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

Check setup
Application task

If you have finished the setup, you can run a test to check for errors in the setup. You can do so for:

 

Key element

Check

Projects

When automatically checked, only the project setup is checked, and not the related setup like messages and connectors. When started manually, the full project setup is checked.

Documents

The document setup is checked, including the document records setup.

Document records

Only the document records setup is checked.

Messages

The message setup is checked, including the data synchronization setup and message mapping.

Message - Data synchronization setup

Only the data synchronization setup is checked.

Message mapping

Only the message mapping is checked.

Message business events

A check is done if a business event is created for the message business event. Also, a check is done if the target fields and source fields match with the related document setup.

Connectors

Only the connector setup is checked.

Web services

The web service setup is checked, including the data synchronization setup.

Web service - Data synchronization setup

Only the data synchronization setup is checked.

 

 

If an error is found, in the message bar, a message is shown indicating the error.

 

If for an entity, an error exists or the setup is incomplete, an error icon   is shown. You can click the icon to show the related error in the message bar. 

 

In this activity, as an example, the steps explain how to check a document. Where applicable, notes are added to explain how to check the other types.

 


Standard procedure

1. Click Connectivity studio Integration Design.
2. Click the Documents tab.
 

Note:

To check a:

  • Project, click Projects. (Opens your current project.)
  • Message, message mapping, or data synchronization setup, stay on the Messages tab.
  • Document record, click the Documents tab.
  • Connector, click the Connectors tab.
3. In the list, find and select the desired record.
 

Note: This step is not applicable for projects.
4. Click Edit.
 

Note: This step is not applicable for projects.
5. On the ActionPane, on the Deploy tab, in the Configuration group, click Check.
 

Note:

To check a:

  • Project, message, or connector, on the ActionPane, on the Deploy tab, in the Configuration group, click Check.
  • Document record, in the Record section, select a record, and click Check.
  • Message - Data synchronization setup, on the Header view, on the Setup for data sync tab, select a record and click Check.
  • Message mapping, on the Lines view, in the Mapping section, select a mapping, and click Check.

Notes

You can re-run the automated error check if you have run the Auto-fix function. This to check if there are still errors in the setup that are not fixed automatically.

Provide feedback