work. If you have this scenario, make sure the cross-company option is enabled for the used connector. Otherwise, you can disable the cross-company option.
  Select Yes in the Cross company disabled field.
13. Close the page.

Notes

  • You can change the type of an existing connector. If you do so, also fill in the applicable fields. For more information, refer to the topic about the setup of the newly chosen connector type.
  • The environment type does not apply to a D365 FO connector.

Related to Notes

Set up connectors

 		 

Define data migration project

 		 

Set up D365 FO connector

 		 

See also

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