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.
This topic explains the:
- Required setup on external document records and message field mapping.
- Location where external references and revisions are stored in Connectivity studio: the applicable Application.
External document record setup
For external documents, on the record setup, on the line details, you define the:
- External reference: You can indicate which field of the record contains the unique ID of the record in the external database. In this way, you link the external ID to the D365 FO record ID. Note: Usually, you only use this for an ODBC connection with CRM or if you use web services.
- Revision field: You can indicate which of the record fields contains the revision of the record in the external database. In this way, you find and link the latest revision to the record ID. Note: You can only use this field in combination with the External reference field.
Message field option
In the message field mapping, 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.
Usually, you use the External reference option on a field mapping where the source field (export) or target field (import) is the RecID.
To link an external reference and revision, on the Message page, in the Mapping section, on the Mapping tab, on the Field options tab:
- Select the External reference check box.
- In the Type field, define if the current field mapping sets the external ID or revision number.
- In the Reference table field, enter or select the table for the reference record ID. For export, it is the table of the source field. For import it is the table of the target field.
Note:
You can only link:
- An external ID or revision number to a record ID if, on the applicable document, the External reference field and the Revision field are filled in for the source field or target field of the current field mapping.
- A revision number to a record ID in D365 FO if you also link the external ID. On the message field mapping, the external ID field mapping must precede the revision field mapping.
Application
Applications are 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.
Note:
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. 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.
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 as 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.