1. To-Increase Dynamics 365 for Finance & Operations
  2. Connectivity studio
  3. Design
  4. Set up documents

Set up internal documents

Use an internal document to define the data model of the internal D365 FO source to read data from or D365 FO target to write data to.

The available internal document types are:

Document type

Description

D365 FO

Use a D365 FO document to read data from or write data to D365 FO.

Journals

Use the journal documents to write journal data to D365 FO.

Staging

Use a Staging document to read data from or write data to the staging table.


Application Consultant Application Consultant Start Start Which type of document  do you want to set up? Which type of document  do you want to set up? Set up D365 FO document

Set up D365 FO document

Use a D365 FO document to read data from or write data to D365 FO.

 Set up journal document

Set up journal documents

Use the journal documents to write journal data to D365 FO journals.

 Set up Staging document

Set up Staging document

Use a Staging document to read data from or write data to the staging table.

 End End

Activities

Name Responsible Description

Set up D365 FO document

Application Consultant

 		Use a D365 FO document to read data from or write data to D365 FO.

Set up journal document

Application Consultant

 		Use the journal documents to write journal data to D365 FO journals.

Set up Staging document

Application Consultant

 		Use a Staging document to read data from or write data to the staging table.

Set up D365 FO document

Set up journal document

Set up Staging document

Manage document record setup - Internal documents

Manage document record field setup - Internal documents

Validate connectivity setup

See also

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