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

Set up applications
Application task

Define the applications that are involved in integration or data migration projects. You can link an application to several projects.

Examples of applications are:
  • 'D365 FO' to indicate your D365 FO application.
  • 'Staging' to indicate that a staging journal is involved in the integration.
  • 'Windows folder' or 'Files' to indicate that the integration is file-based.
  • 'ERP' to indicate the integration is with another ERP application. You can use the external ERP application name as application name.
For each connector and document, you must define the applicable application. You can also define an application for a type conversion.

External ID and revision number

Applications are also used to store the external IDs and external revision numbers that are used in the external application. You can link an external ID to a record ID in D365 FO. Together with the external ID, you can also link an external revision number to a record ID. The application, as defined for the applicable connector, is used to store the link between the reference table and record ID in D365 FO and the external ID and revision number.
If you:
  • Export data, the applicable external ID or revision is searched for in the target connector application. If a record exists for the reference table and the source field (RecId) combination, the external ID or revision of this record is the output value of this option.
  • Import data, the applicable target record ID is searched for in the source connector application. If a record exists for the combination of reference table and external ID and revision, the reference record ID of this record is the output value of this option. If no record exists for the combination, a record is created. The reference record ID of this record is the output value of this option.


Standard procedure

1. Click Connectivity studio Integration Design.
2. Click Applications.
3. Click New.
4. Define a meaningful name for the application. For example, if you integrate with a CRM system, use 'CRM' as the application name.
  In the Application field, type a value.
5. The External references table is not a shared table. By default, external references are stored in the company in which these are created. So, the external references are only available and applied if a message is run in that company.
If an external reference is related to a shared table, you can choose to store these in the shared company 'DAT'. So, the external references become available for all companies in your D365 FO environment.
  Select Yes in the Store shared external field.
 

Note: You can indicate to store external references of shared tables in the 'DAT' company per application. If you want to apply shared external references in message mapping, make sure the applicable application is used in the connector setup.
6. Close the page.

See also

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